Oracle Corporation ORCL

What the company does

Oracle Corporation is a mega-cap company in the Technology sector (Software - Infrastructure), with a market value of $382.5B, based in the USA.

It employs about 141,000 people and has been listed since Mar 12, 1986.

Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services.

Cheap or expensive? priced in line with its group

Its price-to-earnings (P/E) is 19.8 versus 26.2 for 4 direct peers — priced in line with its group.

Revenue is growing 30% versus the same quarter last year.

On analysts' next-year forecasts the multiple drops to 17.6 — they expect higher earnings.

The average analyst price target is 236.54, 88% above the current price (their view, not ours).

The stock sits at 7% of its one-year range (0% = the low, 100% = the high).

The risks

• • More cash leaves than comes in (negative free cash flow).
• • Net debt is 1.8× shareholders' equity — high leverage.
• • The stock is more volatile than average (beta 1.8) — big daily moves both ways.
• • The stock is 55% below its one-year high.

Strengths

• ✅ Profitable — 25 of every 100 dollars of revenue stays as profit.
• ✅ Most analysts rate it buy (35 vs 1).
• ✅ Revenue is growing 30% a year.
• ✅ Pays a dividend (1.6% a year).

What changed this week

Over the past week the stock fell 1.6% (for comparison: S&P 500 -0.4%, sector ETF XLK -0.1%).

This week's news

• Oracle (ORCL) Commits $1 Billion To Partner AI Growth finance.yahoo.com · 2026-10-24
  What the article says

  Oracle (NYSE:ORCL) announced a multi year, $1b investment program to support partner AI solution development and commercialization. The company is expanding Oracle Marketplace globally, widening access and purchasing options for cloud applications and partner offerings. Oracle introduced new agentic AI platforms and… source ↗

• 1 software stock worth your attention and 2 we brush off finance.yahoo.com · 2026-10-23
  What the article says

  1 software stock worth your attention and 2 we brush off From commerce to culture, software is digitizing every aspect of our lives. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry's 54.6% return has topped… source ↗

• 'A cyclical downturn is inevitable' in an AI crash: Strategist Dario Perkins finance.yahoo.com · 2026-10-23
  What the article says

  If the weakness in tech stocks continues to gain steam, it could end up being really ugly for investors, given how aggressively they have gone into tech stocks in recent years. That's the warning in a new paper making the rounds on Friday from TS Lombard strategist Dario Perkins titled "Wargaming the AI Crash." "The… source ↗

• Apple is catching up to Nvidia's market cap, and investors are waiting on Anthropic's IPO finance.yahoo.com · 2026-10-23
  What the article says

  Yahoo Finance Executive Editor Brian Sozzi talks about the biggest stories to start your trading day. Starting with SpaceX (SPCX), looking at a massive cell tower deal, Apple (AAPL) hot on the heels of Nvidia (NVDA) as the top dog in market cap, and investors licking their lips, waiting for Anthropic's (ANTH.PVT) IPO.… source ↗

• Oracle vs. Alibaba: Which Cloud Stock Holds the Edge Right Now? finance.yahoo.com · 2026-10-23
  What the article says

  Oracle ORCL and Alibaba Group BABA have each repositioned as artificial intelligence (AI) infrastructure providers, pairing massive data center buildouts with proprietary software. Oracle leverages Oracle Cloud Infrastructure ("OCI"), its database franchise and Fusion applications, while Alibaba combines Alibaba… source ↗

• Oracle commits $1 billion to partner ecosystem to support AI-driven customer modernization seekingalpha.com · 2026-10-23
  What the article says

  Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) announced Friday a $1B commitment to its partner ecosystem to help partners capitalize on customer demand for AI-powered solutions and services. The company noted that the investment, spanning the next four years, is intended to expand opportunities for partners to… source ↗

What changed since last week

• The price fell 3.4% since the last summary.