Recent discussions on X about Oracle Corporation (ORCL) have been buzzing with excitement following the company’s latest earnings report, which revealed a staggering 359% increase in contracted revenue, largely tied to AI and cloud infrastructure. Many users on the platform have expressed astonishment at the projected growth, with some pointing to a reported $455 billion in future revenue as a sign of Oracle’s transformation into a key player in the AI revolution. The stock’s significant surge—up over 30% in a single day—has fueled intense conversations about the company’s strategic direction.
Additionally, posts on X have highlighted Oracle’s leadership changes and massive bond sales to fund AI infrastructure, though not all reactions are purely optimistic. Some users have noted cautious market responses, with minor pullbacks in stock price amid concerns over the reality of high-profile deals and long-term execution risks. The mix of awe and scrutiny keeps the dialogue dynamic as investors weigh Oracle’s bold moves in a rapidly evolving tech landscape.
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 14 times in the past 6 months. Of those trades, 7 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 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 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 3 times. They made 1 purchase worth up to $50,000 on 05/08 and 2 sales worth up to $100,000 on 05/12, 04/07.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 04/16.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 04/15.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- 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 48 times in the past 6 months. Of those trades, 1 have been purchases and 47 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) has made 0 purchases and 3 sales selling 66,048 shares for an estimated $20,029,695.
- CLAYTON M. MAGOUYRK (President, OCI) has made 0 purchases and 2 sales selling 36,241 shares for an estimated $9,522,348.
- WILLIAM G PARRETT sold 11,500 shares for an estimated $3,519,000
- LEON E PANETTA has made 0 purchases and 2 sales selling 22,500 shares for an estimated $3,295,501.
- MARIA SMITH (EVP, Chief Accounting Officer) sold 10,000 shares for an estimated $2,329,897
- NAOMI O SELIGMAN has made 0 purchases and 4 sales selling 10,391 shares for an estimated $2,132,795.
- 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 1,823 institutional investors add shares of Oracle Corporation stock to their portfolio, and 1,371 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 $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 21 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 09/26/2025
- Rothschild & Co issued a "Sell" rating on 09/25/2025
- JMP Securities issued a "Market Outperform" rating on 09/24/2025
- Barclays issued a "Overweight" rating on 09/11/2025
- UBS issued a "Buy" rating on 09/10/2025
- Mizuho issued a "Outperform" rating on 09/10/2025
- Cantor Fitzgerald issued a "Overweight" rating on 09/10/2025
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 28 analysts offer price targets for $ORCL in the last 6 months, with a median target of $346.0.
Here are some recent targets:
- Mark L. Moerdler from Bernstein set a target price of $364.0 on 09/26/2025
- Alex Haissl from Rothschild & Co set a target price of $175.0 on 09/25/2025
- Patrick Walravens from JMP Securities set a target price of $342.0 on 09/24/2025
- Keith Weiss from Morgan Stanley set a target price of $320.0 on 09/23/2025
- Nay Soe Naing from Berenberg set a target price of $306.0 on 09/15/2025
- Kash Rangan from Goldman Sachs set a target price of $310.0 on 09/15/2025
- Gil Luria from DA Davidson set a target price of $300.0 on 09/12/2025
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.
