Oracle Résultats passés
Passé contrôle des critères 4/6
Oracle a connu une croissance annuelle moyenne de ses bénéfices de 10.2%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 22.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 9.8% par an. Le rendement des capitaux propres de Oracle est 39.7% et ses marges nettes sont de 25.2%.
Informations clés
10.25%
Taux de croissance des bénéfices
10.11%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 9.76% |
| Rendement des fonds propres | 39.69% |
| Marge nette | 25.21% |
| Dernière mise à jour des bénéfices | 31 May 2026 |
Mises à jour récentes des performances passées
Recent updates
Seeking Alpha • Jun 10
Oracle: Slumping Despite Big Beat
Summary Oracle Corporation delivered Q4 revenue growth of 21% and EPS growth of 24%, beating consensus on both lines. Cloud infrastructure drove nearly all of ORCL's growth, with segment revenue up over 90% year-over-year and remaining performance obligations reaching $638 billion. Heavy cloud investments led to negative free cash flow of $24 billion over the last twelve months, curtailing shareholder returns and necessitating $40 billion in new equity and debt issuance. I maintain a neutral Hold rating on ORCL stock, citing reasonable valuation, and strong growth guidance but ongoing cash burn and counterparty risk. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
We cover MGP Ingredients, Vertical Aerospace and Oracle this week.Article d’analyse • Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
We cover MGP Ingredients, Vertical Aerospace and Oracle this week.Mise à jour du récit • 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.Article d’analyse • 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...
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Oracle gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 May 26 | 67,357 | 16,984 | 9,949 | 10,272 |
| 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 |
Des revenus de qualité: ORCL a un niveau élevé de bénéfices non monétaires.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de ORCL sont plus élevées que l'année dernière ORCL. (25.2%) sont plus élevées que l'année dernière (21.7%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de ORCL ont augmenté de 10.2% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de ORCL au cours de l'année écoulée ( 36.5% ) dépasse sa moyenne sur 5 ans ( 10.2% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices ORCL au cours de l'année écoulée ( 36.5% ) a dépassé celle du secteur Software 14.2%.
Rendement des fonds propres
ROE élevé: Bien que le retour sur capitaux propres ( 39.69% ) de ORCL soit élevé, cette mesure est faussée en raison de son niveau d'endettement élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/15 17:06 |
| Cours de l'action en fin de journée | 2026/06/12 00:00 |
| Les revenus | 2026/05/31 |
| Revenus annuels | 2026/05/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Oracle Corporation est couverte par 76 analystes. 40 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |