Oracle (ORCL) to Announce Earnings on Thursday

Oracle (NYSE:ORCL) is anticipated to announce its Q1 2027 results after the market closes on Thursday, September 10th. Analysts expect the company to announce earnings of $1.74 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. Parties can check the company’s upcoming Q1 2027 earning overview page for the latest details on the call scheduled for Thursday, September 10, 2026 at 5:00 PM ET.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the company earned $1.70 EPS. Oracle’s quarterly revenue 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 $158.65 on Tuesday. The company has a 50 day simple moving average of $139.94 and a two-hundred day simple moving average of $160.34. The stock has a market cap of $456.99 billion, a price-to-earnings ratio of 27.21, a PEG ratio of 1.18 and a beta of 1.74. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle has a 12 month low of $114.50 and a 12 month high of $345.72.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Insider Buying and Selling at Oracle

In related 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 value of $63,664,000.00. Following the sale, the insider owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Oracle

A number of large investors have recently modified their holdings of the business. Osbon Capital Management LLC acquired a new position in Oracle during the fourth quarter worth about $28,000. FSA Wealth Management LLC purchased a new position in Oracle in the 3rd quarter worth approximately $28,000. Ankerstar Wealth LLC acquired a new position in shares of Oracle during the 4th quarter worth approximately $31,000. Mpwm Advisory Solutions LLC boosted its holdings in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new stake in shares of Oracle in the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on ORCL. BTIG Research restated a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Friday, June 5th. Weiss Ratings lowered Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. Citigroup restated a “buy” rating on shares of Oracle in a research note on Wednesday, August 26th. Cantor Fitzgerald reiterated an “overweight” rating and set a $284.00 price target on shares of Oracle in a research report on Thursday, June 11th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Oracle in a report on Wednesday, September 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $261.68.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI infrastructure opportunity continues to improve. The company is positioning Oracle Cloud Infrastructure as a major GPU-as-a-Service provider, and analysts see strong demand for its available computing capacity. Morgan Stanley recently raised its price target, while technical indicators and several analysts point to potential upside. Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
• Positive Sentiment: A reported multi-year collaboration with Hewlett Packard Enterprise could bring HPE Juniper networking equipment into Oracle’s AI data centers. HPE also issued warrants to Oracle in connection with a reported infrastructure deal, potentially strengthening Oracle’s ability to expand its AI capacity. Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers
• Positive Sentiment: Oracle’s reported $638 billion backlog and discussions of a large OpenAI cloud arrangement highlight potentially powerful future revenue growth if the company can convert bookings into sales. Analysts expect quarterly revenue growth of roughly 28% and options markets imply a sizable post-earnings move. Oracle earnings: AI growth, OpenAI deal and $20 billion funding plan
• Neutral Sentiment: The upcoming earnings release is the immediate catalyst. Investors will focus on AI-cloud growth, backlog conversion, capital spending, free cash flow, and management’s outlook; options pricing indicates the results could produce significant volatility. Oracle Stock Earnings Preview
• Negative Sentiment: The central concern is whether AI revenue will arrive quickly enough to justify Oracle’s heavy infrastructure spending. Analysts warn that access to capital and computing capacity—not customer demand—could constrain growth, while free cash flow remains a key test for the investment case.
• Negative Sentiment: Oracle may become increasingly dependent on OpenAI and a small number of large AI customers. Reports of a potential $20 billion equity raise also raise dilution and financing concerns, while the stock’s sharp decline from its high and history of lengthy recoveries are weighing on sentiment. Oracle’s Biggest AI Risk May No Longer Be Spending

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.