Oracle (ORCL) to Post Quarterly Earnings on Tuesday

Key Points

• Oracle is expected to report fiscal Q1 2027 results after Tuesday’s market close, with analysts forecasting $1.73 in earnings per share and $19.13 billion in revenue—roughly in line with the company’s guidance.
• In the prior quarter, Oracle beat consensus with $2.11 EPS and $19.18 billion in revenue, while revenue increased 20.6% year over year. The company also pays a quarterly dividend of $0.50, representing a 1.3% yield.
• Investor focus remains on Oracle’s AI opportunity and heavy infrastructure spending: strong bookings could support long-term cloud growth, but upfront costs may pressure cash flow, margins and near-term earnings. Analysts maintain a “Moderate Buy” consensus with a $263.97 price target.

Oracle (NYSE:ORCL - Get Free Report) is expected to be issuing its Q1 2027 results after the market closes on Tuesday, September 8th. Analysts expect Oracle to announce earnings of $1.73 per share and revenue of $19.1314 billion for the quarter. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Interested persons can find conference call details on the company's upcoming Q1 2027 earning overview page for the latest details on the call scheduled for Friday, September 11, 2026 at 4:00 PM ET.

Oracle (NYSE:ORCL - Get Free Report) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the business posted $1.70 EPS. The company's revenue for the quarter was up 20.6% on a year-over-year basis. On average, analysts expect Oracle to post $6 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Oracle Stock Performance

Shares of NYSE ORCL opened at $149.43 on Tuesday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The firm's 50-day moving average price is $140.21 and its two-hundred day moving average price is $160.55. Oracle has a 52-week low of $114.50 and a 52-week high of $345.72. The stock has a market capitalization of $430.43 billion, a P/E ratio of 25.63, a P/E/G ratio of 0.94 and a beta of 1.72.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's dividend payout ratio is 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI opportunity remains a major potential catalyst. One analysis highlights the company’s large AI-related bookings and its position as a beneficiary of Nvidia’s expanding technology ecosystem, while another reports that Erste Group Bank raised its FY2028 EPS estimates. Nvidia Changes Everything, Says Top Investor About Oracle Stock FY2028 EPS Estimates for Oracle Boosted by Erste Group Bank
• Positive Sentiment: Oracle Health is expanding its Clinical AI Agent in the United States to support professional-fee coding, real-time dictation and chart review. Integrating these tools with Oracle’s cloud and AI stack could strengthen its role in mission-critical healthcare systems and support longer-term cloud growth. Is Oracle Using Healthcare AI to Quietly Redefine Its Core Cloud Strategy?
• Neutral Sentiment: Oracle was identified as a key vendor in blockchain and 5G-edge technology, and was included among suppliers expected to benefit from growth in the inventory-control software market. These reports point to addressable-market opportunities but do not provide a new financial forecast or contract announcement. Oracle Is Named a Key Vendor in Blockchain and 5G Edge
• Negative Sentiment: Investors remain concerned that Oracle’s spending to build AI capacity will arrive before the associated revenue. Record bookings may take time to convert into sales, potentially pressuring cash flow, margins and near-term earnings. The Bill for Oracle’s AI Build Arrived Before the Revenue
• Negative Sentiment: Commentary describing Oracle as a potential chronic underperformer, along with comparisons showing weakness versus the broader market, added to the cautious tone. The company’s upcoming earnings report is therefore viewed as an important catalyst capable of producing a sizable move. Oracle May Remain a Chronic Underperformer Oracle at a Crossroads: Big Earnings Could Trigger a Massive Swing

Analyst Ratings Changes

Several research firms have commented on ORCL. Arete Research set a $255.00 target price on shares of Oracle and gave the company a "buy" rating in a research note on Thursday, May 7th. Scotiabank reaffirmed an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Piper Sandler increased their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a report on Thursday, June 11th. Weiss Ratings lowered shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. Finally, Bank of America boosted their target price on Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a report on Tuesday, June 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $263.97.

Insider Activity at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the sale, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Institutional Trading of Oracle

Large investors have recently made changes to their positions in the stock. State Street Corp grew its position in shares of Oracle by 4.4% in the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock valued at $14,916,026,000 after purchasing an additional 3,216,915 shares during the last quarter. Morgan Stanley lifted its position in shares of Oracle by 1.9% during the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock worth $5,286,953,000 after purchasing an additional 495,146 shares during the last quarter. Amundi lifted its position in shares of Oracle by 32.9% during the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock worth $2,809,609,000 after purchasing an additional 2,385,556 shares during the last quarter. FIL Ltd boosted its stake in Oracle by 1,605.7% during the 4th quarter. FIL Ltd now owns 3,976,441 shares of the enterprise software provider's stock valued at $775,048,000 after purchasing an additional 3,743,314 shares during the period. Finally, Ensign Peak Advisors Inc boosted its stake in Oracle by 18.8% during the 4th quarter. Ensign Peak Advisors Inc now owns 3,597,367 shares of the enterprise software provider's stock valued at $701,163,000 after purchasing an additional 568,894 shares during the period. Institutional investors own 42.44% of the company's stock.

Oracle Company Profile

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.

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