Oracle Management
Management criteria checks 1/4
Oracle's CEO is Mike Sicilia, appointed in Sep 2025, has a tenure of less than a year. directly owns 0.005% of the company’s shares, worth $21.82M. The average tenure of the management team and the board of directors is 0.7 years and 12.9 years respectively.
Key information
Mike Sicilia
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | 0.005% |
| Management average tenure | less than a year |
| Board average tenure | 12.9yrs |
Recent management updates
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
Dec 10ORCL: 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
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.CEO
Mike Sicilia (53 yo)
less than a year
Tenure
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....
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 48.9yrs | US$5.64m | 40.27% $ 186.9b | |
| Executive Vice Chairman of the Board | 30.9yrs | US$9.46m | 0.059% $ 272.9m | |
| Executive Vice Chair | 24.6yrs | US$1.11m | 0.039% $ 180.5m | |
| Executive VP & Chief Accounting Officer | 3.4yrs | US$8.46m | 0.0018% $ 8.4m | |
| Executive VP & Chief Legal Officer | 3.6yrs | US$14.68m | 0.00012% $ 557.0k | |
| Chief Executive Officer & Director | less than a year | no data | 0.0047% $ 21.8m | |
| Chief Executive Officer & Director | less than a year | no data | 0.0047% $ 21.6m | |
| Chief Financial Officer | less than a year | no data | no data | |
| President of Global Field Operations | less than a year | no data | 0.0081% $ 37.8m | |
| Global Chief Information Officer & Executive VP | 4.3yrs | no data | no data | |
| Senior Vice President of Investor Relations | no data | no data | no data | |
| Executive VP & GM of Communications | no data | no data | no data |
0.7yrs
Average Tenure
59.5yo
Average Age
Experienced Management: ORCL's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 48.9yrs | US$5.64m | 40.27% $ 186.9b | |
| Executive Vice Chairman of the Board | 30.9yrs | US$9.46m | 0.059% $ 272.9m | |
| Executive Vice Chair | 24.6yrs | US$1.11m | 0.039% $ 180.5m | |
| Chief Executive Officer & Director | less than a year | no data | 0.0047% $ 21.8m | |
| Chief Executive Officer & Director | less than a year | no data | 0.0047% $ 21.6m | |
| Lead Independent Director | 17.8yrs | US$453.37k | 0.0029% $ 13.3m | |
| Independent Director | 32.1yrs | US$468.82k | 0.0034% $ 15.5m | |
| Director | less than a year | no data | 0.000020% $ 92.8k | |
| Independent Director | 29.3yrs | US$453.37k | 0.0055% $ 25.3m | |
| Independent Director | 8yrs | US$438.37k | 0.0032% $ 14.8m | |
| Independent Director | 6.8yrs | US$423.37k | 0.0012% $ 5.4m | |
| Independent Director | 4.2yrs | US$413.37k | 0.00040% $ 1.9m |
12.9yrs
Average Tenure
69yo
Average Age
Experienced Board: ORCL's board of directors are seasoned and experienced ( 12.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 10:31 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/02/28 |
| Annual Earnings | 2025/05/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Oracle Corporation is covered by 82 analysts. 40 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |