Oracle (ORCL) Expected to Announce Earnings on Thursday

Oracle (NYSE:ORCL) is expected to announce its Q1 2027 results after the market closes on Thursday, September 10th. Analysts expect the company to announce earnings of $1.74 per share and revenue of $19.1314 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q1 2027 earning report for the latest details on the call scheduled for Thursday, September 10, 2026 at 5:00 PM ET.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the company posted $1.70 earnings per share. The company’s quarterly revenue was up 20.6% compared to the same quarter last year. On average, analysts expect Oracle to post $6 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Oracle Stock Performance

Shares of ORCL opened at $162.52 on Wednesday. The stock has a market capitalization of $468.13 billion, a price-to-earnings ratio of 27.88, a PEG ratio of 1.18 and a beta of 1.74. Oracle has a 12 month low of $114.50 and a 12 month high of $345.72. The firm has a fifty day simple moving average of $140.26 and a 200 day simple moving average of $160.39. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst optimism supported the stock. Guggenheim named Oracle its “best idea” ahead of earnings, while Morgan Stanley raised its price target and other analysts reiterated Buy ratings. Bullish targets reflect expectations for accelerating Oracle Cloud Infrastructure growth, stronger software demand and potential upside if the company converts its large backlog. Guggenheim Calls Oracle Stock Its Best Idea Ahead of Q1 Earnings
• Positive Sentiment: AI and OpenAI exposure improved sentiment. Oracle’s reported multiyear, roughly $300 billion OpenAI infrastructure arrangement makes it a major beneficiary of expanding AI-compute demand. Optimism around OpenAI’s latest model and Oracle’s role as an AI infrastructure provider renewed interest in the stock. Oracle’s Stock Gets a Boost as the OpenAI Ecosystem Comes Back Into Favor
• Positive Sentiment: The $638 billion remaining performance obligation backlog is a major potential catalyst. Investors see the backlog as evidence of strong future demand and a possible source of significant revenue growth through 2028, particularly if Oracle can accelerate delivery of cloud and AI capacity. Oracle’s Cloud Infrastructure Backlog Could Make It a Leading AI Stock
• Neutral Sentiment: Earnings are the immediate test. Investors will watch cloud growth, backlog conversion, capital spending, free cash flow and any update on financing requirements. Options markets imply an unusually large post-earnings move, underscoring elevated expectations. Oracle’s Backlog Meets Its Balance Sheet
• Negative Sentiment: Financing and cash-flow risks remain significant. Analysts caution that heavy AI infrastructure spending, rising leverage and possible equity or debt financing could limit free cash flow and shareholder returns. Higher interest rates may further pressure Oracle’s borrowing costs. Analyst Maintains Hold on Oracle
• Negative Sentiment: Regulatory uncertainty is an additional overhang. European regulators have asked questions about Oracle’s cloud licensing practices ahead of earnings, creating a potential legal and competitive risk. EU Regulators Warn Oracle Ahead of Earnings

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Institutional Trading of Oracle

A number of institutional investors and hedge funds have recently made changes to their positions in ORCL. Mpwm Advisory Solutions LLC boosted its stake in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Talisman Wealth Advisors LLC grew its holdings in shares of Oracle by 1.9% during the second quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock worth $675,000 after purchasing an additional 59 shares during the last quarter. Oxford Financial Group LTD. LLC grew its holdings in shares of Oracle by 1.0% during the second quarter. Oxford Financial Group LTD. LLC now owns 6,317 shares of the enterprise software provider’s stock worth $1,381,000 after purchasing an additional 64 shares during the last quarter. High Falls Advisors Inc increased its stake in shares of Oracle by 2.0% in the fourth quarter. High Falls Advisors Inc now owns 3,540 shares of the enterprise software provider’s stock valued at $690,000 after buying an additional 70 shares during the period. Finally, Osterweis Capital Management Inc. increased its stake in shares of Oracle by 4.0% in the fourth quarter. Osterweis Capital Management Inc. now owns 1,919 shares of the enterprise software provider’s stock valued at $374,000 after buying an additional 74 shares during the period. Institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on ORCL. BTIG Research reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a research report on Friday, June 5th. Wolfe Research reissued an “outperform” rating and set a $225.00 price target on shares of Oracle in a research report on Thursday, June 11th. DA Davidson raised their price target on Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Barclays boosted their price target on Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday, June 11th. Finally, Mizuho set a $320.00 price objective on Oracle in a research note on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $261.68.

About Oracle

Oracle Corporation is a global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company’s products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.