AI Concerns Dominate: Recent discussions on social media about Oracle Corporation have heavily focused on its significant stock decline, with shares dropping over 40% from a September peak. Many users express worry over the company’s aggressive AI investments, citing rising debt and delayed infrastructure projects as red flags. This has sparked debates about whether the AI hype is a bubble waiting to burst.
Mixed Perspectives Emerge: Despite the downturn, some on social media highlight Oracle’s massive cloud revenue projections and AI data center commitments as reasons for optimism. A few argue the current pessimism has left the stock undervalued, pointing to analyst price targets far above current levels. Others remain skeptical, questioning if the company’s financial strategy can sustain such ambitious growth.
Note: This discussion summary was generated from an AI condensation of post data.
Oracle Corporation Insider Trading Activity
Oracle Corporation insiders have traded $ORCL stock on the open market 19 times in the past 6 months. Of those trades, 1 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months:
- MICHAEL D. SICILIA (President, Industries) has made 0 purchases and 3 sales selling 66,048 shares for an estimated $20,029,695.
- CLAYTON M. MAGOUYRK (Chief Executive Officer) has made 0 purchases and 3 sales selling 71,241 shares for an estimated $19,301,524.
- JEFFREY BERG has made 0 purchases and 4 sales selling 49,365 shares for an estimated $13,971,266.
- STUART LEVEY (EVP, Chief Legal Officer) sold 19,758 shares for an estimated $5,927,400
- MARIA SMITH (EVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $5,133,019.
- WILLIAM G PARRETT sold 11,500 shares for an estimated $3,519,000
- NAOMI O SELIGMAN has made 0 purchases and 3 sales selling 7,748 shares for an estimated $1,849,678.
- RONA ALISON FAIRHEAD purchased 480 shares for an estimated $112,257
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oracle Corporation Revenue
Oracle Corporation had revenues of $16.1B in Q2 2026. This is an increase of 14.22% from the same period in the prior year.
You can track ORCL financials on Quiver Quantitative's ORCL stock page.
Oracle Corporation Congressional Stock Trading
Members of Congress have traded $ORCL stock 14 times in the past 6 months. Of those trades, 6 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 10/07.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $200,000 on 09/23, 09/18, 09/17 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 09/15, 09/12.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 09/12.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Oracle Corporation Hedge Fund Activity
We have seen 1,841 institutional investors add shares of Oracle Corporation stock to their portfolio, and 1,737 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 11,518,787 shares (+123.9%) to their portfolio in Q3 2025, for an estimated $3,239,543,655
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,369,998 shares (+61.2%) to their portfolio in Q3 2025, for an estimated $2,635,218,237
- JENNISON ASSOCIATES LLC added 8,800,546 shares (+2062.4%) to their portfolio in Q3 2025, for an estimated $2,475,065,557
- FMR LLC added 7,047,855 shares (+28.3%) to their portfolio in Q3 2025, for an estimated $1,982,138,740
- NORGES BANK added 6,255,302 shares (+47.0%) to their portfolio in Q2 2025, for an estimated $1,367,596,676
- VANGUARD GROUP INC added 4,681,626 shares (+2.8%) to their portfolio in Q3 2025, for an estimated $1,316,660,496
- BLACKROCK, INC. added 4,417,021 shares (+3.3%) to their portfolio in Q3 2025, for an estimated $1,242,242,986
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oracle Corporation Government Contracts
We have seen $1,026,679,082 of award payments to $ORCL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EHRM WAVES K, L, M (VISN 23) AND N, O (VISN 15) DEPLOYMENTS: $345,933,136
- IGF::OT::IGF TASK ORDER 36C10B18N0003 UNDER IDIQ CONTRACT 36C10B18D5000 FOR OPERATIONAL MANAGEMENT SERVICES...: $217,811,814
- EHRM OPERATIONS: $113,079,612
- EHRM LICENSES AND FEES: $97,806,309
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $82,739,388
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Oracle Corporation Analyst Ratings
Wall Street analysts have issued reports on $ORCL in the last several months. We have seen 20 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 12/11/2025
- Bernstein issued a "Outperform" rating on 12/11/2025
- BMO Capital issued a "Outperform" rating on 12/11/2025
- Deutsche Bank issued a "Buy" rating on 11/26/2025
- Baird issued a "Outperform" rating on 11/18/2025
- Guggenheim issued a "Buy" rating on 10/17/2025
- Piper Sandler issued a "Overweight" rating on 10/17/2025
To track analyst ratings and price targets for Oracle Corporation, check out Quiver Quantitative's $ORCL forecast page.
Oracle Corporation Price Targets
Multiple analysts have issued price targets for $ORCL recently. We have seen 30 analysts offer price targets for $ORCL in the last 6 months, with a median target of $322.5.
Here are some recent targets:
- Kash Rangan from Goldman Sachs set a target price of $220.0 on 12/12/2025
- Brad Sills from B of A Securities set a target price of $300.0 on 12/11/2025
- Derrick Wood from TD Cowen set a target price of $350.0 on 12/11/2025
- Keith Bachman from BMO Capital set a target price of $270.0 on 12/11/2025
- Mark L. Moerdler from Bernstein set a target price of $339.0 on 12/11/2025
- Brad Reback from Stifel set a target price of $275.0 on 12/11/2025
- Hannah Rudoff from Piper Sandler set a target price of $290.0 on 12/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
