Oracle Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Oracle de 22.4% y 25.1% por año respectivamente. Se prevé que el BPA crezca en un 22.2% al año. Se espera que la rentabilidad financiera sea de 32.9% en 3 años.
Información clave
22.4%
Tasa de crecimiento de los beneficios
22.17%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 20.0% |
| Tasa de crecimiento de los ingresos | 25.1% |
| Rentabilidad financiera futura | 32.95% |
| Cobertura de analistas | Good |
| Última actualización | 08 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Jun 02
Oracle: Profit From Others' Speculation, Stick To Intrinsic Value (Downgrade)
Summary Oracle Corporation stock has surged over 75% since February, but I now rate it a Hold due to overvaluation. ORCL trades at peak multiples, with a forward P/E 23% above sector and price-to-sales 180% higher. The investment thesis pivots on a $553B AI-driven backlog and 84% Oracle Cloud Infrastructure growth, but execution risk is high. I've set a 15% trailing stop to protect ORCL gains, as heavy capex and negative free cash flow pressure the balance sheet. Read the full article on Seeking Alpha
Actualización de narrativa • May 26
ORCL: Heavy AI Data Center Spending Will Delay Free Cash Flow Recovery
Oracle's updated analyst price target remains at $155.00, with analysts citing higher modeled revenue growth, slightly stronger profit margins, and a lower discount rate. This view is supported by recent research that highlights confidence in the company's AI infrastructure positioning and cloud demand visibility.
Actualización de narrativa • May 08
ORCL: AI Data Center Financing And Capacity Execution Will Drive Future Upside
Oracle's updated analyst price target edges slightly lower to $242.10 from $243.87, as analysts factor in modestly higher long term revenue growth and profit margins, along with a reduced future P/E multiple after a mix of recent target cuts, upgrades and reassessments following the fiscal Q3 report and subsequent share selloff. Analyst Commentary Recent Street research around Oracle clusters into two camps, with bullish analysts focusing on execution around cloud, AI and large revenue targets, and bearish analysts highlighting valuation reset, capital intensity and margin questions.Actualización de narrativa • Apr 20
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.
Actualización de narrativa • Apr 06
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.Actualización de narrativa • Mar 23
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.
Nueva narrativa • Mar 12
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.Actualización de narrativa • Mar 09
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.Actualización de narrativa • Feb 23
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.Actualización de narrativa • Feb 08
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.Actualización de narrativa • Jan 25
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.Actualización de narrativa • Jan 11
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.Actualización de narrativa • Dec 27
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.Actualización de narrativa • Dec 13
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.Artículo de análisis • Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
We cover MGP Ingredients, Vertical Aerospace and Oracle this week.Artículo de análisis • Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
We cover MGP Ingredients, Vertical Aerospace and Oracle this week.Actualización de narrativa • Nov 29
ORCL: 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.Artículo de análisis • Nov 25
Oracle Corporation (NYSE:ORCL) Stocks Pounded By 29% But Not Lagging Market On Growth Or Pricing
Oracle Corporation ( NYSE:ORCL ) shares have had a horrible month, losing 29% after a relatively good period...
Nueva narrativa • Nov 24
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.Actualización de narrativa • Nov 15
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.Actualización de narrativa • Nov 01
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.Actualización de narrativa • Oct 17
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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 5/31/2029 | 185,377 | 39,442 | 15,859 | 81,199 | 11 |
| 5/31/2028 | 129,431 | 26,873 | -21,724 | 51,197 | 35 |
| 5/31/2027 | 88,541 | 18,846 | -31,974 | 36,557 | 40 |
| 5/31/2026 | 67,217 | 16,989 | -24,673 | 25,318 | 41 |
| 2/28/2026 | 64,076 | 16,188 | -24,736 | 23,514 | N/A |
| 11/30/2025 | 61,016 | 15,425 | -13,181 | 22,296 | N/A |
| 8/31/2025 | 59,018 | 12,441 | -5,880 | 21,534 | N/A |
| 5/31/2025 | 57,399 | 12,443 | -394 | 20,821 | N/A |
| 2/28/2025 | 55,783 | 12,160 | 5,812 | 20,745 | N/A |
| 11/30/2024 | 54,933 | 11,624 | 9,542 | 20,287 | N/A |
| 8/31/2024 | 53,815 | 10,976 | 11,271 | 19,126 | N/A |
| 5/31/2024 | 52,961 | 10,467 | 11,807 | 18,673 | N/A |
| 2/29/2024 | 52,510 | 10,642 | 12,258 | 18,239 | N/A |
| 11/30/2023 | 51,628 | 10,137 | 10,104 | 17,039 | N/A |
| 8/31/2023 | 50,962 | 9,375 | 9,455 | 17,745 | N/A |
| 5/31/2023 | 49,954 | 8,503 | 8,470 | 17,165 | N/A |
| 2/28/2023 | 47,958 | 8,373 | 7,298 | 15,503 | N/A |
| 11/30/2022 | 46,073 | 8,797 | 8,395 | 15,073 | N/A |
| 8/31/2022 | 44,157 | 5,808 | 5,374 | 10,542 | N/A |
| 5/31/2022 | 42,440 | 6,717 | 5,028 | 9,539 | N/A |
| 2/28/2022 | 41,827 | 7,560 | 6,591 | 10,396 | N/A |
| 11/30/2021 | 41,399 | 10,262 | 7,137 | 10,255 | N/A |
| 8/31/2021 | 40,840 | 13,952 | 12,564 | 15,325 | N/A |
| 5/31/2021 | 40,479 | 13,746 | 13,752 | 15,887 | N/A |
| 2/28/2021 | 39,691 | 12,830 | 12,808 | 14,659 | N/A |
| 11/30/2020 | 39,403 | 10,380 | 12,134 | 13,967 | N/A |
| 8/31/2020 | 39,217 | 10,249 | 11,478 | 13,092 | N/A |
| 5/31/2020 | 39,068 | 10,135 | 11,575 | 13,139 | N/A |
| 2/29/2020 | 39,766 | 10,759 | 12,403 | 13,947 | N/A |
| 11/30/2019 | 39,583 | 10,933 | N/A | 13,796 | N/A |
| 8/31/2019 | 39,531 | 10,955 | N/A | 13,829 | N/A |
| 5/31/2019 | 39,506 | 11,083 | N/A | 14,551 | N/A |
| 2/28/2019 | 39,383 | 10,619 | N/A | 14,789 | N/A |
| 11/30/2018 | 39,445 | 3,827 | N/A | 15,238 | N/A |
| 8/31/2018 | 39,472 | 3,708 | N/A | 15,542 | N/A |
| 5/31/2018 | 39,383 | 3,587 | N/A | 15,386 | N/A |
| 2/28/2018 | 39,262 | 3,543 | N/A | 15,192 | N/A |
| 11/30/2017 | 38,791 | 9,829 | N/A | 14,581 | N/A |
| 8/31/2017 | 38,237 | 9,647 | N/A | 14,817 | N/A |
| 5/31/2017 | 37,792 | 9,452 | N/A | 14,126 | N/A |
| 2/28/2017 | 37,429 | 8,917 | N/A | 13,453 | N/A |
| 11/30/2016 | 37,236 | 8,820 | N/A | 14,249 | N/A |
| 8/31/2016 | 37,194 | 8,986 | N/A | 13,679 | N/A |
| 5/31/2016 | 37,047 | 8,901 | N/A | 13,685 | N/A |
| 2/29/2016 | 37,159 | 8,844 | N/A | 14,175 | N/A |
| 11/30/2015 | 37,473 | 9,198 | N/A | 12,943 | N/A |
| 8/31/2015 | 38,078 | 9,501 | N/A | 13,489 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (22.4% al año) de ORCL es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (22.4% al año) de ORCL crezcan más rápidamente que el mercado US (16.9% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de ORCL crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (25.1% al año) de ORCL crezcan más rápidamente que los del mercado US (11.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (25.1% al año) de ORCL crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de ORCL sea alta dentro de 3 años (32.9%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/08 09:58 |
| Precio de las acciones al final del día | 2026/06/08 00:00 |
| Beneficios | 2026/02/28 |
| Ingresos anuales | 2025/05/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Oracle Corporation está cubierta por 83 analistas. 40 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |