Oracle Dirección
Dirección controles de criterios 1/4
El CEO de Oracle es Mike Sicilia, nombrado en Sep 2025, tiene una permanencia de menos de un año. posee directamente un 0.005% de las acciones de la empresa, con un valor de $22.15M. La antigüedad media del equipo directivo y de la junta directiva es de 0.6 años y 12.8 años, respectivamente.
Información clave
Mike Sicilia
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.005% |
| Permanencia media de la dirección | less than a year |
| Promedio de permanencia en la Junta Directiva | 12.8yrs |
Actualizaciones recientes de la dirección
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.CEO
Mike Sicilia (53 yo)
less than a year
Permanencia
Mr. Michael D. Sicilia, also known as Mike, is Co-Chief Executive Officer and Director of Oracle Corporation from September 22, 2025 and was its President of Oracle Industries from 2025 to September 2025....
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 48.8yrs | US$5.64m | 40.27% $ 189.8b | |
| Executive Vice Chairman of the Board | 30.8yrs | US$9.46m | 0.059% $ 277.1m | |
| Executive Vice Chair | 24.5yrs | US$1.11m | 0.039% $ 183.2m | |
| Executive VP & Chief Accounting Officer | 3.3yrs | US$8.46m | 0.0018% $ 8.6m | |
| Executive VP & Chief Legal Officer | 3.5yrs | US$14.68m | 0.00012% $ 565.4k | |
| Chief Executive Officer & Director | less than a year | sin datos | 0.0047% $ 22.1m | |
| Chief Executive Officer & Director | less than a year | sin datos | 0.0047% $ 22.0m | |
| Chief Financial Officer | no data | sin datos | sin datos | |
| President of Global Field Operations | less than a year | sin datos | 0.0081% $ 38.4m | |
| Global Chief Information Officer & Executive VP | 4.3yrs | sin datos | sin datos | |
| Senior Vice President of Investor Relations | no data | sin datos | sin datos | |
| Executive VP & GM of Communications | no data | sin datos | sin datos |
0.6yrs
Permanencia media
59.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ORCL no se considera experimentado ( 0.6 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 48.8yrs | US$5.64m | 40.27% $ 189.8b | |
| Executive Vice Chairman of the Board | 30.8yrs | US$9.46m | 0.059% $ 277.1m | |
| Executive Vice Chair | 24.5yrs | US$1.11m | 0.039% $ 183.2m | |
| Chief Executive Officer & Director | less than a year | sin datos | 0.0047% $ 22.1m | |
| Chief Executive Officer & Director | less than a year | sin datos | 0.0047% $ 22.0m | |
| Lead Independent Director | 17.8yrs | US$453.37k | 0.0029% $ 13.5m | |
| Independent Director | 32yrs | US$468.82k | 0.0034% $ 15.8m | |
| Director | less than a year | sin datos | 0.000020% $ 94.2k | |
| Independent Director | 29.2yrs | US$453.37k | 0.0055% $ 25.7m | |
| Independent Director | 7.9yrs | US$438.37k | 0.0032% $ 15.0m | |
| Independent Director | 6.8yrs | US$423.37k | 0.0012% $ 5.5m | |
| Independent Director | 4.1yrs | US$413.37k | 0.00040% $ 1.9m |
12.8yrs
Permanencia media
69yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de ORCL son experimentados ( 12.8 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/30 04:04 |
| Precio de las acciones al final del día | 2026/04/30 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 82 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 |