Oracle Gestione
Criteri Gestione verificati 1/4
Oracle Il CEO è Mike Sicilia, nominato in Sep2025, ha un mandato di meno di un anno. possiede direttamente 0.005% delle azioni della società, per un valore di $ 24.89M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.8 anni e 13 anni.
Informazioni chiave
Mike Sicilia
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.005% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 13yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
We cover MGP Ingredients, Vertical Aerospace and Oracle this week.Articolo di analisi • Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound
We cover MGP Ingredients, Vertical Aerospace and Oracle this week.Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.AMMINISTRATORE DELEGATO
Mike Sicilia (54 yo)
less than a year
Mandato
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....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 49yrs | US$5.64m | 40.27% $ 213.3b | |
| Executive Vice Chairman of the Board | 31yrs | US$9.46m | 0.059% $ 311.4m | |
| Executive Vice Chair | 24.7yrs | US$1.11m | 0.039% $ 205.9m | |
| Executive VP & Chief Accounting Officer | 3.5yrs | US$8.46m | 0.0018% $ 9.6m | |
| Executive VP & Chief Legal Officer | 3.7yrs | US$14.68m | 0.00012% $ 635.5k | |
| Chief Executive Officer & Director | less than a year | Nessun dato | 0.0047% $ 24.9m | |
| Chief Executive Officer & Director | less than a year | Nessun dato | 0.0047% $ 24.7m | |
| Chief Financial Officer | less than a year | Nessun dato | Nessun dato | |
| President of Global Field Operations | less than a year | Nessun dato | 0.0081% $ 43.1m | |
| Global Chief Information Officer & Executive VP | 4.4yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive VP & GM of Communications | no data | Nessun dato | Nessun dato |
0.8yrs
Durata media
60.5yo
Età media
Gestione esperta: Il team dirigenziale di ORCL non è considerato esperto (durata media 0.8 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 49yrs | US$5.64m | 40.27% $ 213.3b | |
| Executive Vice Chairman of the Board | 31yrs | US$9.46m | 0.059% $ 311.4m | |
| Executive Vice Chair | 24.7yrs | US$1.11m | 0.039% $ 205.9m | |
| Chief Executive Officer & Director | less than a year | Nessun dato | 0.0047% $ 24.9m | |
| Chief Executive Officer & Director | less than a year | Nessun dato | 0.0047% $ 24.7m | |
| Lead Independent Director | 17.9yrs | US$453.37k | 0.0029% $ 15.5m | |
| Independent Director | 32.2yrs | US$468.82k | 0.0034% $ 18.2m | |
| Director | less than a year | Nessun dato | 0.000020% $ 105.9k | |
| Independent Director | 29.3yrs | US$453.37k | 0.0054% $ 28.6m | |
| Independent Director | 8.1yrs | US$438.37k | 0.0033% $ 17.3m | |
| Independent Director | 6.9yrs | US$423.37k | 0.0012% $ 6.5m | |
| Independent Director | 4.3yrs | US$413.37k | 0.00047% $ 2.5m |
13.0yrs
Durata media
70yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di ORCL è composto da personale esperto e esperto (durata media dell'incarico 13 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 11:35 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/05/31 |
| Utili annuali | 2026/05/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Oracle Corporation è coperta da 76 analisti. 40 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |