Oracle Corporation

ORCL

Oracle Corporation

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Oracle Corporation.

R40: 11 · 2026 Q4 $379.48B
$129.87
News

Coverage

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Rule of 40 2026 Q4
10.9
✗ Below 40
Revenue Growth YoY +20.6%
+
FCF Margin -9.8%
History
45
Q1
-10
Q2
7
Q3
-7
Q4
2025 R40 +8
10
Q1
-48
Q2
-45
Q3
11
Q4
2026 R40 -18
ANALYST RATINGS
Buy Avg target withheld — over 90 days old
Latest analyst action Feb 10, 2026
ORCL
DA Davidson
Buy $180
Upgrade
2026-02-09
BMO Capital Markets
Outperform $205
Reiterated
2026-02-04
Goldman
Buy $240
Resumed
2026-01-12
BMO Capital Markets
Outperform $270
Reiterated
2025-12-11
Wells Fargo
Overweight $280
Initiated
2025-12-03

See all 18 ratings →

Company timeline

Earnings release dates

Quarter End date Publication date Release
2027 Q1 2026-08-31 2026-09-09 Details →
2026 Q4 2026-05-31 2026-06-10 Details →
2026 Q3 2026-02-28 2026-03-11 Details →
2026 Q2 2025-11-30 2025-12-09 Details →
2026 Q1 2025-08-31 2025-09-09 Details →
2025 Q4 2025-05-31 2025-06-10 Details →
2025 Q3 2025-02-28 2025-03-10 Details →
2025 Q2 2024-11-30 2024-12-09 Details →
2025 Q1 2024-08-31 2024-09-09 Details →

All ORCL earnings →

Background

Company History

Exchange
NYSE
IPO Date
Mar 12, 1986
Shares Outstanding
2.92B
1977
Founding as Software Development Laboratories

Larry Ellison and team launch company focused on relational databases, pioneering commercial SQL implementation and setting stage for enterprise dominance.

1986
IPO on NASDAQ

Public listing provides capital surge during early database boom, fueling rapid expansion and establishing Oracle as a tech growth stock.

2005
Hostile Acquisition of PeopleSoft

$10.3B takeover expands enterprise applications suite amid consolidation wave, shifting narrative to aggressive M&A growth strategy.

2010
Acquisition of Sun Microsystems

$7.4B deal brings Java, hardware engineering, and open-source assets; marks entry into integrated hardware-software but initially weighs on margins.

2016
Acquisition of NetSuite

$9.3B purchase accelerates cloud ERP transition, signaling pivot from on-premise legacy to SaaS amid slowing traditional revenue.

2022
Completion of Cerner Acquisition

$28B healthcare IT deal diversifies into verticals, but integration challenges and debt highlight risks in late-stage M&A era.

2023
Cloud Infrastructure and AI Partnerships Surge

Major deals (e.g., with Nvidia, OpenAI potential) and OCI growth ignite stock rally, reframing Oracle as viable hyperscaler challenger.

2025
AI-Driven Cloud Acceleration and Stock Peak

Record cloud revenue growth and backlog push shares to all-time highs (~$300+), validating multi-year turnaround but raising capex sustainability questions.

Leadership

Key Players

Safra Catz
CEO
CEO since 2014 (sole CEO since 2019). Former co-president and CFO. Driving Oracle's cloud infrastructure push.
Larry Ellison
Chairman & CTO
@larryellison
Co-founder in 1977. Chairman and CTO. Still deeply involved in product strategy and major deals.
Ed Screven
Chief Corporate Architect
Leads technical architecture across all Oracle products. Key to database and cloud strategy.
Juan Loaiza
EVP, Mission Critical Database Technologies
Oversees Oracle Database development. 30+ years at Oracle.
Ken Glueck
EVP
Leads government affairs and public policy. Long-time Oracle executive.
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