Earnings Release: Oracle reported revenue growth of 21 percent to $19.2 billion in the latest quarter, driven largely by a 47 percent surge in cloud infrastructure. Observers on social media noted strong sequential increases in remaining performance obligations, signaling robust demand for AI-related services.
Capital Concerns: Despite the beat on earnings and revenue, discussion highlighted worries over elevated capital expenditures needed to meet backlogs. Analysts and traders pointed to potential pressure on free cash flow and the need for additional financing to support infrastructure buildouts.
Stock Movement: The shares declined around 10 percent following the report as market participants weighed execution risks against long-term growth prospects in the cloud segment. Sentiment remains focused on whether backlog conversion can offset near-term cost challenges.
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 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 8 times in the past 6 months. Of those trades, 1 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:
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 05/07.
- 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 4 times. They made 1 purchase worth up to $15,000 on 01/30 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 Congress trades endpoint.
Oracle Hedge Fund Activity
We have seen 1,666 institutional investors add shares of Oracle stock to their portfolio, and 2,193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 8,349,915 shares (-16.8%) from their portfolio in Q4 2025, for an estimated $1,627,481,932
- FMR LLC removed 6,391,444 shares (-21.8%) from their portfolio in Q1 2026, for an estimated $913,912,577
- VANGUARD GROUP INC added 5,841,584 shares (+3.5%) to their portfolio in Q4 2025, for an estimated $1,138,583,137
- BNP PARIBAS FINANCIAL MARKETS added 4,942,597 shares (+123.5%) to their portfolio in Q1 2026, for an estimated $706,741,945
- BLACKROCK, INC. removed 4,548,275 shares (-3.1%) from their portfolio in Q1 2026, for an estimated $650,357,842
- CARDANO RISK MANAGEMENT B.V. removed 4,475,051 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $639,887,542
- 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 $1,505,564,909 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
- EHRM OPERATIONS: $352,649,239
- IGF::OT::IGF TASK ORDER 36C10B18N0003 UNDER IDIQ CONTRACT 36C10B18D5000 FOR OPERATIONAL MANAGEMENT SERVICES...: $220,337,868
- EHRM LICENSES AND FEES: $133,449,794
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $90,849,599
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 Analyst Ratings
Wall Street analysts have issued reports on $ORCL in the last several months. We have seen 2 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
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 $247.5.
Here are some recent targets:
- Mark L. Moerdler from Bernstein set a target price of $325.0 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
- Rishi Jaluria from RBC Capital set a target price of $190.0 on 06/11/2026
- Keith Bachman from BMO Capital set a target price of $220.0 on 06/11/2026
- Patrick Colville from Scotiabank set a target price of $241.0 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.
