Oracle (ORCL)
Builds enterprise databases, cloud infrastructure, business applications, and healthcare software.
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Sells cloud infrastructure, databases, enterprise applications, healthcare software, hardware, and implementation services through subscriptions, usage-based fees, licenses, support, and projects. An integrated cloud-to-on-premise stack and large installed base make cloud services and license support the recurring foundation, while OCI growth requires extensive data-center capacity.
Builds and supports enterprise IT through Oracle Cloud Infrastructure (OCI), Oracle AI Database, Fusion Cloud Applications, NetSuite, and Oracle Health. OCI supplies compute, storage, networking, database, and AI capacity; Fusion and NetSuite automate finance, supply chain, human resources, customer operations, and commerce; Oracle Health serves clinical workflows. Engineered systems, servers, storage, software licenses, support, consulting, and implementation extend the portfolio across cloud, on-premise, hybrid, and multicloud deployments.
Sells worldwide to businesses, governments, educational institutions, and resellers, with most revenue generated in the Americas. A common database-and-infrastructure stack links applications with customer data and supports deployment across Oracle facilities, customer sites, and other public clouds. Cloud subscriptions and license support create recurring revenue, while OCI expansion depends on data-center capacity, reliable power, AI accelerators, third-party suppliers, and customer contract performance.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | BMO Capital | Reiterate | Rating: —Target: $220 | Target: $195 |
| Sep 11, 2026 | Stifel Nicolaus | Target | Target: $220 | Target: $200 |
| Sep 11, 2026 | Barclays | Reiterate | Rating: —Target: $250 | Target: $252 |
| Sep 11, 2026 | KeyBanc | Target | Target: $300 | Target: $285 |
| Sep 4, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $207 | Target: $210 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 31, 2026Cash & short-term investments $37.08B · Total debt $155.93B · Total assets $303.26B · Shareholders' equity $66.77B
- Revenue
- $19.35B
- Operating income
- $6.73B
- Net income
- $4.76B
HistoryDividendAnnual yieldUpcoming
| Institutions | 42.94% | 1.30B shares | |
|---|---|---|---|
| 3,728 holders · as of Jun 30, 2026 | |||
| Insiders | 38.40% | 1.16B shares | |
| 21 holders · as of Sep 17, 2026 | |||
| Other | 18.66% | 564.16M shares | |
| remainder | |||
3.02B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Lawrence Joseph EllisonInsiderdirector, 10 percent owner, officer, other: Executive Chairman | 38.30% | 1.16B | filed Jul 17, 2025 |
BlackRock, Inc.Institution | 4.81% | 145.35M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.70% | 111.79M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.60% | 78.65M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 1.89% | 57.29M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Michael D. Sicilia | officer: Chief Executive Officer | −10,882 | $139.94 |
| Jun 24, 2026 | Jeffrey Henley | director, officer: Vice Chairman | −400,000 | $159.16 |
| Apr 16, 2026 | Stuart Levey | officer: EVP, Chief Legal Officer | −15,000 | $176.19 |
| Feb 9, 2026 | Clayton M. Magouyrk | officer: Chief Executive Officer | −10,000 | $155.23 |
| Jan 15, 2026 | Douglas A. Kehring | officer: EVP, Principal Financial Offcr | −35,000 | $194.89 |
- Microsoft
Broadest rival: Azure vs OCI, SQL Server vs DB, Dynamics 365 vs Fusion.
- Amazon
AWS: IaaS market leader, pressing OCI with managed DB and AI compute.
- SAP (ADR)
Most direct ERP rival: S/4HANA vs Oracle Fusion, SuccessFactors vs Oracle HCM.
- Salesforce
CRM market leader (20.7% share) contesting Oracle CX and marketing cloud.
- Alphabet Class A
Google Cloud: AI-first rival on IaaS and analytics vs OCI.
- Workday
Cloud-native HCM rival displacing Oracle HCM in large-enterprise HR.
- Snowflake
Cloud data warehouse disruptor against Oracle Autonomous DW and Exadata.
- Veeva Systems
Life sciences cloud leader vs Oracle Health Sciences in eClinical and PV.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oracle | $151.44 | +1.94% | $427.95B | 23.3 | 17.5 | 6.0 | +29.6% |
| Microsoft | $507.35 | +1.14% | $3.72T | 27.9 | 25.6 | 11.2 | +17.8% |
| Amazon | $256.79 | −0.68% | $2.78T | 20.8 | 27.7 | 3.6 | +19.6% |
| SAP (ADR) | $213.97 | +2.29% | $243.79B | 26.8 | 22.9 | 5.6 | +5.8% |
| Salesforce | $240.08 | +1.48% | $193.63B | 21.6 | 16.1 | 4.4 | +10.8% |
| Alphabet Class A | $356.44 | +0.35% | $4.30T | 17.8 | 26.4 | 9.6 | +24.2% |
| Workday | $194.00 | +1.05% | $50.27B | 38.9 | 15.9 | 4.9 | +12.8% |
| Snowflake | $345.00 | +1.81% | $117.63B | — | 133.2 | 21.6 | +35.1% |
| Veeva Systems | $265.00 | +1.12% | $42.45B | 43.0 | 27.2 | 12.3 | +17.6% |
| Median | 26.8 | 26.0 | 7.6 | +17.7% |