Oracle Corporation

NYSE:ORCL Stok Raporu

Piyasa değeri: US$614.6b

Oracle Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Oracle kazanç ve gelirin sırasıyla yıllık 22.4% ve 25.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 22.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 32.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

22.4%

Kazanç büyüme oranı

22.17%

EPS büyüme oranı

Software kazanç büyümesi20.0%
Gelir büyüme oranı25.1%
Gelecekteki özkaynak getirisi32.95%
Analist kapsamı

Good

Son güncelleme08 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Jun 02

Oracle: Profit From Others' Speculation, Stick To Intrinsic Value (Downgrade)

Summary Oracle Corporation stock has surged over 75% since February, but I now rate it a Hold due to overvaluation. ORCL trades at peak multiples, with a forward P/E 23% above sector and price-to-sales 180% higher. The investment thesis pivots on a $553B AI-driven backlog and 84% Oracle Cloud Infrastructure growth, but execution risk is high. I've set a 15% trailing stop to protect ORCL gains, as heavy capex and negative free cash flow pressure the balance sheet. Read the full article on Seeking Alpha
Anlatı Güncellemesi • May 26

ORCL: Heavy AI Data Center Spending Will Delay Free Cash Flow Recovery

Oracle's updated analyst price target remains at $155.00, with analysts citing higher modeled revenue growth, slightly stronger profit margins, and a lower discount rate. This view is supported by recent research that highlights confidence in the company's AI infrastructure positioning and cloud demand visibility.
Anlatı Güncellemesi • May 08

ORCL: AI Data Center Financing And Capacity Execution Will Drive Future Upside

Oracle's updated analyst price target edges slightly lower to $242.10 from $243.87, as analysts factor in modestly higher long term revenue growth and profit margins, along with a reduced future P/E multiple after a mix of recent target cuts, upgrades and reassessments following the fiscal Q3 report and subsequent share selloff. Analyst Commentary Recent Street research around Oracle clusters into two camps, with bullish analysts focusing on execution around cloud, AI and large revenue targets, and bearish analysts highlighting valuation reset, capital intensity and margin questions.
Anlatı Güncellemesi • Apr 20

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.
Anlatı Güncellemesi • Apr 06

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.
Anlatı Güncellemesi • Mar 23

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.
Yeni Anlatı • Mar 12

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.
Anlatı Güncellemesi • Mar 09

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.
Anlatı Güncellemesi • Feb 23

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.
Anlatı Güncellemesi • Feb 08

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.
Anlatı Güncellemesi • Jan 25

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.
Anlatı Güncellemesi • Jan 11

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.
Anlatı Güncellemesi • Dec 27

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.
Anlatı Güncellemesi • Dec 13

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.
Analiz Makalesi • Dec 10

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

We cover MGP Ingredients, Vertical Aerospace and Oracle this week.
Analiz Makalesi • Dec 10

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

We cover MGP Ingredients, Vertical Aerospace and Oracle this week.
Anlatı Güncellemesi • Nov 29

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.
Analiz Makalesi • Nov 25

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

Oracle Corporation ( NYSE:ORCL ) shares have had a horrible month, losing 29% after a relatively good period...
Yeni Anlatı • Nov 24

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.
Anlatı Güncellemesi • Nov 15

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.
Anlatı Güncellemesi • Nov 01

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.
Anlatı Güncellemesi • Oct 17

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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ORCL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
5/31/2029185,37739,44215,85981,19911
5/31/2028129,43126,873-21,72451,19735
5/31/202788,54118,846-31,97436,55740
5/31/202667,21716,989-24,67325,31841
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ORCL 'nin tahmini kazanç büyümesi (yıllık 22.4% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: ORCL şirketinin kazançlarının (yıllık 22.4% ) US pazarından (yıllık 16.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ORCL şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ORCL şirketinin gelirinin (yıllık 25.1% ) US pazarından (yıllık 11.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ORCL şirketinin gelirinin (yıllık 25.1% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ORCL 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 32.9 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 23:37
Gün Sonu Hisse Fiyatı2026/06/08 00:00
Kazançlar2026/02/28
Yıllık Kazançlar2025/05/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Oracle Corporation 83 Bu analistlerden 40, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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