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ORCL logo

Oracle Corporation Stock Price

NYSE:ORCL Community·US$407.1b Market Cap
  • 8 Narratives written by author
  • 7 Comments on narratives written by author
  • 1434 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ORCL Share Price Performance

US$145.75
-77.70 (-34.77%)
​
US$241.97
Fair Value
US$145.75
-77.70 (-34.77%)
41.3% undervalued intrinsic discount
US$248.15
Fair Value
Price US$145.75
AnalystConsensusTarget US$248.15
andre_santos US$192.59
TickerTickle US$389.81
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 39.8% 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
476users have followed this narrative
AN
andre_santos
andre_santos's
Fair Value
·
Fair Value US$192.59 24.3% undervalued intrinsic discount

Oracle - A Fundamental and Historical Valuation

2users have liked this narrative
0users have commented on this narrative
81users have followed this narrative
TI
TickerTickle
TickerTickle's
Fair Value
·
Fair Value US$389.81 62.6% undervalued intrinsic discount

The Quiet Giant That Became AI’s Power Grid

17users have liked this narrative
5users have commented on this narrative
77users have followed this narrative
ORCL logo
Oracle
60.9% undervalued intrinsic discount

Oracle: The AI Capex Spree Is Consuming the Cash Machine

View narrative
ED
Edward_Sterling
Published 8 Jun
Read Narrative
ORCL logo
Oracle
21.5% overvalued intrinsic discount

Oracle: The AI Infrastructure Story Hiding in Plain Sight

View narrative
MD
Mdeegan
Published 12 Mar
Read Narrative
ORCL logo
Oracle
62.6% undervalued intrinsic discount

The Quiet Giant That Became AI’s Power Grid

View narrative
TI
TickerTickle
TickerTickle
Published 24 Nov 2025
Read Narrative
ORCL logo
Oracle
24.3% 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
31.3% undervalued intrinsic discount

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

View narrative
NE
Nenad
Published 29 Dec 2024
Read Narrative
ORCL logo
Oracle
39.8% undervalued intrinsic discount
Updated

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
8.2% 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
58.8% 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
andre_santos
ORCL logo

Oracle - A Fundamental and Historical Valuation

Fair Value: US$192.59 24.3% undervalued intrinsic discount
81 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 60.9% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
MD
ORCL logo

Oracle: The AI Infrastructure Story Hiding in Plain Sight

Fair Value: US$119.97 21.5% overvalued intrinsic discount
10 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, undervalued and pays a dividend.

3 Risks
4 Rewards
View Full Analysis

Oracle Corporation Key Details

US$67.4b

Revenue

US$23.0b

Cost of Revenue

US$44.3b

Gross Profit

US$27.4b

Other Expenses

US$17.0b

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
n/a
5.90
65.82%
25.21%
300.9%
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 • Aug 26

Oracle: Why I Am Staying Strong After Q4 2026

Summary I reiterate a Strong Buy on Oracle Corporation with a $185 price target, driven by robust Q4 2026 results and accelerating AI infrastructure momentum. The $638 billion RPO looks more credible than it did eight months ago. The majority of incremental Q4 RPO also came through customer prepayments or bring-your-own-hardware structures. 2027 could mark a major growth inflection. Forward revenue growth of 31.54% is about 151% above the sector median, which tells me ORCL's growth profile is moving well beyond it. The valuation gives me room to stay aggressive. Using a 23x multiple on 2027 non-GAAP EPS guidance of $8.05 gives me a $185 price target. The AI infrastructure thesis is getting stronger. ORCL is adding close to another 1 GW of data center capacity in Q1 2027, which should support another step-up in OCI revenue. Read the full article on Seeking Alpha

Recent updates

No updates

Oracle Corporation Competitors

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