couter

ORCLOracle Corporation

Information TechnologyApplication Software

Oracle Corporation sells enterprise software, cloud infrastructure, and AI-driven analytics tools to global businesses. The next catalyst is Dec 8, 2026 — Q1 2027 Earnings Release, which will test whether Oracle’s AI expansion can translate into sustainable revenue growth and margin expansion.

  • Oracle’s cloud and AI revenue grew 17.3% YoY, but free cash flow remains negative, raising questions about capital deployment.
  • The company’s debt-to-equity ratio is zero, but its cash flow challenges could constrain reinvestment.
  • Larry Ellison’s net worth has dropped $100 billion, signaling investor skepticism about Oracle’s long-term value proposition.
Sep 30, 2026 — Machine Learning Predicts Oracle's News
Chart by TradingView

The schedule

  • Wed30Sep

    Oracle reported earnings per share of $1.56, missing the analyst consensus of $1.65, and provided guidance for fiscal Q4 2024 that fell below expectations. The stock fell as the earnings miss and downward guidance signaled weaker-than-expected performance and cautious outlook, leading to negative market sentiment.

  • Tue8Dec
  • Tue9Mar
  • Tue8Jun
  • Tue7Sep

Past

  • Thu10Sep

    Actual outcome: Bear · $139.52 at outcome

    Oracle announced its anticipated cloud infrastructure partnerships and AI integration progress, but the updates failed to meet elevated investor expectations for near-term revenue visibility. The lack of immediate financial impact from these AI initiatives overshadowed the strategic advancements, leading to an 8.9% decline in the stock. This divergence from the modeled short-term optimism drove shares toward the bear scenario as the market demanded more concrete monetization details.

    On September 10, Oracle is expected to announce new cloud infrastructure partnerships and progress on AI integration, which could signal strategic advancements and operational improvements. This news is likely to generate short-term optimism among investors and could lead to a positive price reaction. The announcement is seen as a key catalyst for the stock, especially given the current market conditions and Oracle's recent performance.

  • Tue10Mar

    Actual outcome: Bull · $155.11 at outcome

    Oracle surged past bull targets after reporting 44% cloud revenue growth and hiking its FY2027 revenue guidance to $90 billion, signaling that AI demand is translating into massive scale. Despite an in-line EPS result, the stock rallied as management revealed a backlog exceeding $550 billion and indicated that peak capital expenditure pressures are beginning to ease.

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