$ORCL
Oracle Corporation · NYSE · Technology
- Market cap
- 382.45B
- Volume
- 19.16M
- P/E
- 19.77
- Day range
- 124.40 – 128.33
- 52w range
- 114.50 – 287.00
- Analyst target
- 236.54
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$ORCL +0.49% at 126.16 Bill Ackman and 4 other tracked billionaires hold it. $AAPL $HPQ $NVDA https://billionairestrading.com/stocks/ORCL
Company summary
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, as well as AI, Internet-of-Things, machine learning, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware support services, and consulting and advanced customer services. It markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation has a strategic alliance with Metron, Inc. The company was founded in 1977 and is headquartered in Austin, Texas.
Institutional ownership
Institutions hold 43.38% · insiders 38.40% · 4,501 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 145.35M | $18.34B | 4.81% | 2026-06-30 |
| Vanguard Capital Management LLC | 111.79M | $14.10B | 3.70% | 2026-06-30 |
| State Street Corporation | 78.65M | $9.92B | 2.60% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 57.29M | $7.23B | 1.89% | 2026-06-30 |
| Capital Research Global Investors | 39.75M | $5.01B | 1.31% | 2026-06-30 |
| Geode Capital Management, LLC | 39.25M | $4.95B | 1.30% | 2026-06-30 |
| Morgan Stanley | 30.55M | $3.85B | 1.01% | 2026-06-30 |
| FMR, LLC | 26.03M | $3.28B | 0.86% | 2026-06-30 |
| NORGES BANK | 25.00M | $3.15B | 0.83% | 2026-06-30 |
| Bank of America Corporation | 23.95M | $3.02B | 0.79% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| RUSCKOWSKI STEPHEN H | Director | Purchase at price 139.35 per share. | 25.0K | 2026-09-29 |
| SMITH MARIA | Officer | Sale at price 151.70 per share. | 2.6K | 2026-09-22 |
| SICILIA MICHAEL D | Chief Executive Officer | Sale at price 151.59 per share. | 22.6K | 2026-09-22 |
| HENLEY JEFFREY O | Officer and Director | — | 46.5K | 2026-09-18 |
| SICILIA MICHAEL D | Chief Executive Officer | — | 109.2K | 2026-09-18 |
| MAGOUYRK CLAYTON M | Chief Executive Officer | — | 129.9K | 2026-09-18 |
| HURA MARK | Officer | — | 67.1K | 2026-09-18 |
| SMITH MARIA | Officer | — | 17.4K | 2026-09-18 |
| LEVEY STUART A | Officer | — | 20.9K | 2026-09-18 |
| SICILIA MICHAEL D | Chief Executive Officer | Sale at price 139.94 per share. | 10.9K | 2026-09-16 |
| SICILIA MICHAEL D | Chief Executive Officer | — | 52.7K | 2026-09-15 |
| HENLEY JEFFREY O | Officer and Director | Conversion of Exercise of derivative security at price 40.93 per share. | 400.0K | 2026-06-24 |
Analyst ratings
Consensus score 1.58 (1 = strong buy, 5 = sell) · mean target 236.54
- Goldman SachsBuymain2026-10-23
- Cantor FitzgeraldOverweightreit2026-10-22
- CitizensMarket Outperformreit2026-10-02
- Freedom BrokerBuymain2026-09-14
- Argus ResearchBuyreit2026-09-14
- StifelBuymain2026-09-11
- TD CowenBuyreit2026-09-11
- UBSBuymain2026-09-11
- DA DavidsonBuymain2026-09-11
- RBC CapitalSector Performmain2026-09-11
Earnings
Next report: 2026-12-14
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 4Q2025 | 2.26 | 1.64 | 0.62 |
| 1Q2026 | 1.79 | 1.69 | 0.10 |
| 2Q2026 | 2.11 | 1.96 | 0.15 |
| 3Q2026 | 1.92 | 1.74 | 0.18 |
SEC filings
- DEF 14AProxy Statements2026-09-25Open
- 8-KCorporate Changes & Voting Matters2026-09-14Open
- 10-QPeriodic Financial Reports2026-09-11Open
- 8-KCorporate Changes & Voting Matters2026-09-10Open
- 10-KPeriodic Financial Reports2026-06-22Open
- 8-KCorporate Changes & Voting Matters2026-06-10Open
- SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-29Open
- 8-KCorporate Changes & Voting Matters2026-05-12Open
- 11-KAnnual report of employee stock purchase2026-04-24Open
- 8-KCorporate Changes & Voting Matters2026-04-06Open
Latest ORCL news
- Oracle (ORCL) Commits $1 Billion To Partner AI Growth
Oracle (NYSE:ORCL) announced a multi year, $1b investment program to support partner AI solution development and commercialization. The company is expanding Oracle Marketplace globally, widening access and purchasing options for cloud applications and partner offerings. Oracle introduced new agentic AI platforms and HR and industry focused AI applications aimed at automating complex enterprise workflows. Oracle's $1b partner AI program and new agentic AI applications are only part of the...
Sat, 24 Oct 2026 10:15:43 +0000
- BE Stock Sees Worst Single-Day Fall In 3 Months — Jefferies Trims Price Target, Flags Lack Of Updates On Its Largest Opportunity With Oracle
According to TheFly, Jefferies analyst Julien Dumoulin-Smith lowered the firm's price target on Bloom Energy to $242 from $289 while maintaining a ‘Hold’ rating on the shares.
Sat, 24 Oct 2026 07:31:53 +0000
- This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%.
A company beating earnings expectations by 36% and revenue expectations by 15% would usually see a postresults bump. But not for Bloom Energy, the fuel-cell maker that has flourished due to data-center demand.
Fri, 23 Oct 2026 21:13:00 +0000
- Dan Ives Calls AI Sell-Off ‘SaaS Apocalypse 2.0,’ Says Oracle Is ‘In The Toughest Spot’
Ives said the industry is in year three of an eight to 10 year “Vegas Strip 1955”-type build out during an interview with Bloomberg.
Fri, 23 Oct 2026 13:55:18 +0000
- Prediction: Oracle Could Become a Much Bigger AI Winner Than Investors Expect
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing this AI infrastructure giant at a historic discount.
Fri, 23 Oct 2026 12:45:45 +0000
- Oracle Announces $1 Billion Investment to Accelerate Partner Growth and AI-Driven Modernization for Customers
Oracle AI World -- Oracle today announced a $1 billion commitment to its partner ecosystem to help partners capitalize on customer demand for AI-powered solutions and services.
Fri, 23 Oct 2026 12:01:00 +0000
- Oracle Expands Marketplace to Unlock New Partner Growth Opportunities
Oracle AI World -- Oracle today announced enhancements to Oracle Marketplace designed to help software and services partners, especially independent software vendors (ISVs), grow their businesses with Oracle customers and simplify purchasing. Expanded use of Oracle Universal Credits (UCs), new co-sell capabilities, and additional purchasing options help partners reach customers and sell through established budgets and buying processes. These enhancements help partners reach more customers and gr
Fri, 23 Oct 2026 12:00:00 +0000
- Bloom Energy Stock Sinks Despite Record Revenue and a Stellar Outlook. Is It Time to Buy?
Bloom Energy projects over 100% revenue growth this year as demand from AI data centers explodes.
Fri, 23 Oct 2026 18:03:53 +0000