Analyst Reaffirmations: Recent analyst notes highlight Oracle's position early in a substantial investment cycle that could support revenue and earnings expansion. Market observers point to a maintained price target of $325 from one firm, underscoring potential in cloud operations.
Cloud and Backlog Focus: Discussions emphasize Oracle's reported 47% cloud revenue growth alongside a remaining performance obligation reaching $638 billion, reflecting a 363% year-over-year increase. Participants note this backlog provides visibility into future work, though conversion timelines span multiple years.
Debt and Capex Concerns: Social media commentary addresses rising debt levels near $90 billion and negative free cash flow tied to heavy capital expenditures for AI capacity. Observers weigh these factors against strong demand signals in the company's transformation toward AI infrastructure.
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:
- JEFFREY HENLEY (Vice Chairman) has made 0 purchases and 11 sales selling 400,000 shares for an estimated $63,664,039.
- STUART LEVEY (EVP, Chief Legal Officer) sold 15,000 shares for an estimated $2,642,850
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Oracle Revenue
Oracle had revenues of $19.2B in Q4 2026. This is an increase of 20.63% from the same period in the prior year.
You can track ORCL financials on Quiver Quantitative's ORCL stock page.
You can access data on ORCL stock through the Quiver Quantitative API.
Oracle Congressional Stock Trading
Members of Congress have traded $ORCL stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 05/07.
- SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Oracle Hedge Fund Activity
We have seen 1,775 institutional investors add shares of Oracle stock to their portfolio, and 1,872 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 22,899,905 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,355,981,077
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 10,531,224 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,543,350,877
- SG AMERICAS SECURITIES, LLC added 8,909,995 shares (+637.9%) to their portfolio in Q2 2026, for an estimated $1,305,759,767
- BANK OF AMERICA CORP /DE/ added 8,570,333 shares (+55.7%) to their portfolio in Q2 2026, for an estimated $1,255,982,301
- CAPITAL RESEARCH GLOBAL INVESTORS added 7,606,983 shares (+23.7%) to their portfolio in Q2 2026, for an estimated $1,114,803,358
- GOLDMAN SACHS GROUP INC added 6,281,871 shares (+41.9%) to their portfolio in Q2 2026, for an estimated $920,608,195
- COATUE MANAGEMENT LLC removed 4,440,008 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $634,876,743
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Oracle Government Contracts
We have seen $1,977,045,714 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: $1,031,569,709
- EHRM OPERATIONS: $267,237,965
- IGF::OT::IGF TASK ORDER 36C10B18N0003 UNDER IDIQ CONTRACT 36C10B18D5000 FOR OPERATIONAL MANAGEMENT SERVICES...: $234,977,868
- EHRM LICENSES AND FEES: $133,449,794
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $96,161,098
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Oracle 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 $245.0.
Here are some recent targets:
- Billy Fitzsimmons from Piper Sandler set a target price of $225.0 on 06/11/2026
- Rishi Jaluria from RBC Capital set a target price of $190.0 on 06/11/2026
- Dan Ives from Wedbush set a target price of $240.0 on 06/11/2026
- Thomas Blakey from Cantor Fitzgerald set a target price of $284.0 on 06/11/2026
- Raimo Lenschow from Barclays set a target price of $250.0 on 06/11/2026
- Derrick Wood from TD Cowen set a target price of $300.0 on 06/11/2026
- Mark L. Moerdler from Bernstein set a target price of $325.0 on 06/11/2026
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.
