ORCL
Oracle Corporation
September 10, 2026 · after-hours
- Rarity
- 1.26
- Peak move
- +7.64%
- Float cap
- $252.8B
Oracle provides enterprise information technology products and services, including cloud applications and infrastructure, database and middleware software, engineered systems and hardware, plus consulting and support. Its offerings are sold by subscription, license and support contract to businesses of varying sizes and industries, government agencies, educational institutions and resellers, directly and through the Oracle Partner Network.
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What we found
26 events · 4 from SEC or newswire · 7 timed with the move- Timed with the move
operating_metricsOracle said it brought about 850 megawatts of data center capacity online during the June-August quarter and spent $28.6 billion on capital expenditures, producing negative free cash flow of $5.4 billion.
- Timed with the move
credit_rating_changeS&P Global downgraded Oracle's credit rating in July 2026, citing weak cash flow and rising business risk amid soaring capital expenditure.
- Key eventTimed with the move
earnings_releaseOracle reported Q1 FY2027 total revenues of $19.3 billion, up 30%, GAAP EPS of $1.56 and non-GAAP EPS of $1.92, with cloud revenue up 62% to $11.6 billion.
SEC8-K 0001193125-26-387905 - Key eventTimed with the move
guidance_changeOracle guided Q2 FY2027 total revenue growth of 30% to 34% and non-GAAP EPS of $1.85 to $1.93, and said full FY2027 total revenue is expected to be at least ...
SEC8-K 0001193125-26-387905 - Timed with the move
equity_offeringOracle completed the sale of $20 billion of common stock through an at-the-market equity program during Q1 FY2027.
SEC8-K 0001193125-26-387905 - Timed with the move
dividend_changeOracle declared a quarterly cash dividend of $0.50 per common share payable October 23, 2026 and $1,625 per share on its Mandatory Convertible Preferred Stock.
SEC8-K 0001193125-26-387905 - Timed with the move
executive_remarkOracle CFO Hilary Maxson said on a reporter briefing that revenue rose sequentially from the May quarter to the August quarter for the first time in Oracle's history, and that full-year capex guidance of $90-$95 billion was unchanged.
insider_saleOracle Vice Chairman Jeffrey Henley sold 400,000 shares at an average price of $159.16 for $63.66 million under a pre-arranged Rule 10b5-1 plan, halving his ownership to 400,000 shares.
large_option_expiryAhead of Oracle's Sept 10 report, the busiest options trade was selling calls at the $150 strike in October, November and December expiries, with implied volatility at 73 and a put-to-call ratio on Sept 11 contracts of 0.84x.
- Key event
operating_metricsOracle said remaining performance obligations rose to $664 billion at the end of the August quarter, up $209 billion year over year, after booking more than $30 billion of additional AI cloud contracts in the quarter.
peer_disclosureCoreWeave (CRWV) rose 1.7% after Oracle's Q1 FY2027 cloud infrastructure growth of $7.4 billion, up 121%, was read as confirmation of robust demand from multi-cloud providers hosting AI workloads.
major_contractOracle plans a multi-year deployment of HPE's Juniper Networking routers and switches across its global AI data centers, with HPE issuing warrants to Oracle under the agreement.
analyst_ratingScotiabank analyst Patrick Colville lowered his price target on Oracle to $215 from $241 while keeping a Sector Outperform rating, saying bad news was priced in ahead of Thursday's report.
analyst_ratingCitizens JMP reaffirmed its Market Outperform rating on Oracle with a $285 price target, implying roughly 75% upside from the $162.52 share price.
analyst_ratingTD Cowen reiterated its Buy rating and $240 price target on Oracle, expecting about 60% cloud growth in constant currency including 116% OCI growth in fiscal Q1, and flagging the October 28 analyst day, the $20 billion equity offering and data-center builds as catalysts.
commodity_eventTrendForce's 3Q26 Server DRAM report said memory suppliers' capacity shift to high-bandwidth memory drove server DRAM contract prices sharply higher, with low fulfilment rates and buyers building buffer inventory, and said the shortage should persist for years.
analyst_ratingGuggenheim analyst John DiFucci named Oracle its Best Idea and a 'Decade Stock', keeping a $400 price objective and expecting more than $9bn of new IaaS annual recurring revenue in the quarter versus about $4.2bn in the prior quarter.
analyst_ratingMorgan Stanley raised its price target on Oracle to $210 per share, citing improved gross-margin prospects for the company's GPU-as-a-service business, ahead of Oracle's fiscal Q1 2027 report.
analyst_ratingMizuho reiterated its Outperform rating and $320 price target on Oracle ahead of the Sept. 10 fiscal Q1 report, expecting results to beat consensus on strong Oracle Cloud Infrastructure performance.
layoff_restructuringReports said Oracle is preparing a layoff of 7,000 to 10,000 jobs worldwide around mid-September, with roughly 3,000 positions in India and restructuring costs of up to $2.1 billion.
analyst_ratingOppenheimer reiterated its Outperform rating and $275 price target on Oracle, forecasting fiscal Q1 revenue of $19.1 billion and adjusted EPS of $1.74 ahead of the Sept. 10 report.
analyst_ratingJefferies lowered its price target on Oracle to $290 while keeping a Buy rating, flagging data-center execution risk and seasonal first-quarter weakness ahead of the company's fiscal Q1 2027 results.
analyst_ratingGuggenheim reaffirmed its Buy rating and $400 price target on Oracle, citing the $20 billion at-the-market equity program and plans to raise $40 billion in FY2027 as the central investor concern.
peer_disclosureOpenAI released its ChatGPT-6 Astra model, which led several benchmarks against Anthropic's Fable, and Morningstar analyst Luke Yang said the reception lifted investor confidence in Oracle's roughly $638 billion backlog of OpenAI-linked commitments.
commodity_eventTrendForce said 2Q26 global DRAM industry revenue rose 59.5% quarter-on-quarter to $154.73bn as contract prices jumped, and forecast 3Q26 contract prices up a further 13-18% with supplier inventories at historic lows.
regulatory_actionEuropean Commission antitrust regulators are gathering information from third parties on Oracle's software licensing practices to decide whether to build a formal case, after the July SAP settlement.