OpenAI Partnership: Social media is abuzz with enthusiasm over Oracle's expanded collaboration with OpenAI, emphasizing robust capacity builds to fuel accelerating AI model adoption. Investors argue that despite OpenAI's internal challenges, surging GPU rental prices signal unbreakable demand for Oracle's cloud infrastructure. This positions the company strongly amid the AI boom.
Data Center Investments: Conversations highlight Oracle's aggressive expansions, including $16 billion in Michigan financing and innovative fuel cell power for New Mexico campuses. Record cloud backlog and projections of $90 billion in AI revenue by 2027 dominate the narrative, with layoffs framed as strategic cash flow maneuvers for capex. These moves underscore a pivot to AI infrastructure leadership.
Technical Optimism: Traders point to bullish MACD reversals, smart money zones, and endorsements from firms like Morgan Stanley naming Oracle among discounted software leaders. Pullbacks are viewed as buying opportunities amid ongoing cloud revenue surges. The discourse reflects confidence in sustained momentum.
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months:
- DOUGLAS A KEHRING (EVP, Principal Financial Offcr) sold 35,000 shares for an estimated $6,821,149
- CLAYTON M. MAGOUYRK (Chief Executive Officer) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,477,470.
- MARK HURA (Pres., Global Field Operations) sold 15,000 shares for an estimated $2,953,314
- STUART LEVEY (EVP, Chief Legal Officer) sold 15,000 shares for an estimated $2,642,850
- NAOMI O SELIGMAN sold 2,223 shares for an estimated $437,064
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.
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, 2 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 JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/23.
- 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.
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.
Oracle Hedge Fund Activity
We have seen 1,609 institutional investors add shares of Oracle stock to their portfolio, and 2,074 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Oracle Government Contracts
We have seen $1,313,018,373 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: $499,519,521
- 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 28 analysts offer price targets for $ORCL in the last 6 months, with a median target of $227.0.
Here are some recent targets:
- Daniel Ives from Wedbush set a target price of $225.0 on 04/29/2026
- Keith Weiss from Morgan Stanley set a target price of $207.0 on 04/23/2026
- 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
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.
