Recent discussions on X about Oracle Corporation (ORCL) have centered around the company's strong performance in the AI and cloud computing sectors. Posts on the platform highlight a significant surge in stock value, with some noting a rise of over 60% in the past year, driven by bullish analyst predictions and strategic integrations of AI technologies. The buzz also includes anticipation for upcoming earnings, with many curious about whether the momentum will hold.
Another focal point on X is Oracle's cloud infrastructure growth, with users pointing to impressive year-over-year revenue increases and major deals as signs of robust demand. Some have expressed optimism about the company's raised revenue guidance and its competitive edge against other tech giants in the cloud space. These conversations reflect a dynamic interest in how Oracle is positioning itself for future growth amid rapid industry shifts.
Note: This discussion summary was generated from an AI condensation of post data.
Oracle Corporation Congressional Stock Trading
Members of Congress have traded $ORCL stock 13 times in the past 6 months. Of those trades, 6 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 05/08, 03/05 and 2 sales worth up to $100,000 on 05/12, 04/07.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 04/16.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/08, 03/11.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Oracle Corporation Insider Trading Activity
Oracle Corporation insiders have traded $ORCL stock on the open market 43 times in the past 6 months. Of those trades, 1 have been purchases and 42 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months:
- SAFRA CATZ (Chief Executive Officer) has made 0 purchases and 31 sales selling 8,694,918 shares for an estimated $1,825,887,891.
- JEFFREY HENLEY (Vice Chairman) has made 0 purchases and 2 sales selling 400,000 shares for an estimated $76,169,016.
- MICHAEL D. SICILIA (President, Industries) sold 15,880 shares for an estimated $4,041,142
- LEON E PANETTA has made 0 purchases and 2 sales selling 22,500 shares for an estimated $3,295,501.
- CLAYTON M. MAGOUYRK (President, OCI) sold 15,000 shares for an estimated $3,211,483
- MARIA SMITH (EVP, Chief Accounting Officer) sold 10,000 shares for an estimated $2,329,897
- GEORGE H CONRADES sold 8,169 shares for an estimated $1,743,999
- NAOMI O SELIGMAN has made 0 purchases and 3 sales selling 8,169 shares for an estimated $1,490,837.
- 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 Hedge Fund Activity
We have seen 1,851 institutional investors add shares of Oracle Corporation stock to their portfolio, and 1,519 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FISHER ASSET MANAGEMENT, LLC removed 8,714,141 shares (-49.5%) from their portfolio in Q2 2025, for an estimated $1,905,172,646
- FMR LLC removed 7,143,518 shares (-22.3%) from their portfolio in Q2 2025, for an estimated $1,561,787,340
- NORGES BANK added 6,255,302 shares (+47.0%) to their portfolio in Q2 2025, for an estimated $1,367,596,676
- FRANKLIN RESOURCES INC removed 6,076,996 shares (-38.1%) from their portfolio in Q2 2025, for an estimated $1,328,613,635
- VICTORY CAPITAL MANAGEMENT INC added 5,925,776 shares (+683.5%) to their portfolio in Q2 2025, for an estimated $1,295,552,406
- AMUNDI removed 5,486,321 shares (-43.1%) from their portfolio in Q2 2025, for an estimated $1,199,474,360
- GAMMA INVESTING LLC removed 4,718,819 shares (-99.2%) from their portfolio in Q2 2025, for an estimated $1,031,675,397
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oracle Corporation Government Contracts
We have seen $1,065,651,570 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:
- OPTIMIZATION OF THE EHRM SYSTEM: $299,999,848
- IGF::OT::IGF TASK ORDER 36C10B18N0003 UNDER IDIQ CONTRACT 36C10B18D5000 FOR OPERATIONAL MANAGEMENT SERVICES...: $217,811,814
- EHRM OPERATIONS: $206,997,090
- EHRM LICENSES AND FEES: $97,806,309
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $77,161,208
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 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 08/15/2025
- TD Cowen issued a "Buy" rating on 08/06/2025
- JMP Securities issued a "Market Outperform" rating on 07/18/2025
- Scotiabank issued a "Sector Outperform" rating on 07/17/2025
- UBS issued a "Buy" rating on 07/17/2025
- Piper Sandler issued a "Overweight" rating on 07/10/2025
- BMO Capital issued a "Outperform" rating on 07/02/2025
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 25 analysts offer price targets for $ORCL in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- Siti Panigrahi from Mizuho set a target price of $300.0 on 08/15/2025
- Derrick Wood from TD Cowen set a target price of $325.0 on 08/06/2025
- Brad Sills from B of A Securities set a target price of $295.0 on 08/05/2025
- Patrick Walravens from JMP Securities set a target price of $315.0 on 07/18/2025
- Karl Keirstead from UBS set a target price of $280.0 on 07/17/2025
- Patrick Colville from Scotiabank set a target price of $300.0 on 07/17/2025
- Kirk Materne from Evercore ISI Group set a target price of $270.0 on 07/14/2025
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.
