AI Revenue Surge: Recent chatter on X about Oracle Corporation (ORCL) has been dominated by the company’s staggering 359% increase in contracted revenue, largely driven by AI and cloud infrastructure growth. Many are highlighting a reported $455 billion in future revenue as evidence of Oracle’s pivot to a major tech contender. The excitement is palpable as discussions focus on whether this momentum can hold.
Stock Price Volatility: Despite the bullish outlook on AI, some posts on X have noted recent turbulence in ORCL’s stock price, with a notable dip to $277.18 after a 4.85% drop in a single session. There’s debate over whether this reflects concerns about profitability in the AI cloud division or simply a market correction. This mix of optimism and caution keeps the conversation dynamic.
Long-Term Outlook: Analysts and users on X are also buzzing about Oracle’s long-term guidance, with some pointing to a projected $166 billion in revenue by FY30 for its cloud infrastructure. Posts suggest that strategic partnerships and infrastructure growth could cement Oracle’s position in the AI race. The narrative remains one of transformation and potential.
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 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
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 50 times in the past 6 months. Of those trades, 1 have been purchases and 49 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.
- CLAYTON M. MAGOUYRK (Chief Executive Officer) has made 0 purchases and 3 sales selling 76,241 shares for an estimated $20,587,856.
- MICHAEL D. SICILIA (President, Industries) has made 0 purchases and 3 sales selling 66,048 shares for an estimated $20,029,695.
- 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
- LEON E PANETTA sold 17,500 shares for an estimated $2,646,651
- NAOMI O SELIGMAN has made 0 purchases and 3 sales selling 8,391 shares for an estimated $1,841,175.
- GEORGE H CONRADES sold 8,169 shares for an estimated $1,743,999
- 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 1,829 institutional investors add shares of Oracle Corporation stock to their portfolio, and 1,486 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
- CAPITAL RESEARCH GLOBAL INVESTORS added 4,033,717 shares (+21.2%) to their portfolio in Q2 2025, for an estimated $881,891,547
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oracle Corporation Government Contracts
We have seen $647,073,623 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:
- 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...: $80,661,198
- THIS TASK ORDER PROVIDES ENTERPRISE PROGRAM AND PROJECT MANAGEMENT SUPPORT SERVICES FOR THE VA EHRM SYSTEM....: $39,408,972
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 22 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 10/17/2025
- JMP Securities issued a "Market Outperform" rating on 10/17/2025
- Barclays issued a "Overweight" rating on 10/17/2025
- Guggenheim issued a "Buy" rating on 10/17/2025
- UBS issued a "Buy" rating on 10/17/2025
- Piper Sandler issued a "Overweight" rating on 10/17/2025
- Jefferies issued a "Buy" 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 $355.0.
Here are some recent targets:
- Brent Bracelin from Piper Sandler set a target price of $380.0 on 10/17/2025
- John Difucci from Guggenheim set a target price of $400.0 on 10/17/2025
- Brett Huff from Stephens & Co. set a target price of $331.0 on 10/17/2025
- Patrick Walravens from JMP Securities set a target price of $342.0 on 10/17/2025
- Kirk Materne from Evercore ISI Group set a target price of $385.0 on 10/17/2025
- Karl Keirstead from UBS set a target price of $380.0 on 10/17/2025
- Rishi Jaluria from RBC Capital set a target price of $310.0 on 10/17/2025
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.
