Oracle is a database, enterprise applications, and cloud infrastructure company whose stock thesis now depends on OCI growth, AI infrastructure demand, remaining performance obligations, and the balance between backlog and capex.
Oracle Corp. (ORCL) Stock Price & Market Analysis
ORCL · NYSE · Software - Infrastructure
Regular sessionRegular-session print
$127.11
▼ -$1.27(-0.99%)4:04 PM ET - vs previous closeQuote as of Nov 12, 2026, 4:04 PM EST
Regular-session close · Nov 12, 2026, 4:04 PM EST.
Last session68%
$123.05L Nov 12 '26$129.06H Nov 12 '26
52-week range13%
$109.21L Nov 6 '26$250.25
Long-term rangesAvailable historyHide
Available history(2000-11-13)36%
$5.74L Jun 4 '02$340.56H Sep 10 '25
Historical range: 2000-11-13–2026-11-12. Earlier trading may not be included.
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Data dates
PriceDelayedLast traded
FundamentalsLast checked
AnalystLast checked
NewsLatest item
What matters next
Next important events
- Dec 14, 2026Next earnings (est.)Estimated
Countdown
32 days out
Reported fundamentals
ORCL financial overview
Annual revenue
USD 67.36B
Sales for the fiscal year ended May 31, 2026. This is not trailing twelve-month revenue.
Revenue change
+17.3%
Change versus the fiscal year ended May 31, 2025.
Net profit margin
25.4%
Net income divided by revenue for the fiscal year ended May 31, 2026. This is not the trailing margin.
These reported results describe the business’s recent scale and profitability. Compare cash generation and valuation before forming an investment view; historical growth is not a forecast.
Company · ProfileAbout Oracle Corp. (ORCL)Sector, leadership, and how Oracle Corp. earns its revenue.Technology
Oracle Corp.
NYSE · ORCL · US
Company overview.
- Sector
- Technology
- Industry
- Software - Infrastructure
- Headquarters
- Austin, Texas
- Country
- US
- Founded
- 1977
- Employees
- 141,000
- CEO
- Mr. Michael D. Sicilia
- Exchange
- NYSE
How Oracle Corp. makes money
Database moat
Legacy strength funds the cloud transition
Oracle database and enterprise applications provide a durable installed base that supports cross-selling into cloud infrastructure and SaaS.
OCI
AI infrastructure changed the story
Oracle Cloud Infrastructure has become more relevant as AI customers seek GPU capacity, networking, and alternative hyperscaler economics.
Backlog
RPO is the central metric
The old pillar emphasized remaining performance obligations because backlog visibility can make Oracle look more like an AI infrastructure growth story.
Capital intensity
Cloud scale has a balance-sheet cost
Oracle has to fund data centers and AI capacity while protecting margins, debt metrics, and shareholder returns.
Key takeaways for ORCL
ORCL is no longer only a mature database stock; OCI and AI infrastructure have become central to the multiple.
Backlog quality matters because large RPO can signal future growth or strain if delivery economics disappoint.
Debt, capex, and customer concentration remain the key constraints on the bull case.
Business model & operating resultsExplore business exposure, reported operating measures and the figures behind growth and profitability claims.
Narrative versus numbers
Demand is expanding
Supporting observation: 29.6%
Year-over-year growth in the latest quarter. This differs from the fiscal-year revenue change shown above. · Source timestamp: Aug 31, 2026
Growth produces accounting profit
Supporting observation: 26.4%
Net margin; the source did not supply a reporting period. Do not compare this reading with the quarterly or fiscal-year figures above. A positive margin does not establish cash generation. · Source timestamp: Nov 12, 2026, 4:50 PM EST
The business generates cash after investment
Contradicting observation: USD -5.4B
Latest free cash flow from the statement feed. It is not a forecast and may cover a different period from the fiscal-year figures above. · Source timestamp: Aug 31, 2026
These are explicit tests of individual claims, not an overall bull/bear rating. Demand growth can coexist with valuation, concentration and financing risk.
Operating measures
- Revenue
- $19.34Bquarter ended Aug 31, 2026
- Operating margin
- 34.8%quarter ended Aug 31, 2026
- EPS
- $1.56quarter ended Aug 31, 2026
- Capital expenditure
- $28.50Bquarter ended Aug 31, 2026
- Free cash flow
- -$5.40Bquarter ended Aug 31, 2026
- Free cash flow margin
- -27.9%quarter ended Aug 31, 2026
- Operating cash / net income
- 4.85×quarter ended Aug 31, 2026
- Revenue growth year over year
- 29.6%quarter ended Aug 31, 2026
Competitors & comparisonsCompare industry peers, reporting periods and related funds. Business mix and valuation bases may differ.
Valuation & fund comparisonsExplore dated peer valuations, growth comparisons and related funds.
Governance & sustainability
Research tools
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Regular hours: 9:30 AM–4:00 PM America/New_York
Next open: 2026-11-13 · 9:30 AM America/New_York
Exchange calendar includes scheduled holidays and early closes. Extended-session prices appear separately only when supplied by the quote source.
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