Oracle (NYSE:ORCL) Trading 3.1% Higher – Should You Buy?

Posted by Brian Himes on Sep 2nd, 2026

Shares of Oracle Corporation (NYSE:ORCL – Get Free Report) were up 3.1% during mid-day trading on Wednesday . The company traded as high as $146.69 and last traded at $145.75. Approximately 21,592,629 shares traded hands during mid-day trading, a decline of 25% from the average session volume of 28,754,443 shares. The stock had previously closed at $141.32.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Bernstein analyst Mark Moerdler reportedly maintained a bullish outlook and expects Oracle to eventually retest its record high. Recent analyst targets remain well above the current share price, including a $325 target from Bernstein and a $240 target from TD Cowen, which retained a Buy rating. Analyst revises Oracle stock price target
Positive Sentiment: Oracle’s cloud and AI demand remains the central bullish argument. Cloud revenue reportedly grew 47%, while remaining performance obligations reached $638 billion, up 363% year over year. The backlog provides significant multiyear revenue visibility, although conversion will take time. Oracle has $638 billion of contracted backlog
Positive Sentiment: Investors are also looking for a possible earnings beat, supported by Oracle’s history of exceeding estimates and strong demand for cloud capacity. Next week’s results will be an important test of whether the AI investment cycle is accelerating reported growth. AI trade faces test with next week’s Oracle earnings

Analysts Set New Price Targets

ORCL has been the subject of several recent research reports. Mizuho set a $320.00 price target on shares of Oracle in a research report on Wednesday, June 3rd. Cantor Fitzgerald reiterated an “overweight” rating and issued a $284.00 price objective on shares of Oracle in a research report on Thursday, June 11th. BTIG Research restated a “buy” rating and issued a $400.00 target price on shares of Oracle in a research report on Friday, June 5th. CLSA assumed coverage on shares of Oracle in a research note on Monday, July 20th. They issued a “hold” rating and a $145.00 price target on the stock. Finally, Morgan Stanley reiterated a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $261.61.

Read Our Latest Stock Report on ORCL

Oracle Stock Performance

The company has a fifty day moving average price of $139.73 and a two-hundred day moving average price of $160.44. The firm has a market cap of $419.83 billion, a price-to-earnings ratio of 25.00, a price-to-earnings-growth ratio of 0.93 and a beta of 1.74. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

Oracle (NYSE:ORCL – Get Free Report) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the company earned $1.70 earnings per share. Oracle’s revenue was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, equities research analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s payout ratio is currently 34.31%.

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred 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 directly owned 400,000 shares of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 currently owned by corporate insiders.

Institutional Investors Weigh In On Oracle

Large investors have recently modified their holdings of the stock. California State Teachers Retirement System raised its position in shares of Oracle by 14,636.4% during the second quarter. California State Teachers Retirement System now owns 382,756,945 shares of the enterprise software provider’s stock worth $56,093,030,000 after purchasing an additional 380,159,589 shares during the period. Norges Bank acquired a new position in shares of Oracle in the fourth quarter worth about $4,336,031,000. Bank of New York Mellon Corp purchased a new position in Oracle during the 2nd quarter worth approximately $1,911,930,000. Capital Research Global Investors grew its holdings in shares of Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after buying an additional 6,826,299 shares in the last quarter. Finally, Cardano Risk Management B.V. increased its holdings in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock valued at $972,798,000 after purchasing an additional 4,482,934 shares during the period. 42.44% of the stock is owned by institutional investors.

Oracle Company Profile

(Get Free Report)

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.