Oracle Corporation

NYSE:ORCL Aktierapport

Börsvärde: US$471.2b

Oracle Utdelningar och återköp

Utdelning kriterier kontrolleras 3/6

Oracle är ett utdelningsbetalande företag med en aktuell avkastning på 1.24% som täcks väl av vinsten.

Viktig information

1.2%

Avkastning på utdelning

-0.2%

Återköpsavkastning

Total avkastning till aktieägarna1.0%
Framtida utdelningsavkastning1.4%
Utdelningstillväxt12.3%
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandel35%

Senaste utdelnings- och återköpsuppdateringar

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.

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: ORCL s utdelningar per aktie har varit stabila under de senaste 10 åren.

Växande utdelning: ORCL s utdelningsbetalningar har ökat under de senaste 10 åren.


Utdelningsavkastning jämfört med marknaden

Oracle Utdelningsavkastning jämfört med marknaden
Hur är ORCL:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (ORCL)1.2%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Software)1.0%
Prognosanalytiker (ORCL) (upp till 3 år)1.4%

Anmärkningsvärd utdelning: ORCL s utdelning ( 1.24% ) är inte märkbar jämfört med de lägsta 25 % av utdelningsbetalarna på US marknaden ( 1.4% ).

Hög utdelning: ORCL s utdelning ( 1.24% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.23% ).


Vinstutdelning till aktieägarna

Resultattäckning: Med sin rimligt låga utbetalningskvot ( 35.1% ), täcks ORCL s utdelningsbetalningar väl av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: ORCL betalar utdelning men företaget har inga fria kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 04:04
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2026/02/28
Årlig intjäning2025/05/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Oracle Corporation bevakas av 82 analytiker. 40 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Robert OliverBaird