Oracle Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 4/6
Oracle verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 6.5%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 21.2%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 9.4%. Die Eigenkapitalrendite von Oracle beträgt 41.5% und die Nettomargen betragen 25.3%.
Wichtige Informationen
6.49%
Wachstumsrate der Gewinne
7.07%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 9.38% |
| Eigenkapitalrendite | 41.51% |
| Netto-Marge | 25.26% |
| Letzte Ertragsaktualisierung | 28 Feb 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Oracle's AI Future: Undervalued Infrastructure
Apr 30
ORCL: AI Data Center Expansion And Financing Will Drive Future Upside
Analysts have trimmed the Oracle price target by about $11 to reflect slightly higher discounting, lower projected profit margins and a modestly lower future P/E multiple, even as revenue growth expectations are supported by recent Q3 beats, raised long term revenue goals and broadly constructive research commentary. Analyst Commentary Street research on Oracle clusters around strong Q3 execution, rising long term cloud ambitions and a reset in valuation assumptions after a sharp selloff.
ORCL: AI Infrastructure Expansion Will Support Long-Term Cloud And Applications Demand
Analysts have trimmed the Oracle fair value estimate from $400 to about $359.59, citing lower assumed future P/E multiples. At the same time, they highlight solid Q3 execution, easing investor concerns around AI infrastructure build out and margins, and a generally constructive outlook across recent research updates.
ORCL: AI Data Center Spending And Margins Will Shape Cash Generation
Oracle's analyst fair value estimate has moved from about $193.08 to $155.00 as analysts factor in lower profit margin assumptions along with stronger modeled revenue growth and generally supportive post earnings research. Analyst Commentary Street research around Oracle following the fiscal Q3 report reflects a mix of renewed confidence in the business trajectory and recalibration of expectations.
Oracle: The AI Infrastructure Story Hiding in Plain Sight
Most investors think the artificial intelligence boom belongs to chipmakers like NVIDIA or cloud giants such as Microsoft. But training and running AI models requires far more than chips.ORCL: AI Data Center Buildout And Bond Financing Will Drive Upside
Our updated analyst price target for Oracle moves lower by about $17 to $255, as analysts trim valuation multiples and P/E assumptions while still highlighting AI driven growth in database, SaaS and infrastructure as key supports for the long term story. Analyst Commentary Street research around Oracle has shifted to lower price targets, but most firms still frame the stock as an AI beneficiary with a long runway in cloud infrastructure, databases and applications.
Oracle Corporation (ORCL): The AI Infrastructure Pivot – High-Stakes Earnings on Tuesday AMC.
Oracle (ORCL) is currently one of the most polarized stocks in the enterprise tech sector, trading at $152.96 as of the March 6, 2026, market close. While the stock is down approximately 54% from its September 2025 peak of $346 , it remains the primary "physical" challenger to the big three cloud hyperscalers.ORCL: AI Infrastructure Buildout And Debt Funding Will Drive Future Upside
Analysts have trimmed their average price targets on Oracle by around $20 to $30. The changes reflect recent rating adjustments and revised expectations for fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.ORCL: AI Data Center Buildout Will Drive Long-Term Cloud And Infrastructure Demand
Analysts have trimmed their Oracle price targets by as much as $30 to $107. While our fair value estimate stays at $400, the updated assumptions reflect slightly higher revenue growth expectations, a modestly higher discount rate, and a marginally lower profit margin outlook.ORCL: AI Data Center Expansion Will Support Long-Term Cloud Demand Upside
Analysts have trimmed their average Oracle price target by $107 to US$240. This reflects a mix of renewed optimism around artificial intelligence driven infrastructure as a service demand, along with concerns about concentration in large AI contracts, elevated investment needs and recent recalibrations of prior bullish assumptions.ORCL: AI Infrastructure Demand And Data Center Buildout Will Drive Future Upside
Analysts have trimmed their price targets on Oracle, cutting our fair value estimate by about US$51 to US$291.08. They are factoring in concerns around the concentration of recent RPO growth in the OpenAI commitment, higher investment needs that may pressure margins, and a lower future P/E multiple, despite still robust expectations for cloud and AI driven revenue growth.ORCL: AI Infrastructure Buildout Will Drive Long-Term Cloud Demand Upside
Analysts trimmed their Oracle price target to $200 from $300, reflecting concerns that earlier AI-related RPO gains were overly concentrated in OpenAI commitments and that heavy cloud investment may pressure margins and free cash flow growth, even as long term AI infrastructure demand and full stack positioning remain supportive. Analyst Commentary Bullish analysts remain constructive on Oracle despite recent volatility, highlighting the company’s accelerating AI infrastructure opportunity, large and growing RPO base, and management’s ambitious long term financial targets.ORCL: AI Infrastructure Commitments Will Drive Multi-Year Cloud Demand Upside
The analyst fair value estimate for Oracle has been raised from $325.00 to $400.00 per share as analysts balance accelerating AI driven revenue growth, supported by robust RPO and bullish buy rated initiations and target hikes, against near term margin pressure, heavier capex, and mixed views on the sustainability and quality of large cloud commitments. Analyst Commentary Street research remains divided on Oracle, but recent commentary has tilted toward a constructive outlook as investors digest record AI related backlog, ambitious FY30 targets, and evolving profitability expectations.Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
Dec 10ORCL: Accelerating AI Demand Will Drive Large-Scale Data Center Expansion Ahead
Oracle's analyst price target has edged down modestly to $342 from $344, as analysts cite ongoing questions around cloud contract quality, margin pressures from heavy AI investments, and evolving customer demand trends as factors moderating their outlook. Analyst Commentary Analysts remain divided in their outlook for Oracle, with perspectives shaped by the company's recent cloud momentum, ambitious AI initiatives, and evolving leadership structure.Oracle Corporation (NYSE:ORCL) Stocks Pounded By 29% But Not Lagging Market On Growth Or Pricing
Nov 25
The Quiet Giant That Became AI’s Power Grid
The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.ORCL: Expanding Data Center Investments Will Drive Accelerated AI Infrastructure Momentum
Oracle's analyst price target has risen modestly, with analysts citing continued momentum in cloud and AI infrastructure. However, there are concerns over sustained margin pressure from heavy investment.ORCL: Accelerating AI Cloud Demand Will Drive Upside Through Major Multi-Year Contracts
Oracle's analyst price target saw a modest increase, rising by $10 to $360. Analysts pointed to continued strength in AI infrastructure demand and the company’s ability to accelerate earnings growth through fiscal 2028.Enterprise AI And Cloud Migration Will Unlock Digital Transformation
Oracle's analyst price target has recently increased by approximately $10. This change reflects heightened confidence in the company's ability to capture AI infrastructure growth, as analysts cite strong revenue momentum and ongoing demand outpacing supply.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Oracle Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 28 Feb 26 | 64,076 | 16,188 | 10,210 | 10,312 |
| 30 Nov 25 | 61,016 | 15,425 | 10,279 | 10,134 |
| 31 Aug 25 | 59,018 | 12,441 | 10,298 | 10,045 |
| 31 May 25 | 57,399 | 12,443 | 10,253 | 9,860 |
| 28 Feb 25 | 55,783 | 12,160 | 9,995 | 9,432 |
| 30 Nov 24 | 54,933 | 11,624 | 9,906 | 9,250 |
| 31 Aug 24 | 53,815 | 10,976 | 9,797 | 9,005 |
| 31 May 24 | 52,961 | 10,467 | 9,822 | 8,915 |
| 29 Feb 24 | 52,510 | 10,642 | 9,996 | 8,915 |
| 30 Nov 23 | 51,628 | 10,137 | 10,129 | 8,814 |
| 31 Aug 23 | 50,962 | 9,375 | 10,243 | 8,746 |
| 31 May 23 | 49,954 | 8,503 | 10,412 | 8,623 |
| 28 Feb 23 | 47,958 | 8,373 | 10,323 | 8,362 |
| 30 Nov 22 | 46,073 | 8,797 | 10,108 | 8,032 |
| 31 Aug 22 | 44,157 | 5,808 | 9,800 | 7,628 |
| 31 May 22 | 42,440 | 6,717 | 9,364 | 7,219 |
| 28 Feb 22 | 41,827 | 7,560 | 9,146 | 6,969 |
| 30 Nov 21 | 41,399 | 10,262 | 9,053 | 6,775 |
| 31 Aug 21 | 40,840 | 13,952 | 8,939 | 6,622 |
| 31 May 21 | 40,479 | 13,746 | 8,936 | 6,527 |
| 28 Feb 21 | 39,691 | 12,830 | 8,791 | 6,291 |
| 30 Nov 20 | 39,403 | 10,380 | 8,883 | 6,169 |
| 31 Aug 20 | 39,217 | 10,249 | 9,114 | 6,099 |
| 31 May 20 | 39,068 | 10,135 | 9,275 | 6,067 |
| 29 Feb 20 | 39,766 | 10,759 | 9,715 | 6,150 |
| 30 Nov 19 | 39,583 | 10,933 | 9,745 | 6,075 |
| 31 Aug 19 | 39,531 | 10,955 | 9,753 | 6,019 |
| 31 May 19 | 39,506 | 11,083 | 9,774 | 6,026 |
| 28 Feb 19 | 39,383 | 10,619 | 9,759 | 6,007 |
| 30 Nov 18 | 39,445 | 3,827 | 9,786 | 6,078 |
| 31 Aug 18 | 39,472 | 3,708 | 9,808 | 6,076 |
| 31 May 18 | 39,383 | 3,587 | 9,715 | 6,084 |
| 28 Feb 18 | 39,262 | 3,543 | 9,767 | 6,149 |
| 30 Nov 17 | 38,791 | 9,829 | 9,618 | 6,174 |
| 31 Aug 17 | 38,237 | 9,647 | 9,460 | 6,211 |
| 31 May 17 | 37,792 | 9,452 | 9,299 | 6,153 |
| 28 Feb 17 | 37,429 | 8,917 | 9,371 | 6,085 |
| 30 Nov 16 | 37,236 | 8,820 | 9,319 | 5,983 |
| 31 Aug 16 | 37,194 | 8,986 | 9,285 | 5,917 |
| 31 May 16 | 37,047 | 8,901 | 9,039 | 5,787 |
| 29 Feb 16 | 37,159 | 8,844 | 8,900 | 5,689 |
| 30 Nov 15 | 37,473 | 9,198 | 8,799 | 5,640 |
| 31 Aug 15 | 38,078 | 9,501 | 8,738 | 5,585 |
| 31 May 15 | 38,226 | 9,938 | 8,732 | 5,524 |
Qualität der Erträge: ORCL einen hohen Anteil an unbarem Gewinn hat.
Wachsende Gewinnspanne: ORCLDie aktuellen Gewinnspannen (25.3%) sind höher als im letzten Jahr (21.8%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: ORCLIn den letzten 5 Jahren sind die Gewinne von 6.5% jährlich gestiegen.
Beschleunigtes Wachstum: ORCLDas Gewinnwachstum des Unternehmens im letzten Jahr (33.1%) übertrifft seinen 5-Jahres-Durchschnitt (6.5% pro Jahr).
Erträge im Vergleich zur Industrie: ORCL Das Gewinnwachstum im vergangenen Jahr (33.1%) übertraf das der Branche Software 14.3% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite von ORCL(41.51%) ist zwar hervorragend, doch ist diese Kennzahl aufgrund der hohen Verschuldung des Unternehmens verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/01 05:56 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2026/02/28 |
| Jährliche Einnahmen | 2025/05/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Oracle Corporation wird von 82 Analysten beobachtet. 40 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |