ORCL

ORACLE CORP

NYSE · Services-Prepackaged Software · CIK 0001341439
$190.50 +1.24% $541.2B
3 New Institutional PositionsCongressional Activity (6)
Vol
Market Cap$541.2B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders12 funds
Inst. Value$55.8B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 2S
Insider Net $-$4.2M
Reddit Sentiment56° Neutral
SEC Reports4
Congressional8 trades
Exchange NYSE·Sector Services-Prepackaged Software·CIK 0001341439·Prev Close $188.16

Recent Activity

Jun 9, 2026 earnings_calendar
ORCL Q4 2026 Earnings After Market Close — 2026-06-09
EPS est: $2.00 | Rev est: $19.5B
May 5, 2026 Insider
Maxson Hilary B sold 56,111 shares
Chief Financial Officer @ $0.00 ($0.00)
May 5, 2026 Insider
Maxson Hilary B sold 224,441 shares
Chief Financial Officer @ $185.35 ($41.6M)
May 1, 2026 SEC
JP Morgan upgrades Oracle to Overweight, cuts PT to $210 (+30% upside) as 18-firm analyst cluster converges
ANALYST-UPGRADE — Impact 3/10
Apr 24, 2026 SEC
Wedbush initiates ORCL at Outperform with $225 PT — +27% upside
ANALYST-UPGRADE — Impact 3/10
Apr 24, 2026 Insider
Levey Stuart sold 346.321 shares
EVP, Chief Legal Officer @ $173.28 ($60.0K)
Mar 30, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
COURT-RULING — Impact 3/10
Inst.
NORGES BANK — NEW
22,246,323 shares ($4.3B)

Price Targets

$244.03 +28.1% upside Strong Buy
Current $190.50 Low $155.00 Median $228.00 High $400.00 39 analysts
$155.00 $400.00

Analyst Ratings

Buy79% buy · 52 analysts
17Strong Buy
24Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 13, 2026 Wedbush MAINTAIN Outperform → Outperform
May 12, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 29, 2026 Wedbush REITERATE Outperform → Outperform
Apr 24, 2026 Wedbush INITIATE Outperform
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.96 $1.76 — $2.03 15% YoY 34
Next Q $1.68 $1.51 — $1.84 14% YoY 27
Current FY $7.45 $6.59 — $7.69 24% YoY 39
Next FY $8.03 ▲ +0.8% $7.47 — $9.26 8% YoY 38

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$34.1B
FMR LLC$5.7BADD
MORGAN STANLEY$5.3BADD
NORGES BANK$4.3BNEW
BANK OF AMERICA CORP$3.1B

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Maxson HilaryA$0.00
May 5, 2026Maxson HilaryA$41.6M
Apr 24, 2026Levey StuartA$60.0K
Apr 16, 2026Levey StuartSELL$2.6M
Apr 16, 2026HENLEY JEFFREYJ$0.00

Reddit Sentiment

56°
Neutral
Bearish Neutral Bullish
30 mentions 11 bullish 7 bearish

Congressional Trades

4 members: 4 buys, 4 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Jared MoskowitzDSELL$1,001 - $15,000
Jared MoskowitzDSELL$15,001 - $50,000
12 institutional holders with $55.8B total value (286,532,683 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC174,802,084$34.1B61.0%
2FMR LLC29,272,284$5.7B10.2%ADD +28.3%
3MORGAN STANLEY27,125,099$5.3B9.5%ADD +28.4%
4NORGES BANK22,246,323$4.3B7.8%NEW
5BANK OF AMERICA CORP /DE/15,831,250$3.1B5.5%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC10,170,410$2.0B3.5%NEW
7WELLS FARGO & COMPANY/MN5,864,151$1.1B2.0%
8TWO SIGMA INVESTMENTS, LP778,414$151.7M0.3%DOUBLED +1369.6%
9Corvex Management LP403,200$78.6M0.1%DOUBLED +251.3%
10Cullen Capital Management, LLC21,445$4.2M0.0%TRIM -26.6%
11ARIEL INVESTMENTS, LLC16,384$3.2M0.0%TRIM -48.6%
12RENAISSANCE TECHNOLOGIES LLC1,639$323.2K0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW22,246,323$4.3B2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED52,967778,414+1369.6%$151.7M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW1,639$323.2K2025-Q4
CAUSEWAY CAPITAL MANAGEMENT LLCEXIT166,4090-100.0%$0.002025-Q4
Mawer Investment Management Ltd.EXIT8500-100.0%$0.002025-Q4
FMR LLCADD24,929,85431,977,709+28.3%$9.0B2025-Q3
Corvex Management LPDOUBLED99,500349,500+251.3%$98.3M2025-Q3
CAUSEWAY CAPITAL MANAGEMENT LLCTRIM277,286166,409-40.0%$46.8M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT223,14952,967-76.3%$14.9M2025-Q3
Cullen Capital Management, LLCTRIM29,36321,564-26.6%$6.1M2025-Q3
ARIEL INVESTMENTS, LLCTRIM31,88516,402-48.6%$4.6M2025-Q3
Mawer Investment Management Ltd.NEW850$239.1K2025-Q3
YACKTMAN ASSET MANAGEMENT LPEXIT105,8280-100.0%$0.002025-Q3
NORGES BANKEXIT19,555,3110-100.0%$0.002025-Q3
NORGES BANKNEW19,555,311$4.3B2025-Q2
CAUSEWAY CAPITAL MANAGEMENT LLCTRIM491,833277,286-43.6%$60.6M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM852,065223,149-73.8%$48.8M2025-Q2
Corvex Management LPNEW99,500$21.8M2025-Q2
MORGAN STANLEYADD22,562,65328,962,475+28.4%$4.0B2025-Q1
CITADEL ADVISORS LLCADD6,296,5239,999,395+58.8%$1.4B2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED13,300852,065+6306.5%$119.1M2025-Q1
CAUSEWAY CAPITAL MANAGEMENT LLCADD290,613491,833+69.2%$68.8M2025-Q1
YACKTMAN ASSET MANAGEMENT LPTRIM172,652111,166-35.6%$15.5M2025-Q1
NORGES BANKEXIT13,300,0090-100.0%$0.002025-Q1
CAUSEWAY CAPITAL MANAGEMENT LLCTRIM397,356290,613-26.9%$48.4M2024-Q4
4 unique insiders with 2 transactions. Net insider value: -$4.2M ($0.00 bought, $4.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Maxson Hilary BChief Financial OfficerA56,111$0.00$0.00
May 5, 2026Maxson Hilary BChief Financial OfficerA224,441$185.35$41.6M
Apr 24, 2026Levey StuartEVP, Chief Legal OfficerA346.321$173.28$60.0K
Apr 16, 2026Levey StuartEVP, Chief Legal OfficerSELL15,000$176.19$2.6M
Apr 16, 2026HENLEY JEFFREYVice ChairmanJ745,000$0.00$0.00
Mar 30, 2026HENLEY JEFFREYVice ChairmanJ128,304$0.00$0.00
Mar 30, 2026HENLEY JEFFREYVice ChairmanG16,810$0.00$0.00
Feb 9, 2026Magouyrk Clayton M.Chief Executive OfficerSELL10,000$155.23$1.6M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 52 analysts: 17 strong buy, 24 buy, 10 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$244.03 mean target +28.1% upside Strong Buy (1.51)
$155.00 Low $400.00 High
MetricValue
Current Price$190.50
Target Low$155.00
Target Mean$244.03
Target Median$228.00
Target High$400.00
# Analysts39
RecommendationStrong Buy (1.51)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$1.96 $1.76 $2.03 15.3% -0.2% 0↑ 2↓ $19.1B 20.1% 34
Next Q
2026-08-31
$1.68 $1.51 $1.84 14.0% -0.2% 1↑ 1↓ $19.0B 27.5% 27
Current FY
2026-05-31
$7.45 $6.59 $7.69 23.6% -0.0% 2↑ 0↓ $67.2B 17.1% 39
Next FY
2027-05-31
$8.03 $7.47 $9.26 7.8% +0.8% 2↑ 2↓ $88.7B 31.9% 38

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.959
7d ago$1.959
30d ago$1.963-0.004
60d ago$1.961-0.002
90d ago$1.947+0.012
26 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 13, 2026 Wedbush MAINTAIN Outperform Outperform
May 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 29, 2026 Wedbush REITERATE Outperform Outperform
Apr 24, 2026 Wedbush INITIATE Outperform
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Stephens & Co. REITERATE Equal-Weight Equal-Weight
Mar 16, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 13, 2026 Guggenheim REITERATE Buy Buy
Mar 12, 2026 Citigroup MAINTAIN Buy Buy
Mar 11, 2026 Stifel MAINTAIN Buy Buy
Mar 11, 2026 Barclays MAINTAIN Overweight Overweight
Mar 11, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 11, 2026 TD Cowen REITERATE Buy Buy
Mar 11, 2026 RBC Capital REITERATE Sector Perform Sector Perform
Mar 11, 2026 JP Morgan UPGRADE Neutral Overweight
Mar 11, 2026 DA Davidson MAINTAIN Buy Buy
Mar 11, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Mar 11, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 10, 2026 Baird MAINTAIN Outperform Outperform
Mar 9, 2026 Deutsche Bank MAINTAIN Buy Buy
Mar 9, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Mar 9, 2026 Barclays MAINTAIN Overweight Overweight
Mar 6, 2026 Jefferies MAINTAIN Buy Buy
Mar 6, 2026 TD Cowen MAINTAIN Buy Buy
Mar 5, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 4, 2026 Citigroup MAINTAIN Buy Buy
Mar 4, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 25, 2026 Oppenheimer UPGRADE Perform Outperform
Feb 9, 2026 DA Davidson UPGRADE Neutral Buy
Feb 5, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Feb 3, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 3, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 5, 2026 UBS MAINTAIN Buy Buy
Jan 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 5, 2026 Jefferies MAINTAIN Buy Buy
Dec 12, 2025 Goldman Sachs MAINTAIN Neutral Neutral
Dec 11, 2025 UBS MAINTAIN Buy Buy
Dec 11, 2025 Citigroup MAINTAIN Buy Buy
Dec 11, 2025 DA Davidson MAINTAIN Neutral Neutral
Dec 11, 2025 JP Morgan MAINTAIN Neutral Neutral
Dec 11, 2025 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Dec 11, 2025 TD Cowen MAINTAIN Buy Buy
Dec 11, 2025 RBC Capital MAINTAIN Sector Perform Sector Perform
Dec 11, 2025 Guggenheim REITERATE Buy Buy
Dec 11, 2025 Cantor Fitzgerald MAINTAIN Overweight Overweight
Dec 11, 2025 Keybanc MAINTAIN Overweight Overweight
Dec 11, 2025 Stifel MAINTAIN Buy Buy
Dec 11, 2025 Bernstein MAINTAIN Outperform Outperform
Dec 11, 2025 BMO Capital MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20261724101079%
Apr 1, 20261624101078%
Mar 1, 20261622111076%
Feb 1, 20261523112075%
Jan 1, 20261522122073%
Dec 1, 20251522131073%
Nov 1, 20251623121075%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 4 buys, 4 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Oracle CorpMay 13, 2026 (31d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Oracle CorpMay 1, 2026 (40d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$15,001 - $50,000Oracle CorpMay 1, 2026 (40d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Oracle CorpMay 1, 2026 (40d)
Feb 27, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Oracle CorpMar 12, 2026 (14d)
Feb 24, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Oracle CorpMar 10, 2026 (15d)
Feb 11, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Oracle CorpMar 12, 2026 (30d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Oracle CorpFeb 16, 2026 (18d)
56°
Neutral
Bearish Neutral Bullish
30 mentions 11 bullish 7 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 19, 2026140° Cool011
May 19, 2026140° Cool011
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 9, 2026160° Warm101
May 6, 2026160° Warm101
May 6, 2026160° Warm101
May 6, 2026160° Warm101
May 6, 2026160° Warm101
May 4, 2026160° Warm101
May 4, 2026160° Warm101
May 4, 2026150° Neutral001
May 4, 2026150° Neutral001
Apr 30, 2026156° Neutral001
Apr 30, 2026156° Neutral001
Apr 29, 2026156° Neutral001
Apr 29, 2026156° Neutral001
Apr 28, 2026144° Neutral001
Apr 28, 2026144° Neutral001
Apr 28, 2026140° Cool011
Apr 28, 2026140° Cool011
Apr 25, 2026150° Neutral001
Apr 22, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 18, 2026150° Neutral001
Apr 18, 2026144° Neutral001
Apr 18, 2026144° Neutral001
Apr 17, 2026140° Cool011

Recent Reddit Threads

r/stocks Bullish 12d 12h ago
AI materials vs. AI companies
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Finally caught the Oracle dip and SPX didn't murder me. $4.8k -> $40k in a week.
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 2d 17h ago
Elon Musk, Sam Altman, and Oracle stock
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
ORCL leaps are failing me
▲ 1 💬 1 ⚡ 0.5
r/options Neutral 2mo ago
ORCL buzzer beater shot
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
Profits from selling puts in the last 3 weeks on my new account
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
ORCL options up 28%. Should I sell?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 16d 23h ago
NVDA and ORCL YOLO - May the Fourth be with you! $10,000 each ending May 8th
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 1mo ago
AI capex is insane but the debt is what actually scares me
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 26d 2h ago
I would like to invest in GOOG APPL META AMZN ORCL MSFT V and NVDA
▲ 1 💬 1 ⚡ 0.5
r/options Neutral 1mo ago
ORCL puts up +187% in two days, the strategy hit again
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 23d 1h ago
ORCL needs cloud partners and GPU alternatives
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 29d 17h ago
How do I scale up? How much/fast can I realistically grow my acc?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
$3,500 loss
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 22d 10h ago
Is AI token spend becoming the new cloud bill?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 6d 23h ago
$ORCL Oracle Corporation - Bullish
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
ORCL short? Revenue capped, AI behind MSFT/GOOGL, targets $160–$140–$120.
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 23d 14h ago
OpenAI missed rev/user targets. $ORCL risk?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
CRWV and ORCL - the best time to buy?
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
earnings_calendar
ORCL Q4 2026 Earnings After Market Close — 2026-06-09
EPS est: $2.00 | Rev est: $19.5B
Apr 27, 2026
short_interest
FTD: ORCL — 1,243 shares ($0.2M) failed to deliver
Settlement: 20260427, Price: $173.28, FTD Value: $215,387.04, ORACLE CORPORATION
Apr 27, 2026
dark_pool
Dark Pool: ORCL — 22.8M shares, 403,973 trades
Week starting 2026-04-27. Total ATS volume: 22,794,621 shares across 403,973 trades.
Apr 24, 2026
short_interest
FTD: ORCL — 2,521 shares ($0.4M) failed to deliver
Settlement: 20260424, Price: $176.28, FTD Value: $444,401.88, ORACLE CORPORATION
Apr 20, 2026
dark_pool
Dark Pool: ORCL — 30.1M shares, 530,860 trades
Week starting 2026-04-20. Total ATS volume: 30,138,188 shares across 530,860 trades.
Apr 20, 2026
short_interest
FTD: ORCL — 23,739 shares ($4.2M) failed to deliver
Settlement: 20260420, Price: $175.06, FTD Value: $4,155,749.34, ORACLE CORPORATION
Apr 16, 2026
short_volume
Short Volume: ORCL — 60.4% short (13.4M / 22.2M)
Short: 13,423,752 | Exempt: 41,991 | TRF Vol: 22,238,544 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_interest
FTD: ORCL — 41,458 shares ($6.5M) failed to deliver
Settlement: 20260414, Price: $155.62, FTD Value: $6,451,693.96, ORACLE CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: ORCL — 41.1M shares, 704,419 trades
Week starting 2026-04-13. Total ATS volume: 41,130,761 shares across 704,419 trades.
Apr 6, 2026
dark_pool
Dark Pool: ORCL — 18.0M shares, 332,396 trades
Week starting 2026-04-06. Total ATS volume: 17,990,980 shares across 332,396 trades.
Apr 6, 2026
short_interest
FTD: ORCL — 66,059 shares ($9.7M) failed to deliver
Settlement: 20260406, Price: $146.38, FTD Value: $9,669,716.42, ORACLE CORPORATION
Mar 30, 2026
dark_pool
Dark Pool: ORCL — 12.1M shares, 241,674 trades
Week starting 2026-03-30. Total ATS volume: 12,101,359 shares across 241,674 trades.
Mar 30, 2026
Enforcement
1:23-cv-00126 Oracle Corporation v. Vilox Technologies, LLC
Court ruling from United States District Court for the District of Delaware. Docket: N/A
Mar 23, 2026
dark_pool
Dark Pool: ORCL — 15.2M shares, 314,932 trades
Week starting 2026-03-23. Total ATS volume: 15,224,377 shares across 314,932 trades.
Mar 23, 2026
short_interest
FTD: ORCL — 77,074 shares ($11.5M) failed to deliver
Settlement: 20260323, Price: $149.68, FTD Value: $11,536,436.32, ORACLE CORPORATION
Mar 19, 2026
options_unusual
Unusual Put: ORCL $210 2026-03-20 — $80.9M premium
Vol: 14,601 vs OI: 1,453 (10x). Price: $55.55, IV: 0%, Delta: -1.00