Oracle (NYSE:ORCL) Stock Jumps 8.2% – Should You Buy?

Posted by Stanley Muller on Sep 29th, 2026

Oracle Corporation (NYSE:ORCL – Get Free Report)’s stock price rose 8.2% on Tuesday. The company traded as high as $139.19 and last traded at $143.4440. Approximately 9,095,629 shares were traded during mid-day trading, a decline of 69% from the average session volume of 29,341,303 shares. The stock had previously closed at $132.60.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle is integrating its banking payments platform, blockchain infrastructure, and Digital Assets Data Nexus with Swift’s shared ledger. The initiative could expand Oracle’s role in cross-bank payments and tokenized deposits while allowing financial institutions to retain control of their digital assets. Oracle Connects Bank Payment Systems to Swift’s Blockchain Ledger
Positive Sentiment: The company introduced Fusion Claw, a governed runtime designed to let Oracle Fusion applications complete complex work more autonomously using AI reasoning and deterministic enterprise computation. Oracle also launched new agentic financial-crime investigation tools, supporting its strategy of embedding AI into higher-value enterprise workflows. Oracle Fusion Claw Announcement
Positive Sentiment: Several investment articles remain bullish, pointing to approximately $664 billion in reported backlog, rapid cloud and AI demand, and potential long-term upside after the stock’s substantial decline. Sanford C. Bernstein also reaffirmed its “buy” rating.
Neutral Sentiment: Oracle has attracted unusually high investor attention, resulting in increased discussion of its earnings, valuation, AI strategy, and competitive position. Positive commentary highlights strong revenue growth, while comparisons with Dell, Salesforce, and other AI infrastructure providers underscore uncertainty about which business models will generate the best returns.
Negative Sentiment: Project Jupiter, Oracle’s large AI data-center development, remains the main overhang. The company reportedly invoked force majeure at one site because of permitting delays, while an approximately $18 billion financing package could face a delay of about one year. Investors are concerned about power availability, construction execution, negative free cash flow, and rising financing costs. Oracle’s $18 Billion AI Project Faces a Hurdle
Negative Sentiment: Critics, including Michael Burry and other commentators, warn that Oracle’s capital-intensive AI expansion could pressure margins and cash flow. Additional risks include reports of renewed PeopleSoft-related cyberattacks and broader weakness in software stocks tied to elevated Treasury yields.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on ORCL shares. Oppenheimer reissued an “outperform” rating and set a $275.00 target price (up from $235.00) on shares of Oracle in a research report on Tuesday, September 8th. Scotiabank reduced their price target on Oracle from $241.00 to $215.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, September 9th. BNP Paribas Exane increased their price objective on Oracle from $283.00 to $290.00 and gave the company an “outperform” rating in a report on Friday, June 12th. BMO Capital Markets dropped their target price on Oracle from $220.00 to $195.00 and set an “outperform” rating on the stock in a research note on Friday, September 11th. Finally, Guggenheim reaffirmed a “buy” rating and set a $400.00 target price (up from $375.00) on shares of Oracle in a research report on Tuesday, September 8th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $251.72.

Check Out Our Latest Stock Report on ORCL

Oracle Price Performance

The firm has a market cap of $420.58 billion, a PE ratio of 21.86, a price-to-earnings-growth ratio of 0.98 and a beta of 1.74. The stock has a 50 day simple moving average of $143.14 and a two-hundred day simple moving average of $160.02. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17.

Oracle (NYSE:ORCL – Get Free Report) last posted its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping the consensus estimate of $1.74 by $0.18. The firm had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%.Oracle’s revenue for the quarter was up 29.6% compared to the same quarter last year. During the same period last year, the company earned $1.47 earnings per share. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. Sell-side analysts expect that Oracle Corporation will post 6.67 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, October 9th. Oracle’s payout ratio is 31.35%.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Michael D. Sicilia sold 22,562 shares of the company’s stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total value of $3,420,173.58. Following the completion of the transaction, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the firm’s stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the sale, the executive vice president owned 64,357 shares in the company, valued at $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 36,075 shares of company stock valued at $5,342,123. Company insiders own 40.90% of the company’s stock.

Hedge Funds Weigh In On Oracle

A number of hedge funds have recently bought and sold shares of the business. Basso Capital Management L.P. acquired a new stake in Oracle in the 4th quarter valued at $29,000. Maseco LLP acquired a new position in Oracle during the first quarter worth $29,000. Persistent Asset Partners Ltd acquired a new stake in shares of Oracle in the second quarter valued at about $29,000. Markowski Investments acquired a new position in shares of Oracle during the 2nd quarter worth about $32,000. Finally, MBM Wealth Consultants LLC acquired a new position in shares of Oracle during the 1st quarter worth about $33,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Company Profile

(Get Free Report)

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.