Oracle (NYSE:ORCL) Shares Up 3% – Time to Buy?

Oracle Corporation (NYSE:ORCL) traded up 3% on Thursday . The company traded as high as $200.71 and last traded at $195.4830. 22,249,161 shares traded hands during trading, a decline of 20% from the average session volume of 27,850,893 shares. The stock had previously closed at $189.76.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush and other analysts reiterated a constructive view on Oracle, with price targets as high as $275 and commentary that investors may be underestimating Oracle’s position in the next phase of AI demand. Oracle’s AI Infrastructure Bet Gains Support
• Positive Sentiment: Investor chatter was boosted after President Trump’s latest disclosure showed Oracle positions alongside other AI leaders, fueling the view that Oracle is a favored AI infrastructure name with further upside potential. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Positive Sentiment: Oracle is expanding its agentic AI push through U.S. defense partnerships, reinforcing the bull case that its AI and government business could support longer-term growth. Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Positive Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, a move that may strengthen its healthcare strategy and deepen ties to a key end market. Oracle adds Cleveland Clinic CEO to board of directors
• Neutral Sentiment: Oracle continues to attract heavy institutional attention, but insider sales remain a caution point; recent filings show no insider buys and several notable sales over the past six months.
• Neutral Sentiment: Recent coverage also highlighted Oracle’s strong revenue growth and expanding government-contract footprint, but those themes largely reinforce the already positive AI and cloud narrative rather than add a new catalyst.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Stephens reaffirmed an “equal weight” rating and set a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. Robert W. Baird decreased their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, March 10th. Barclays decreased their price objective on Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a report on Monday, March 9th. Wedbush lifted their price objective on Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, Bank of America assumed coverage on Oracle in a report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective on the stock. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.

Oracle Stock Up 3.0%

The firm has a market capitalization of $562.22 billion, a price-to-earnings ratio of 35.10, a P/E/G ratio of 1.78 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a fifty day moving average price of $161.22 and a 200 day moving average price of $183.47.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle’s revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is 35.91%.

Insiders Place Their Bets

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 completion of the transaction, the executive vice president 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 SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of ORCL. Brighton Jones LLC raised its position in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC raised its position in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after purchasing an additional 768 shares during the last quarter. United Bank raised its position in Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after purchasing an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after purchasing an additional 8,530 shares during the last quarter. 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.