Oracle Corporation (ORCL)

US — Technology Sector
Peers: PLTR  SNPS  ADBE  RDWR  IIIV  SAP  ASML  WIX  HPAI  FTNT 

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Key Metrics & Ratings

  • symbol ORCL
  • Rev/Share 21.4467
  • Book/Share 10.7054
  • PB 18.4971
  • Debt/Equity 4.084
  • CurrentRatio 0.9093
  • ROIC 0.0936

 

  • MktCap 559214478026.0
  • FreeCF/Share -4.633
  • PFCF -42.4258
  • PE 36.523
  • Debt/Assets 0.6068
  • DivYield 0.0096
  • ROE 0.6722

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • 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 $355 $270 Dec. 11, 2025
Initiation ORCL Wells Fargo -- Overweight -- $280 Dec. 3, 2025
Downgrade ORCL Erste Group Buy Hold -- -- Nov. 10, 2025
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 Citigroup Neutral Buy -- $410 Sept. 10, 2025
Upgrade ORCL BofA Securities Neutral Buy -- $368 Sept. 10, 2025
Reiterated ORCL BMO Capital Markets -- Outperform $275 $345 Sept. 10, 2025
Reiterated ORCL BMO Capital Markets -- Outperform $245 $275 Sept. 9, 2025

News

Larry Ellison Loses $24 Billion As Oracle Shares Slide
ORCL
Published: October 17, 2025 by: Forbes
Sentiment: Negative

Ellison, who holds about 41% equity in Oracle, remains the second-wealthiest person in the world with a fortune estimated at $350.6 billion. The stock decline dropped about $24.1 billion from Ellison's net worth, representing a 6.3% decrease.

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image for news Larry Ellison Loses $24 Billion As Oracle Shares Slide
Oracle's cloud catch-up: What's behind Oracle's stock reaction
ORCL
Published: October 17, 2025 by: CNBC Television
Sentiment: Neutral

CNBC's Seema Mody joins 'Money Movers' to discuss Oracle's latest earnings.

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image for news Oracle's cloud catch-up: What's behind Oracle's stock reaction
Envoy Air targeted in Oracle-linked hacking campaign
ORCL
Published: October 17, 2025 by: Reuters
Sentiment: Negative

Envoy Air, American Airlines' largest regional carrier, suffered a hack in recent days as part of the wave of extortion attempts from hackers exploiting Oracle E-Business Suite applications, the company confirmed on Friday.

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image for news Envoy Air targeted in Oracle-linked hacking campaign
Oracle price target boosted on AI infrastructure optimism
ORCL
Published: October 17, 2025 by: Proactive Investors
Sentiment: Positive

Jefferies analysts have raised their price target on Oracle Corp (NYSE:ORCL, ETR:ORC) to $400 from $360, noting that the company appears poised for a new growth phase driven by artificial intelligence infrastructure. This represents upside of 28% from Oracle's share price at the analysts' time of writing.

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image for news Oracle price target boosted on AI infrastructure optimism
Wall Street Divided As Oracle's $225 Billion Growth Vision Sparks Optimism — And Concern
ORCL
Published: October 17, 2025 by: Benzinga
Sentiment: Neutral

Oracle Corporation (NYSE:ORCL) has set aggressive long-term growth targets as it ramps up its cloud and artificial intelligence infrastructure ambitions, signaling confidence.

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image for news Wall Street Divided As Oracle's $225 Billion Growth Vision Sparks Optimism — And Concern
ORCL "Decade Stock?" Analysts See Promise in Oracle's A.I.
ORCL
Published: October 17, 2025 by: Schwab Network
Sentiment: Positive

Oracle (ORCL) issued more confidence in its A.I. expectations at its A.I.

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image for news ORCL "Decade Stock?" Analysts See Promise in Oracle's A.I.
Oracle's AI Profits Look Slim—Are NBIS and CRWV at Risk Too?
ORCL
Published: October 17, 2025 by: MarketBeat
Sentiment: Positive

Indisputably, so-called “neo-cloud” stocks have been some of the most impressive performers of 2025. This generally describes companies providing artificial intelligence (AI)-specific cloud infrastructure, particularly emerging firms like Nebius NASDAQ: NBIS and CoreWeave NASDAQ: CRWV.

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image for news Oracle's AI Profits Look Slim—Are NBIS and CRWV at Risk Too?
Can Oracle's Expanding Contract Pipeline Drive Its Next Growth Phase?
ORCL
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Positive

ORCL's expanding AI and cloud contracts, including major deals with Meta and OpenAI, signal a powerful new growth phase ahead.

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image for news Can Oracle's Expanding Contract Pipeline Drive Its Next Growth Phase?
Oracle lefts long-term Cloud forecast to $166B by fiscal 2030, shares rise
ORCL
Published: October 16, 2025 by: Proactive Investors
Sentiment: Positive

Oracle Corp (NYSE:ORCL, ETR:ORC) shares added 3% after the company updated its long-term forecast for its cloud infrastructure business, projecting revenue to reach $166 billion by fiscal 2030, a significant increase from the expected $10 billion in fiscal 2025. The outlook, announced by CEO Clay Magouyrk during Oracle's Financial Analyst Meeting at CloudWorld 2025, represents a projected compound annual growth rate (CAGR) of 75% over the next five years.

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image for news Oracle lefts long-term Cloud forecast to $166B by fiscal 2030, shares rise
Oracle stock rises as company confirms Meta cloud deal
META, ORCL
Published: October 16, 2025 by: CNBC
Sentiment: Positive

Oracle pointed to a cloud deal from social media company Meta. At the same time, Oracle indicated that its core database and data platform business will grow.

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image for news Oracle stock rises as company confirms Meta cloud deal
Oracle expects cloud infrastructure revenue to be $166 bln in FY30
ORCL
Published: October 16, 2025 by: Reuters
Sentiment: Positive

Oracle said on Thursday it expects cloud infrastructure revenue to be $166 billion in fiscal 2030.

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image for news Oracle expects cloud infrastructure revenue to be $166 bln in FY30
ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?
ADBE, ORCL
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ADBE amid competitive pressures.

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image for news ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?
The Big 3: ANET, SMCI, ORCL
ORCL, SMCI
Published: October 16, 2025 by: Schwab Network
Sentiment: Positive

Markets continue to move higher even as the government stays shut down, and tech has proven to be the leader when it comes to momentum. Dan Deming highlights Arista Networks (ANET), Supermicro (SMCI), and Oracle (ORCL) as three stocks he believes investors should watch in tech's re-energized rally.

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image for news The Big 3: ANET, SMCI, ORCL
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

About Oracle Corporation (ORCL)

  • IPO Date 1986-03-12
  • Website https://www.oracle.com
  • Industry Software - Infrastructure
  • CEO Michael D. Sicilia
  • 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.