Oracle Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Oracle de 24.4% y 24.6% por año respectivamente. Se prevé que el BPA crezca en un 23.4% al año. Se espera que la rentabilidad financiera sea de 37.2% en 3 años.
Información clave
24.4%
Tasa de crecimiento de los beneficios
23.45%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 20.5% |
| Tasa de crecimiento de los ingresos | 24.6% |
| Rentabilidad financiera futura | 37.20% |
| Cobertura de analistas | Good |
| Última actualización | 09 Sep 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Sep 04
Why I Really Like Oracle Ahead Of Q1 Earnings
Summary Oracle targets 27% to 29% quarterly revenue growth, supported by accelerating cloud demand, contracted capacity, and expanding AI infrastructure deployments. OCI delivered 1.2 gigawatts during fiscal 2026 and targets one gigawatt in Q1, creating an important execution test for investors. Ninety-eight percent of active AI data-center capacity is contracted, while GPU utilization reached 97.5%, supporting backlog quality despite concentration concerns. Oracle signed $67 billion of AI infrastructure contracts during Q4, including four enterprise customers committing more than $8 billion apiece. Applying a 20-to-22-times multiple to elevated fiscal 2028 earnings supports a $242 target, implying approximately 57% twelve-month upside potential ahead. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 03
ORCL: AI Backlog And Heavy Data Center Spend Will Drive Future Upside
Oracle's updated analyst price target moves modestly lower to $241, with analysts pointing to mixed views on the company’s heavy cloud and AI investment plans and funding needs. At the same time, they cite ongoing demand, large contract backlogs, and a solid core software business as key supports for the long term narrative.
Actualización de narrativa • Aug 19
ORCL: AI Infrastructure Backlog Will Test Funding Capacity And Margin Resilience
Oracle's updated analyst price target has shifted marginally lower to reflect a fair value of about $135, as analysts weigh stronger long term cloud and AI growth assumptions against higher required returns and a slightly reduced future P/E from roughly 15x to 14.9x. Analyst Commentary Recent Street research around Oracle highlights a wide spread in price targets and opinions, especially after the latest earnings update and capital plans.Actualización de narrativa • Aug 05
ORCL: Heavy AI Buildout And Backlog Versus Funding And Margin Pressures
Oracle's updated analyst price target has moved from a prior fair value reference of $155.00 to $137.60, as analysts factor in slightly higher discount rates, a lower assumed future P/E of about 15.3, and ongoing debate around cloud growth, capital needs, and earnings power highlighted in recent research coverage. Analyst Commentary Recent research on Oracle shows a wide range of opinions, especially around cloud growth, capital intensity and how those factors feed into valuation.Actualización de narrativa • Jul 22
ORCL: AI Backlog And Data Center Buildout Will Drive Future Upside
Oracle's updated analyst price target edges higher to $248.15 from $242.10, as analysts balance mixed views on near term cloud margins with continued confidence in the company's AI driven backlog, OCI growth and core software profitability. Analyst Commentary Analyst views on Oracle are split between confidence in the long term AI and cloud opportunity and caution around near term margins, capital intensity and valuation.
Actualización de narrativa • Jul 08
ORCL: AI Infrastructure Backlog And Data Center Buildout Will Drive Future Returns
Oracle's analyst price target has been trimmed from $368.80 to $353.66 as analysts factor in slightly lower projected revenue growth, modestly softer profit margins, and a small reduction in assumed future P/E multiples, even as recent research highlights ongoing support for the core software business and AI related opportunities. Analyst Commentary Recent research on Oracle shows a split view, with some firms trimming price targets after the latest quarter while others highlight what they see as strong execution in cloud and AI, a sizeable remaining performance obligation balance, and a growing backlog that supports long term planning.Artículo de análisis • Jun 29
We Think That There Are Issues Underlying Oracle's (NYSE:ORCL) Earnings
Investors were disappointed with Oracle Corporation's ( NYSE:ORCL ) earnings, despite the strong profit numbers. We...Artículo de análisis • Jun 26
The Oracle Corporation (NYSE:ORCL) Full-Year Results Are Out And Analysts Have Published New Forecasts
It's been a mediocre week for Oracle Corporation ( NYSE:ORCL ) shareholders, with the stock dropping 17% to US$152 in...Actualización de narrativa • Jun 24
ORCL: Heavy AI Buildout And Record Backlog Will Test Balance Sheet
Oracle's updated analyst price target now centers on $155 per share, as analysts balance solid Q4 fundamentals, strong Oracle Cloud Infrastructure momentum, and sizeable AI related backlog against concerns around heavy capex, financing plans, and near term cloud margin pressure. Analyst Commentary Street research on Oracle remains broadly constructive, but price target changes and commentary around the latest fiscal Q4 report show a split between bullish enthusiasm for Oracle Cloud Infrastructure and AI contracts, and more cautious views tied to heavy capital needs and margin pressure.
Nueva narrativa • Jun 20
Oracle - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 1.5/17 +2 ✅✅ Projected Operating Margin: 37.59% +2 ✅✅ Projected 5-Year Revenue CAGR: 30.67% +0 ⚠️ Last 5-Year ROIC: 9.00% -2 ❌❌ Estimated Cost of Capital: 12.00% (greater than ROIC) +0 ⚠️ Last 5-Year Shares Outstanding CAGR: +0.00% +2 ✅✅ Projected 5-Year EPS CAGR: 26.79% +0 ⚠️ Projected 5-Year Dividend CAGR: 4.92% +0.5 ✅ Moody's Debt Rating: Baa2 -1 ❌ Morningstar Moat: Narrow -2 ❌❌ Morningstar Uncertainty: Very High Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projecting the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical P/S - we assume mean reversion to the historical P/S values; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values; Historical P/E - we assume mean reversion to the historical P/E values.Artículo de análisis • Jun 17
Oracle (ORCL) Stock Could Be 49.5% Undervalued Despite Cloud Capex Concerns
Oracle stock reacts as investors reassess recent performance Oracle (ORCL) stock is drawing attention as investors weigh its recent share performance against the company’s current financial profile, which includes revenue of US$67.36b and net income of US$16.98b. See our latest analysis for Oracle. At a share price of US$188.33, Oracle has seen its share price return fall 2.24% over the past day and 8.49% over the past week. However, its 90 day share price return of 23.17% and 3 year total...Actualización de narrativa • Jun 09
ORCL: AI Cloud Backlog And Data Center Buildout Will Drive Future Upside
Oracle's analyst-derived fair value estimate has moved higher to $368.80 from $359.59, as analysts point to stronger modeled revenue growth, higher profit margins, and increased confidence in the cloud and AI infrastructure story, reflected in a slightly lower discount rate and a reduced future P/E assumption. Analyst Commentary Bullish analysts are generally pointing to Oracle's cloud and AI infrastructure positioning, recent execution around capacity delivery, and earnings results as key reasons for revisiting valuation frameworks.
Nueva narrativa • Jun 08
Oracle: The AI Capex Spree Is Consuming the Cash Machine
I. Industry and Business Model Analysis Oracle Corporation ( ORCL.US ) is a global enterprise technology company that sells software, cloud infrastructure, and related services primarily to large businesses, government agencies, and healthcare organizations.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.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 | 181,406 | 42,316 | 12,858 | 79,056 | 24 |
| 5/31/2028 | 130,738 | 27,644 | -40,957 | 63,751 | 39 |
| 5/31/2027 | 89,369 | 19,063 | -47,251 | 40,654 | 42 |
| 5/31/2026 | 67,357 | 16,984 | -23,686 | 31,977 | N/A |
| 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 | N/A | 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 |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (24.4% al año) de ORCL es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (24.4% al año) de ORCL crezcan más rápidamente que el mercado US (17.4% 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 (24.6% al año) de ORCL crezcan más rápidamente que los del mercado US (13.5% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (24.6% 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 (37.2%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 03:54 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/05/31 |
| Ingresos anuales | 2026/05/31 |
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 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 78 analistas. 42 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 |