Oracle Corporation

NYSE:ORCL 株式レポート

時価総額：US$471.2b

Oracle 将来の成長

Future 基準チェック /66

Oracle利益と収益がそれぞれ年間25.2%と28.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に33.1% 24.7%なると予測されています。

主要情報

25.2%

収益成長率

24.75%

EPS成長率

Software 収益成長18.7%
収益成長率28.4%
将来の株主資本利益率33.14%
アナリストカバレッジ

Good

最終更新日28 Apr 2026

今後の成長に関する最新情報

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

Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound

Dec 10
Weekly Picks: 🥃 A bruised bourbon maker ready for a rebound

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.

Oracle Corporation (NYSE:ORCL) Stocks Pounded By 29% But Not Lagging Market On Growth Or Pricing

Nov 25
Oracle Corporation (NYSE:ORCL) Stocks Pounded By 29% But Not Lagging Market On Growth Or Pricing

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.

業績と収益の成長予測

NYSE:ORCL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
5/31/2028129,32626,897-18,97551,56835
5/31/202788,47918,901-28,64135,85339
5/31/202667,22817,123-24,27525,40440
2/28/202664,07616,188-24,73623,514N/A
11/30/202561,01615,425-13,18122,296N/A
8/31/202559,01812,441-5,88021,534N/A
5/31/202557,39912,443-39420,821N/A
2/28/202555,78312,1605,81220,745N/A
11/30/202454,93311,6249,54220,287N/A
8/31/202453,81510,97611,27119,126N/A
5/31/202452,96110,46711,80718,673N/A
2/29/202452,51010,64212,25818,239N/A
11/30/202351,62810,13710,10417,039N/A
8/31/202350,9629,3759,45517,745N/A
5/31/202349,9548,5038,47017,165N/A
2/28/202347,9588,3737,29815,503N/A
11/30/202246,0738,7978,39515,073N/A
8/31/202244,1575,8085,37410,542N/A
5/31/202242,4406,7175,0289,539N/A
2/28/202241,8277,5606,59110,396N/A
11/30/202141,39910,2627,13710,255N/A
8/31/202140,84013,95212,56415,325N/A
5/31/202140,47913,74613,75215,887N/A
2/28/202139,69112,83012,80814,659N/A
11/30/202039,40310,38012,13413,967N/A
8/31/202039,21710,24911,47813,092N/A
5/31/202039,06810,13511,57513,139N/A
2/29/202039,76610,75912,40313,947N/A
11/30/201939,58310,933N/A13,796N/A
8/31/201939,53110,955N/A13,829N/A
5/31/201939,50611,083N/A14,551N/A
2/28/201939,38310,619N/A14,789N/A
11/30/201839,4453,827N/A15,238N/A
8/31/201839,4723,708N/A15,542N/A
5/31/201839,3833,587N/A15,386N/A
2/28/201839,2623,543N/A15,192N/A
11/30/201738,7919,829N/A14,581N/A
8/31/201738,2379,647N/A14,817N/A
5/31/201737,7929,452N/A14,126N/A
2/28/201737,4298,917N/A13,453N/A
11/30/201637,2368,820N/A14,249N/A
8/31/201637,1948,986N/A13,679N/A
5/31/201637,0478,901N/A13,685N/A
2/29/201637,1598,844N/A14,175N/A
11/30/201537,4739,198N/A12,943N/A
8/31/201538,0789,501N/A13,489N/A
5/31/201538,2269,938N/A14,580N/A

アナリストによる今後の成長予測

収入対貯蓄率: ORCLの予測収益成長率 (年間25.2% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: ORCLの収益 ( 25.2% ) はUS市場 ( 15.8% ) よりも速いペースで成長すると予測されています。

高成長収益: ORCLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ORCLの収益 ( 28.4% ) US市場 ( 11% ) よりも速いペースで成長すると予測されています。

高い収益成長: ORCLの収益 ( 28.4% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ORCLの 自己資本利益率 は、3年後には高くなると予測されています ( 33.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/04/30 04:21
終値2026/04/30 00:00
収益2026/02/28
年間収益2025/05/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Oracle Corporation 40 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。82

アナリスト機関
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Robert OliverBaird