Companies /Technology

Oracle Corp

NYSE: ORCL Software - Infrastructure
$125.16
▼ $1.95 (−1.53%) today
Markets open · 2:18pm ET

24/7 Wall St. View

Price Prediction $198.91 +56.5% Our analysts’ 12-month view: target, optimistic case, and floor. ORCL price prediction →

ORCL at a Glance

Valuation
Market cap
$396.3B
P/E ratio
19.9
Dividend yield
1.56%
Profitability
Revenue (TTM)
$71.8B
Profit margin
26.4%
EPS (TTM)
$6.38
Price
52-week range
$109 – $248
24/7 target
$198.91
Street target
$236.18
Earnings
Next report
Dec 9, 2026

Headquartered in Austin, TX Fiscal year ends May NYSE: ORCL oracle.com

About Oracle

Oracle Corporation is a global technology company that provides integrated suites of cloud applications and secure, autonomous infrastructure through the Oracle Cloud. The company operates across four primary revenue segments: Cloud (comprising Cloud Infrastructure/IaaS and Cloud Applications/SaaS), Software (including software licenses and software support), Hardware, and Services. Oracle's Cloud Infrastructure business has become its primary growth engine, offering AI cloud training and inferencing services, database services, and enterprise computing infrastructure. The company's Cloud Applications portfolio includes enterprise resource planning (ERP), human capital management (HCM), supply chain management, and healthcare management systems. Oracle is investing heavily in datacenter capacity expansion to meet surging demand for AI workloads, with a capital investment program funded through a combination of operating cash flow, debt, and equity issuances. The company serves enterprise customers globally across the Americas, Europe/Middle East/Africa, and Asia Pacific regions. Updated

Latest Activity

Bloomberg Businessweek
PodcastBloomberg BusinessweekCarol Massar · 43 min

AI Economy Roiled by Nvidia CEO Huang’s Departure

  • Emily Chang's four-day European shoot turned out to be Huang's final major interview as CEO
  • Ed Ludlow: Huang keeps no future association with Nvidia; DOJ espionage probe and a second employee relationship reported
  • Founders100 ETF CIO says the fund must sell its Nvidia stake, its third-largest at over 6%, within 90 days
  • CFO Colette Kress steps in as interim; outside search underway, with Tim Cook floated per Trump administration signals

Founder-led index rules are now a mechanical seller of Nvidia: one ETF has 90 days to exit a position that was over 6% of the fund. The succession picture is unsettled, with a career CFO holding the seat on an interim basis and the shortlist reaching as far as Apple's chief executive.

Read more
Halftime Report
PodcastHalftime ReportScott Wapner · 47 min

NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26

  • Huang resigns after a second alleged affair report; CFO Colette Kress named interim CEO with earnings a week away
  • Stephanie Link sold her Nvidia stake and added Micron at five times earnings, citing a cleaner story
  • Panel points to AMD, Broadcom, Apple and Alphabet as landing spots for capital leaving Nvidia
  • OpenAI raised $15 billion at a $1.25 trillion pre-money valuation on negative 109% operating margins

The committee split live on air: some sold into the leadership shock, others held, but nobody argued Nvidia trades on fundamentals over the next six to 12 months. That rotation is already visible in heavy retail call buying in AMD near record highs, and in Link swapping into Micron ahead of a December earnings report she thinks brings a buyback.

Read more
Odd Lots
PodcastOdd Lots54 min

What Nvidia's Megaspeed Scandal Is Really All About

  • Bloomberg's Mackenzie Hawkins on Megaspeed, the Singapore neocloud tied to Alibaba and Nvidia's largest Southeast Asia buyer
  • Roughly 50,000 chips, mostly Blackwells, unaccounted for across Megaspeed's data center footprint
  • Smuggling runs through the OEM-to-distributor chain on false destination declarations, as in the Supermicro co-founder case
  • DOJ has taken the investigation over from BIS; Congress weighs cloud compute restrictions for Chinese firms

The real exposure is the export-control regime: Washington is now debating whether Chinese firms can rent Nvidia compute in Southeast Asia at all, and the Biden-era AI Diffusion rule sitting unenforced is in play as legislation. That reaches every OEM and distributor in the chip chain, not just Nvidia.

Read more
The Pomp Podcast
PodcastThe Pomp PodcastAnthony Pompliano · 47 min

Is Jensen Huang Finished At Nvidia? | Dan Ives

  • Ives puts 15% odds on Jensen Huang exiting as CEO, and sees a 25-30% drop in the stock if it happens
  • Chips to China are 'done' as both parties unite on an anti-China tech stance after the midterms
  • AI demand-to-supply still 4-to-1 with 75% of data centers permitted; Anthropic's IPO value halved to $1T
  • CoreWeave called 'essentially an SPV for Nvidia'; Palantir and Tesla's Optimus framed as the durable bets

One person's job carries roughly a quarter of Nvidia's value, and the board review and congressional hearings are still ahead. Ives stays bullish on the AI trade itself, pointing at permitted capacity and a 4-to-1 demand-to-supply gap, while flagging CoreWeave's capital structure as the fragile link.

Read more
AXONAxon Enterprise
52-week low
$313.00
-9.52%vs prior 52-week low · Apr 10, 2026

Axon's $313 close marks a fresh one-year low, 9.52% under the prior trough set back in April. Competitor Motorola Solutions barely budged at -0.52%, so this is an Axon-specific reset.

Related stockstoday

Moves: Nov 6, 2026 · Alpha Vantage daily close

3 more related stocks · 8 have no US listing

Read more
Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 11/3/26

  • Cramer calls the mega caps millstones: Nasdaq rose 0.83% while the Dow fell 197 points
  • Strong after-hours results from AMD and Arista Networks as proof non-Magnificent-Seven tech can lead
  • Oracle's $10 billion block priced at $116 and traded to $126, a sign buyers see a floor in tech
  • Wants a crescendo washout before committing more; Apple's reaction and a Palantir selloff weighed

The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.

Read more
Jim Cramer@jimcramer

Cramer is pinning the broad market bid on one name's stock deal gain, a read worth checking if you are trading the rally.

Oracle--you are up huge on the stock deal so there is hope.. i think this is why things are rallying
  • Replies19
  • Reposts3
  • Likes51
Read more
Reddit Pulser/wallstreetbets
AI will prevail, most AI companies will go bankrupt. This is almost a carbon copy of Dot Com.

u/Puzzled-Question-156 525 upvotes210 comments

Greenspan called it "irrational exuberance" in Dec '96 and the Nasdaq still nearly 4x'd before topping, so being right about the bubble but early is just being wrong with extra steps. Amazon dumped ~90% in the crash and still became one of the best trades of the century, while META and ORCL print tens of billions in cash flow, they're not pets.com. Doom posts always sound smarter, but the money goes to whoever can sit through the ugly headlines, not to whoever predicts them.

The thread's argument is about financing costs: the claim that money-losing AI builders now face double-digit borrowing costs while profitable ones keep compounding. The top replies push back that being early on a bubble call is still being wrong.

Read more
Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 11/2/26

  • Oil's drop pulled long rates down, lifting Amazon, Capital One, JP Morgan, Costco and Walmart on no company news
  • Non-tech growth is where the money went: medical devices like Medtronic and Intuitive Surgical, plus staples Pepsi and P&G
  • Apple's record September quarter beat on iPhone and Mac, but Cramer expects the stock lower short term on guidance
  • Oracle filed to raise $20 billion days after saying it would limit raises; Intel seen losing PC share to AMD

The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.

Read more
Biggest movers · On the open
Gainers
  • IDXXIDEXX Laboratories$641.25+16.3%
  • RIVNRivian$13.09+7.6%
  • MARMarriott International$420.95+5.4%
  • CAVACava$61.59+4.8%
  • BABAAlibaba$102.69+4.7%
Losers
  • LITELumentum$750.01-10.8%
  • CIFRCipher Digital$6.82-6.5%
  • EQNREquinor$46.03-5.6%
  • MRVLMarvell Technology$186.03-5.3%
  • ORCLOracle$124.13-5.0%

IDEXX Laboratories opened 16.33% higher, the largest single move across a 380-stock priority universe today. Lumentum anchors the other end, with Oracle and Marvell also lower.

Read more

ORCL Coverage

12:45pm ET
Investing

Nvidia Isn’t Staying in The $180s for Long

A political earthquake in Washington and a boardroom investigation into its CEO have rattled Nvidia shares, yet analysts keep raising their numbers. Two upcoming answers could decide which side of this standoff…

CRWV NBIS NVDA
Alex Sirois
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Frequently Asked Questions

What does Oracle do?

Oracle Corporation is a global technology company that provides integrated suites of cloud applications and secure, autonomous infrastructure through the Oracle Cloud.

What is the ORCL stock price target?

24/7 Wall St.'s 12-month price target for ORCL is $198.91, rated Buy. The Wall Street consensus target is $236.18. ORCL price prediction →