Equities Analysts Issue Forecasts for Oracle FY2026 Earnings

Posted by Geri Gentry on Jun 9th, 2026

Oracle Corporation (NYSE:ORCL – Free Report) – Scotiabank increased their FY2026 EPS estimates for shares of Oracle in a report released on Friday, June 5th. Scotiabank analyst P. Colville now anticipates that the enterprise software provider will post earnings per share of $6.22 for the year, up from their previous forecast of $6.13. Scotiabank has a “Outperform” rating on the stock. The consensus estimate for Oracle’s current full-year earnings is $6.08 per share. Scotiabank also issued estimates for Oracle’s FY2027 earnings at $6.47 EPS.

Oracle (NYSE:ORCL – Get Free Report) 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.

A number of other equities research analysts have also commented on ORCL. Melius Research set a $160.00 price target on Oracle in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft decreased their price target on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Sanford C. Bernstein set a $313.00 price target on Oracle in a research report on Monday, February 9th. Wedbush increased their price target on Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 13th. Finally, Guggenheim restated a “buy” rating on shares of Oracle in a research report on Friday. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $268.39.

Check Out Our Latest Stock Report on ORCL

Oracle Stock Down 0.9%

NYSE ORCL opened at $211.66 on Tuesday. The firm has a market cap of $608.76 billion, a PE ratio of 38.00, a price-to-earnings-growth ratio of 2.01 and a beta of 1.65. Oracle has a one year low of $134.57 and a one year high of $345.72. The stock’s 50 day simple moving average is $180.60 and its 200 day simple moving average is $178.19. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated 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 directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through 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.

Hedge Funds Weigh In On Oracle

A number of institutional investors have recently modified their holdings of ORCL. HFM Investment Advisors LLC grew its position in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in shares of Oracle during the 4th quarter worth approximately $26,000. FSA Wealth Management LLC acquired a new stake in shares of Oracle during the 3rd quarter worth approximately $28,000. Osbon Capital Management LLC acquired a new stake in shares of Oracle during the 4th quarter worth approximately $28,000. Finally, Joseph Group Capital Management acquired a new stake in shares of Oracle during the 4th quarter worth approximately $29,000. 42.44% of the stock is owned by institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Analysts remain constructive: Jefferies reiterated a Buy rating with a $320 target, while Oppenheimer and Scotiabank also raised targets, citing improving demand for Oracle’s cloud infrastructure and AI-related services.
Positive Sentiment: Several previews suggest Oracle’s cloud infrastructure revenue could beat expectations, helped by AI-driven demand and easing capacity constraints, which could support a strong earnings reaction if management delivers. Oracle Cloud Infrastructure Revenue Could Exceed Expectations, Oppenheimer Says
Positive Sentiment: Oracle’s NetSuite unit was named Frost & Sullivan’s 2026 Global Company of the Year for AI Cloud ERP, reinforcing the company’s product momentum and AI positioning.
Neutral Sentiment: Options traders are bracing for a large post-earnings move, with implied volatility pointing to a roughly 13% swing, signaling elevated uncertainty rather than a clear directional bet. Oracle Stock (ORCL) Could Swing 13% after Q4 Earnings — Here’s What Options Traders Expect
Neutral Sentiment: Some coverage highlights the bull case, but other pieces warn that Oracle’s premium valuation, legacy business declines, and heavy AI infrastructure spending could limit upside if results or guidance disappoint. Oracle Earnings On Deck As Rally For AI Stocks Wobbles. Here’s What To Watch.
Negative Sentiment: Bearish options data and commentary suggest some traders are hedging against disappointment, reflecting concern that AI capex and tough expectations could weigh on the stock if Oracle misses estimates or offers cautious guidance. Ahead of Oracle Earnings, Here’s What Barchart Data Says Comes Next for ORCL Stock

Oracle Company Profile

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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.