Oracle Corporation (ORCL)

US — Technology Sector
Peers: SNPS  PLTR  RDWR  IIIV  ADBE  PANW  HPAI  SPSC  NTNX  DOCN 

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Key Metrics & Ratings

  • symbol ORCL
  • Rev/Share 20.8839
  • Book/Share 8.7282
  • PB 32.2099
  • Debt/Equity 4.364
  • CurrentRatio 0.6178
  • ROIC 0.1036

 

  • MktCap 772300358307.0
  • FreeCF/Share -2.0807
  • PFCF -131.3436
  • PE 62.535
  • Debt/Assets 0.5841
  • DivYield 0.0069
  • ROE 0.6628

 

  • Rating B-
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated ORCL BMO Capital Markets -- Outperform $345 $355 Oct. 13, 2025
Initiation ORCL Robert W. Baird -- Outperform -- $365 Oct. 9, 2025
Initiation ORCL Rothschild & Co Redburn -- Sell -- $175 Sept. 25, 2025
Upgrade ORCL BofA Securities Neutral Buy -- $368 Sept. 10, 2025
Reiterated ORCL BMO Capital Markets -- Outperform $275 $345 Sept. 10, 2025
Upgrade ORCL Citigroup Neutral Buy -- $410 Sept. 10, 2025
Reiterated ORCL BMO Capital Markets -- Outperform $245 $275 Sept. 9, 2025
Initiation ORCL Scotiabank -- Sector Outperform -- $300 July 17, 2025
Upgrade ORCL Piper Sandler Neutral Overweight -- $270 July 10, 2025
Reiterated ORCL BMO Capital Markets -- Outperform $235 $245 July 2, 2025

News

Oracle Hosts an Analysts Meeting. Expect Long-Term Profit Targets.
ORCL
Published: October 16, 2025 by: Barrons
Sentiment: Neutral

The range of topics on tap range from Oracle's legacy software to its newer cloud offerings.

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image for news Oracle Hosts an Analysts Meeting. Expect Long-Term Profit Targets.
US lawmaker says licensing deal for TikTok algorithm would raise 'serious concerns'
ORCL
Published: October 16, 2025 by: Reuters
Sentiment: Negative

The chair of the House Select Committee on China said Thursday that a licensing agreement for use of the TikTok algorithm as part of a deal by Chinese-based ByteDance to sell U.S. assets of the short video app would raise "serious concerns."

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image for news US lawmaker says licensing deal for TikTok algorithm would raise 'serious concerns'
U.S. politician suspiciously bought these stocks just before major AI deal
AMD, ORCL
Published: October 14, 2025 by: Finbold
Sentiment: Negative

United States Representative Cleo Fields made a series of timely stock purchases in Oracle (NYSE: ORCL) and Advanced Micro Devices (NASDAQ: AMD) ahead of a major artificial intelligence partnership between the two tech giants.

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image for news U.S. politician suspiciously bought these stocks just before major AI deal
Oracle to deploy 50,000 AMD AI chips, challenging Nvidia's dominance
AMD, NVDA, ORCL
Published: October 14, 2025 by: Proactive Investors
Sentiment: Positive

Oracle Corp (NYSE:ORCL, ETR:ORC) Cloud Infrastructure on Tuesday unveiled plans to deploy 50,000 Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) Instinct MI450 AI processors starting in the second half of 2026, signaling a major expansion of its partnership with the chipmaker. The MI450 chips are AMD's first designed for rack-scale configurations, allowing up to 72 processors to work together to support advanced artificial intelligence workloads.

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image for news Oracle to deploy 50,000 AMD AI chips, challenging Nvidia's dominance
ORCL Becoming "Fourth Hyperscaler?" Steven Dickens on Oracle's "Core" A.I.
ORCL
Published: October 14, 2025 by: Schwab Network
Sentiment: Positive

While the stock cooled in the past couple weeks, Oracle (ORCL) has been on an undeniable tear since the start of 2025. Steven Dickens believes it has grown to become an essential part of the A.I.

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image for news ORCL Becoming "Fourth Hyperscaler?" Steven Dickens on Oracle's "Core" A.I.
Oracle and AMD expand AI partnership to keep up with demand
AMD, ORCL
Published: October 14, 2025 by: TechXplore
Sentiment: Positive

Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units beginning in the third quarter of 2026 with further expansion to follow.

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image for news Oracle and AMD expand AI partnership to keep up with demand
Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?
ORCL
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?
Oracle Will Deploy AMD's AI Chips—Challenging Nvidia
AMD, NVDA, ORCL
Published: October 14, 2025 by: Forbes
Sentiment: Positive

AMD's expanded partnership with Oracle follows a multibillion-dollar deal announced last week between the chipmaker and OpenAI. As part of the deal, OpenAI will acquire and deploy 6 gigawatts of AMD's AI chips, starting with a 1-gigawatt deployment in 2026, and AMD will issue OpenAI a warrant for up to 160 million shares.

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image for news Oracle Will Deploy AMD's AI Chips—Challenging Nvidia
AMD gets another vote of confidence in the AI chip wars — this time from Oracle
AMD, ORCL
Published: October 14, 2025 by: Business Insider
Sentiment: Positive

AMD is set to deploy 50,000 AI chips in Oracle data centers in the second half of 2026. It follows AMD's recent mega chip deal with OpenAI, with both partnerships a boost against rival Nvidia.

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image for news AMD gets another vote of confidence in the AI chip wars — this time from Oracle
Jim Cramer's top 10 things to watch in the stock market Tuesday
AMD, AMZN, BLK, CAT, CVS, F, GS, JPM, ORCL, WFC
Published: October 14, 2025 by: CNBC
Sentiment: Negative

Stock futures fell Tuesday as trade tensions between the U.S. and China intensified.

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image for news Jim Cramer's top 10 things to watch in the stock market Tuesday
Oracle CEO Magouyrk: 'Of course' OpenAI can pay $60 billion per year
ORCL
Published: October 13, 2025 by: CNBC
Sentiment: Positive

Access Denied Access Denied You don't have permission to access "http://www.cnbc.com/2025/10/13/oracle-ceo-magouyrk-of-course-openai-can-pay-60-billion-per-year.html" on this server. Reference #18.c724c317.1760377802.12ed0c10 https://errors.edgesuite.net/18.c724c317.1760377802.12ed0c10

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image for news Oracle CEO Magouyrk: 'Of course' OpenAI can pay $60 billion per year
The Big 3: ORCL, AMD, CEG
AMD, ORCL
Published: October 13, 2025 by: Schwab Network
Sentiment: Neutral

Joe Tigay notes what he calls a "liquidity-driven" rally in markets but tells investors to stay alert, especially following Friday's tariff-driven sell-off. As for his Big 3, he says all his picks are "loosely" tied to OpenAI.

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image for news The Big 3: ORCL, AMD, CEG
Nasdaq 100: Oracle Jumps as Tech Stocks Lead US Indices Higher Today
ORCL
Published: October 13, 2025 by: FXEmpire
Sentiment: Positive

Nasdaq 100 rallies as Oracle, Broadcom lead tech gains. Traders eye key resistance and upcoming earnings for US stock market direction.

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image for news Nasdaq 100: Oracle Jumps as Tech Stocks Lead US Indices Higher Today
Oracle and Duality Deliver Privacy-First AI to Government and Defense Customers
ORCL
Published: October 13, 2025 by: PRNewsWire
Sentiment: Neutral

Partnership powers secure data collaboration for mission-critical operations AUSTIN, Texas , Oct. 13, 2025 /PRNewswire/ -- Duality Technologies secure data collaboration platform is now available in Oracle Cloud Marketplace and deployable on Oracle Cloud Infrastructure (OCI). This enables government, defense, and intelligence customers to secure their data collaboration for mission-critical operations with OCI's built-in security and interoperability across specialized government, sovereign, and classified cloud environments, including Oracle Cloud Isolated Regions.

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image for news Oracle and Duality Deliver Privacy-First AI to Government and Defense Customers
Major Wall Street Firms Upgrade AMD, Oracle, Baidu And NVIDIA
AMD, BIDU, NVDA, ORCL
Published: October 10, 2025 by: 24/7 Wall Street
Sentiment: Positive

The image featured for this article is © mezzotint / Shutterstock.com

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image for news Major Wall Street Firms Upgrade AMD, Oracle, Baidu And NVIDIA
Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?
ORCL
Published: October 10, 2025 by: Zacks Investment Research
Sentiment: Positive

ORCL's $35B CapEx push aims to boost its cloud and AI footprint, but mounting debt and cash flow strain may test the strategy's payoff.

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image for news Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?
Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It
ORCL
Published: October 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

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image for news Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It
Citi sees opportunity in Oracle stock as analyst raises price target to $415
ORCL
Published: October 10, 2025 by: Invezz
Sentiment: Positive

Citi analyst Tyler Radke remains optimistic on Oracle Corp. (NYSE: ORCL) despite recent volatility in the stock. In a new note to clients, Radke raised his price target to $415 per share, up from $395 previously, implying an upside of nearly 40% from current levels.

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image for news Citi sees opportunity in Oracle stock as analyst raises price target to $415
Final Trades: Oracle, Netflix, the UUP and the IYM
NFLX, ORCL
Published: October 09, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: Oracle, Netflix, the UUP and the IYM
What's next for Oracle's stock? This upcoming event will offer clues.
ORCL
Published: October 09, 2025 by: Market Watch
Sentiment: Neutral

Next week's analyst day is Oracle's most anticipated in decades. These are the big questions investors have.

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image for news What's next for Oracle's stock? This upcoming event will offer clues.
Google says 'dozens of organizations' affected by Oracle-linked hacking campaign
GOOG, GOOGL, ORCL
Published: October 09, 2025 by: Reuters
Sentiment: Negative

Alphabet-owned Google said dozens of companies have been affected by an ambitious hacking campaign that targeted Oracle's suite of business products.

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image for news Google says 'dozens of organizations' affected by Oracle-linked hacking campaign
Options Corner: ORCL
ORCL
Published: October 09, 2025 by: Schwab Network
Sentiment: Positive

Rick Ducat looks at the software sector in today's options corner, with focus on Oracle (ORCL). He shows the disruptive nature of the A.I.

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image for news Options Corner: ORCL
S&P500: Futures Steady With Oracle, Costco, PepsiCo in Focus Before the Open
COST, ORCL, PEP
Published: October 09, 2025 by: FXEmpire
Sentiment: Positive

S&P 500 futures steady after record close. Nasdaq hits 23,000 as traders eye Fed talk, Costco, Oracle, and PepsiCo move premarket.

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image for news S&P500: Futures Steady With Oracle, Costco, PepsiCo in Focus Before the Open
Health Systems Simplify Secure Data Exchange with Oracle Health
ORCL
Published: October 09, 2025 by: PRNewsWire
Sentiment: Neutral

New Oracle Health Connection Hub delivers single, unified console to enable data sharing control, auditing, and governance so health systems can easily manage a broad range of interoperability services Early adopters see 50 percent reduction in processing times of Social Security Administration disability benefit claims AUSTIN, Texas , Oct. 9, 2025 /PRNewswire/ -- Oracle Health Connection Hub is now generally available for U.S. healthcare providers, enabling them to use a single console to more easily onboard, access, and manage preferences for Oracle Health interoperability solutions. The latest step in Oracle's strategy to increase interoperability and reduce friction between payers and …

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image for news Health Systems Simplify Secure Data Exchange with Oracle Health
Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?
ORCL
Published: October 08, 2025 by: Zacks Investment Research
Sentiment: Positive

ORCL's multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to 37% in Q2.

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image for news Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?
Trade Tracker: Jim Lebenthal buys Oracle
ORCL
Published: October 08, 2025 by: CNBC Television
Sentiment: Positive

Jim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Repot' to detail his latest buy in Oracle.

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image for news Trade Tracker: Jim Lebenthal buys Oracle
Oracle reportedly faces thin margins on Nvidia chip rentals amid AI cloud expansion
NVDA, ORCL
Published: October 08, 2025 by: Proactive Investors
Sentiment: Negative

Oracle Corp (NYSE:ORCL, ETR:ORC) is reportedly experiencing thin gross profit margins on its business renting Nvidia Corp (NASDAQ:NVDA, ETR:NVD) chips to customers, with internal documents showing a margin of roughly 14% on $900 million in revenue for the three months ending August 2025. This figure is far below Oracle's overall gross margin of about 70%, highlighting the high costs associated with Nvidia chips and the operational expenses of running large-scale AI data centers, including labor, power, and depreciation.

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image for news Oracle reportedly faces thin margins on Nvidia chip rentals amid AI cloud expansion
Momentum Meets Value: Oracle Stock's Next Leg Could Be Higher
ORCL
Published: October 08, 2025 by: Forbes
Sentiment: Positive

Oracle (ORCL) stock could be an excellent option to capitalize on the momentum. Why? This is due to its strong margins, low-debt capital structure, fair valuation, and positive momentum.

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image for news Momentum Meets Value: Oracle Stock's Next Leg Could Be Higher
IBM, Oracle and Nvidia Race to Scale Enterprise AI
IBM, NVDA, ORCL
Published: October 07, 2025 by: PYMNTS
Sentiment: Positive

For two years, the enterprise story on artificial intelligence centered on testing whether chatbots, copilots and generative models could deliver measurable value. Now, the focus has shifted to execution.

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image for news IBM, Oracle and Nvidia Race to Scale Enterprise AI
Oracle shares fall on report the company is struggling to make money renting out Nvidia chips
NVDA, ORCL
Published: October 07, 2025 by: CNBC Television
Sentiment: Negative

CNBC's Kristina Partsinevelos joins ‘Halftime Report' to discuss the latest from a report that Oracle is struggling to make money renting out Nvidia Chips.

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image for news Oracle shares fall on report the company is struggling to make money renting out Nvidia chips

About Oracle Corporation (ORCL)

  • IPO Date 1986-03-12
  • Website https://www.oracle.com
  • Industry Software - Infrastructure
  • CEO Safra Ada Catz
  • Employees 159000

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle application licenses; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database, an enterprise database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, MySQL HeatWave, Internet-of-Things, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware services; and consulting and customer services. The company markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation was founded in 1977 and is headquartered in Austin, Texas.