Equities Analysts Issue Forecasts for Oracle FY2026 Earnings

Oracle Corporation (NYSE:ORCL) – Scotiabank boosted their FY2026 EPS estimates for shares of Oracle in a report released on Friday, June 5th. Scotiabank analyst P. Colville now expects that the enterprise software provider will post earnings of $6.22 per share for the year, up from their prior forecast of $6.13. Scotiabank has a “Outperform” rating on the stock. The consensus estimate for Oracle’s current full-year earnings is $6.08 per share. Scotiabank also issued estimates for Oracle’s FY2027 earnings at $6.47 EPS.

Oracle (NYSE:ORCL) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the business posted $1.47 EPS.

ORCL has been the subject of a number of other reports. Cantor Fitzgerald boosted their target price on shares of Oracle from $229.00 to $284.00 and gave the company an “overweight” rating in a research note on Friday. Bank of America reaffirmed a “buy” rating on shares of Oracle in a research note on Tuesday. UBS Group upped their price target on shares of Oracle from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, June 2nd. Mizuho set a $320.00 price target on shares of Oracle in a research note on Wednesday, June 3rd. Finally, Evercore reaffirmed an “outperform” rating and issued a $245.00 price target on shares of Oracle in a research note on Monday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $268.39.

Oracle Trading Down 0.9%

Oracle stock opened at $211.66 on Tuesday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a 50-day moving average price of $180.60 and a two-hundred day moving average price of $178.19. The firm has a market capitalization of $608.76 billion, a price-to-earnings ratio of 38.00, a PEG ratio of 2.01 and a beta of 1.65. Oracle has a 52-week low of $134.57 and a 52-week high of $345.72.

Institutional Trading of Oracle

A number of hedge funds and other institutional investors have recently made changes to their positions in ORCL. Xponance Inc. lifted its holdings in shares of Oracle by 1.8% during the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after acquiring an additional 7,320 shares during the period. DDD Partners LLC bought a new position in shares of Oracle during the 4th quarter worth about $1,677,000. William Blair Investment Management LLC lifted its holdings in shares of Oracle by 28.6% during the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock worth $311,497,000 after acquiring an additional 246,243 shares during the period. New Mexico Educational Retirement Board lifted its holdings in shares of Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock worth $14,928,000 after acquiring an additional 3,100 shares during the period. Finally, KADENSA CAPITAL Ltd lifted its holdings in shares of Oracle by 1,945.8% during the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock worth $26,081,000 after acquiring an additional 88,203 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts remain constructive: Jefferies reiterated a Buy rating with a $320 target, while Oppenheimer and Scotiabank also raised targets, citing improving demand for Oracle’s cloud infrastructure and AI-related services.
• Positive Sentiment: Several previews suggest Oracle’s cloud infrastructure revenue could beat expectations, helped by AI-driven demand and easing capacity constraints, which could support a strong earnings reaction if management delivers. Oracle Cloud Infrastructure Revenue Could Exceed Expectations, Oppenheimer Says
• Positive Sentiment: Oracle’s NetSuite unit was named Frost & Sullivan’s 2026 Global Company of the Year for AI Cloud ERP, reinforcing the company’s product momentum and AI positioning.
• Neutral Sentiment: Options traders are bracing for a large post-earnings move, with implied volatility pointing to a roughly 13% swing, signaling elevated uncertainty rather than a clear directional bet. Oracle Stock (ORCL) Could Swing 13% after Q4 Earnings — Here’s What Options Traders Expect
• Neutral Sentiment: Some coverage highlights the bull case, but other pieces warn that Oracle’s premium valuation, legacy business declines, and heavy AI infrastructure spending could limit upside if results or guidance disappoint. Oracle Earnings On Deck As Rally For AI Stocks Wobbles. Here’s What To Watch.
• Negative Sentiment: Bearish options data and commentary suggest some traders are hedging against disappointment, reflecting concern that AI capex and tough expectations could weigh on the stock if Oracle misses estimates or offers cautious guidance. Ahead of Oracle Earnings, Here’s What Barchart Data Says Comes Next for ORCL Stock

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.