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Oracle (NYSE:ORCL) reported record first-quarter fiscal 2027 revenue as cloud infrastructure growth accelerated and the company brought substantial new AI computing capacity online. The company also raised its full-year revenue and non-GAAP earnings outlook, while maintaining plans for heavy capital
While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended August 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Oracle Corp. sees about 50% of its backlog convert into sales over the next 36 months.
Oracle shares surged in extended trading Thursday after the tech giant reported record results on the back of booming cloud infrastructure demand.
Oracle (ORCL) delivered earnings and revenue surprises of +10.35% and +1.11%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?
The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.
Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
Cloud infrastructure revenue hit $7.4 billion in the fiscal first quarter, up 121%, as total revenue rose 30% to $19.3 billion
Oracle stock jumped late Thursday after the tech giant reported fiscal first-quarter results that beat expectations.
Enterprise software giant Oracle (NYSE:ORCL) reported Q3 CY2026 results exceeding the market’s revenue expectations, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter’s revenue to be around $21.2 billion, close to analysts’ estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts’ consensus estimates.
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares rose more than 6% in after-hours trading Thursday after the company posted better-than-expected first-quarter results, driven by surging demand for AI cloud infrastructure. The company reported first-quarter revenue of $19.3 billion, topping analyst...
Oracle Corp. reported growth in its cloud computing business that topped analysts’ estimates, suggesting the company’s large AI data center projects are helping boost its financial results.
A newer, larger Oracle bond yields more than its smaller twin--the opposite of the normal liquidity advantage.
Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the stock to go.
International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives flow changes everything about how to read it.
Oracle is set to report earnings and Wall Street expects its cloud infrastructure sales to grow by 112% to $7.1 billion in the first quarter.
Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth. Bank of America is modeling...
Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.
Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal about whether this recovery has legs or is running on borrowed time.
Yahoo Finance's Julie Hyman welcomes Kevin Mahn, Hennion & Walsh CIOKeith Lerner, Truist CIO & chief market strategist, on Opening Bid to break down where the tech trade stands and what investors should watch next.
JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.
The consensus price target hints at a 53.9% upside potential for Oracle (ORCL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
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