Shares surge on AI announcement: Social media erupted after Oracle unveiled major AI enhancements to its Utilities Industry Suite, propelling the stock up over 11% in a single day. Traders noted this as one of the company's strongest performances in over a year, fueled by optimism around AI-driven efficiencies. The move highlighted growing investor confidence in Oracle's pivot toward artificial intelligence applications.
Partnerships bolster AI infrastructure: Discussions intensified around Oracle's expanded deal with Bloom Energy for up to 2.8 gigawatts of fuel cells to power AI data centers. Participants viewed this as a critical step in scaling cloud infrastructure amid surging demand. Such collaborations underscore the company's aggressive capex strategy to capture AI market share.
Technical breakout gains traction: Chart enthusiasts pointed to Oracle breaking out from a base while trading at its lowest price-to-earnings multiple in years. Amid broader SaaS sector pressures, some saw the stock as attractively positioned relative to peers. Sentiment leaned toward potential upside as AI tailwinds strengthen.
Note: This discussion summary was generated from an AI condensation of post data.
Oracle Insider Trading Activity
Oracle insiders have traded $ORCL stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months:
- CLAYTON M. MAGOUYRK (Chief Executive Officer) has made 0 purchases and 3 sales selling 60,000 shares for an estimated $14,542,978.
- JEFFREY BERG has made 0 purchases and 4 sales selling 49,365 shares for an estimated $13,971,266.
- DOUGLAS A KEHRING (EVP, Principal Financial Offcr) sold 35,000 shares for an estimated $6,821,149
- MARK HURA (Pres., Global Field Operations) sold 15,000 shares for an estimated $2,953,314
- MARIA SMITH (EVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $2,803,122.
- NAOMI O SELIGMAN sold 2,223 shares for an estimated $437,064
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oracle Revenue
Oracle had revenues of $17.2B in Q3 2026. This is an increase of 21.66% from the same period in the prior year.
You can track ORCL financials on Quiver Quantitative's ORCL stock page.
Oracle Congressional Stock Trading
Members of Congress have traded $ORCL stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 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 5 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 3 sales worth up to $45,000 on 02/24, 12/24, 12/19.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Oracle Hedge Fund Activity
We have seen 1,574 institutional investors add shares of Oracle stock to their portfolio, and 2,010 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 35,884,353 shares (-72.7%) from their portfolio in Q4 2025, for an estimated $6,994,219,243
- JPMORGAN CHASE & CO removed 8,349,915 shares (-16.8%) from their portfolio in Q4 2025, for an estimated $1,627,481,932
- BLACKROCK, INC. added 8,132,507 shares (+5.8%) to their portfolio in Q4 2025, for an estimated $1,585,106,939
- CAPITAL RESEARCH GLOBAL INVESTORS added 6,826,299 shares (+29.3%) to their portfolio in Q4 2025, for an estimated $1,330,513,938
- VANGUARD GROUP INC added 5,841,584 shares (+3.5%) to their portfolio in Q4 2025, for an estimated $1,138,583,137
- CAPITAL WORLD INVESTORS removed 5,269,003 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $1,026,981,374
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 4,650,737 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $906,475,148
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oracle Government Contracts
We have seen $1,158,824,988 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: $162,871,094
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $104,556,887
- EHRM LICENSES AND FEES: $97,806,309
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Oracle Analyst Ratings
Wall Street analysts have issued reports on $ORCL in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 02/03/2026
- Jefferies issued a "Buy" rating on 01/05/2026
- 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
To track analyst ratings and price targets for Oracle, check out Quiver Quantitative's $ORCL forecast page.
Oracle Price Targets
Multiple analysts have issued price targets for $ORCL recently. We have seen 27 analysts offer price targets for $ORCL in the last 6 months, with a median target of $229.0.
Here are some recent targets:
- Brett Huff from Stephens & Co. set a target price of $254.0 on 04/07/2026
- Brad Sills from B of A Securities set a target price of $200.0 on 03/24/2026
- Siti Panigrahi from Mizuho set a target price of $320.0 on 03/16/2026
- John Difucci from Guggenheim set a target price of $400.0 on 03/13/2026
- Tyler Radke from Citigroup set a target price of $320.0 on 03/12/2026
- Thomas Blakey from Cantor Fitzgerald set a target price of $229.0 on 03/11/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $210.0 on 03/11/2026
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.
