ORCL
Oracle Corporation
September 29, 2026 · intraday
- Rarity
- 1.40
- Peak move
- +8.14%
- Float cap
- —
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.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
14 events · 0 from SEC or newswire · 0 timed with the move- Key event
product_launchOracle introduced Fusion Claw, a governed agentic execution runtime, and said 25 Claw-powered Fusion Agentic Applications are now available.
product_launchOracle Financial Services expanded its financial crime and compliance applications with new agentic capabilities to automate investigative workflows for financial institutions.
product_launchOracle unveiled an oncology-specific electronic health record with embedded AI designed to unify cancer-care workflows into a single patient chart, naming no launch customers and giving no commercial availability date.
- Key event
layoff_restructuringOracle began a new wave of layoffs, cutting 546 positions in its Americas cloud infrastructure unit, about 7.6% of that division's staff, with internal estimates putting the global cut at 7,000-10,000 roles.
- Key event
product_launchOracle announced an integration with Swift's blockchain ledger, using Oracle Blockchain Platform, Digital Assets Data Nexus and Oracle Banking Payments, to let financial institutions connect tokenized deposits with ISO 20022 payment systems.
credit_rating_changeOracle's 5-year credit default swap premium rose to a record high, up 8.75 points to 232.41bps on Sept 25, and its 6.7% bonds due 2056 yielded above 8% for the first time, as roughly $18 billion of Project Jupiter loans traded at 89-91 cents on the dollar.
peer_disclosureOracle Corp Japan reported record fiscal Q1 results: net sales rose 13% YoY to 74.86 billion yen ($472 million), operating profit up 22.7% to 25.92 billion yen and net profit up 23.2% to 18.25 billion yen, driven by cloud services demand.
regulatory_actionOracle Financial Services Software Ltd received income tax penalty orders from India's National Faceless Penalty Centre totaling about ₹61,025,681 for AY 2009-10, ₹31,965,125 for AY 2011-12 and ₹2,92,53,601 for AY 2010-11 under Section 271(1)(c), and said it will appeal.
pricing_changeOracle sent a force majeure notice to Blue Owl Capital's STACK Infrastructure unit over the 1,400-acre, 2.45GW Project Jupiter data center in Doña Ana County, New Mexico, seeking to defer rent by up to three years if the campus misses its 2028 start, citing power delays; about $18bn of project loans traded at 89-91 cents.
peer_disclosureSoftBank Group shares fell 3.1% to 6,154 yen after Bloomberg reported Oracle's force majeure notice on Project Jupiter; SoftBank had raised $11.1 billion in dollar- and euro-denominated bonds this week partly to fund its OpenAI investment.
operational_disruptionEnergy Transfer's Transwestern unit rerouted the 17.8-mile Green Chile natural gas pipeline serving Oracle's Project Jupiter after New Mexico regulators rejected the route twice, pushing the targeted in-service date from Aug 15, 2026 to Feb 1, 2027.
analyst_ratingBernstein analyst Mark Moerdler reiterated a Buy rating on Oracle with an unchanged $325 price target, and Stifel Nicolaus maintained a Buy with a $200 target, both on Sept 25.
analyst_ratingRothschild & Co Redburn analyst Alexander Haissl maintained a Sell rating on Oracle and cut the price target to $110 from $175.
restatementOracle's 10-Q disclosed that management supplemented the 2026 Restructuring Plan by approximately $700 million, lifting total estimated costs to about $2.8 billion, with $2.1 billion already accrued and AI named a restructuring driver for the first time.