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Oracle Corporation Stock Price

NYSE:ORCL Community·US$440.5b Market Cap
  • 9 Narratives written by author
  • 7 Comments on narratives written by author
  • 1461 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ORCL Share Price Performance

US$0
-307.86 (-100.00%)
​
US$241.97
Fair Value
US$0
-307.86 (-100.00%)
​
Price US$0
Thu, 3 Sep 26
Fair ValueUS$241.97
Share Pricen/a

ORCL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$241.97 37.9% undervalued intrinsic discount

ORCL: Accelerating AI Cloud Demand Will Drive Upside Through Major Multi-Year Contracts

11users have liked this narrative
0users have commented on this narrative
494users have followed this narrative
AN
andre_santos
andre_santos's
Fair Value
·
Fair Value US$192.59 22.0% undervalued intrinsic discount

Oracle - A Fundamental and Historical Valuation

2users have liked this narrative
0users have commented on this narrative
78users have followed this narrative
ED
Edward_Sterling's
Fair Value
·
Fair Value US$373.13 59.7% undervalued intrinsic discount

Oracle: The AI Capex Spree Is Consuming the Cash Machine

4users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
ORCL logo
Oracle
31.7% undervalued intrinsic discount
New

Oracle: The backlog is starting to show up in the P&L

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AN
andrei9868
Emerging Author
andrei9868
Published 10 Sep
Read Narrative
ORCL logo
Oracle
59.7% undervalued intrinsic discount

Oracle: The AI Capex Spree Is Consuming the Cash Machine

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ED
Edward_Sterling
Published 8 Jun
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ORCL logo
Oracle
25.3% overvalued intrinsic discount

Oracle: The AI Infrastructure Story Hiding in Plain Sight

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MD
Mdeegan
Published 12 Mar
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ORCL logo
Oracle
61.4% undervalued intrinsic discount

The Quiet Giant That Became AI’s Power Grid

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TI
TickerTickle
TickerTickle
Published 24 Nov 2025
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ORCL logo
Oracle
22.0% undervalued intrinsic discount

Oracle - A Fundamental and Historical Valuation

View narrative
AN
andre_santos
andre_santos
Published 20 Jun
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ORCL logo
Oracle
29.1% undervalued intrinsic discount

Oracle to Transform into a Cloud-First and AI-Driven Enterprise IT Leader

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NE
Nenad
Published 29 Dec 2024
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ORCL logo
Oracle
37.9% undervalued intrinsic discount

ORCL: Accelerating AI Cloud Demand Will Drive Upside Through Major Multi-Year Contracts

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
ORCL logo
Oracle
11.6% overvalued intrinsic discount

Cloud Commoditization And Regulatory Scrutiny Will Erode Differentiation

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AN
AnalystLowTarget
AnalystLowTarget
Updated 19 Aug
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ORCL logo
Oracle
57.5% undervalued intrinsic discount

Cloud Migration And AI Adoption Will Power Global Digital Transformation

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AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
andrei9868
ORCL logo

Oracle: The backlog is starting to show up in the P&L

Fair Value: US$220 31.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
andre_santos
ORCL logo

Oracle - A Fundamental and Historical Valuation

Fair Value: US$192.59 22.0% undervalued intrinsic discount
78 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
ED
ORCL logo

Oracle: The AI Capex Spree Is Consuming the Cash Machine

Fair Value: US$373.13 59.7% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential and undervalued.

2 Risks
4 Rewards
View Full Analysis

Oracle Corporation Key Details

US$71.8b

Revenue

US$25.9b

Cost of Revenue

US$45.9b

Gross Profit

US$27.2b

Other Expenses

US$18.7b

Earnings

Last Reported Earnings
Aug 31, 2026
Next Reporting Earnings
n/a
6.50
63.96%
26.10%
186.5%
View Full Analysis

About ORCL

Founded
1977
Employees
141000
CEO
Michael Sicilia
WebsiteView website
www.oracle.com

Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business’ infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software development language; and middleware, including development tools and others. The company’s cloud and license business’ infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, as well as AI, Internet-of-Things, machine learning, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware support services, and consulting and advanced customer services. It markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation has a strategic alliance with Metron, Inc. The company was founded in 1977 and is headquartered in Austin, Texas.

Recent ORCL News & Updates

Seeking Alpha • 23h

Oracle Q1 FY2027: The Numbers Beat, But I'm Still Not Buying (Rating Upgrade)

Summary Oracle Corporation delivered a strong Q1 FY2027, beating revenue, EPS, and margin estimates, driven by 121% YoY OCI growth. Despite high capital expenditures and dilution from a $20B equity raise, ORCL's net debt improved and infrastructure utilization reached 97.9%. I upgrade ORCL from Sell to Hold, citing improved growth quality and balance sheet, but remain cautious due to negative free cash flow and rising interest expense. Future rating changes for ORCL stock hinge on capital efficiency, cash flow conversion, and evidence that infrastructure investments translate into per-share value. Read the full article on Seeking Alpha

Recent updates

No updates

Oracle Corporation Competitors

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Microsoft

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Market cap: US$3.7t
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Symbol: NasdaqGS:PLTR
Market cap: US$398.6b
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Palo Alto Networks

Symbol: NasdaqGS:PANW
Market cap: US$276.9b
View more competitors

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