How to Trade Oracle After Fiscal Q4 2026 Earnings
June 15, 2026 15:22
Founded in 1977 and headquartered in Austin, Texas, Oracle Corporation (NYSE: ORCL) is one of the world's largest enterprise technology companies, known for its database software and increasingly for its cloud computing business spanning Cloud Infrastructure and Cloud Applications.
The company recently reported its results for the fourth quarter of fiscal year 2026. Here is a closer look at its performance and what analysts are forecasting for the stock.
The information in this article is provided for educational purposes only and does not constitute financial advice. Consult a financial advisor before making investment decisions.
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Oracle's Fiscal Q4 2026 Earnings Performance Summary
Key Takeaways
- Revenue rose 21% year-on-year (YoY) to a record $19.2 billion, due to broad-based demand across Oracle's cloud technology and applications businesses.
- Profitability reached record levels. GAAP (Generally Accepted Accounting Principles) operating income was $6.1 billion, up 20% YoY. Non-GAAP operating income, which excludes items such as stock-based compensation and acquisition-related amortisation, rose to a record $8.6 billion, up 22%.
- Segment performance was mostly positive:
- Cloud Infrastructure (IaaS) revenue rose 93% YoY to $5.8 billion
- Cloud Applications (SaaS) revenue rose 10% YoY to $4.1 billion. Together, total cloud revenue grew 47% YoY to $9.9 billion
- Software revenue, by contrast, was down 2% YoY to $6.8 billion, which Oracle linked to customers migrating from on-premise software to the cloud
- Remaining Performance Obligations (RPO), the value of contracted revenue signed but not yet delivered, reached a record $638 billion, up 363% YoY. Oracle stated that most of the recent increase came from large-scale AI contracts, where customers either prepaid for the GPUs (graphics processing units used to run AI workloads) or bought and supplied them to Oracle directly. These customer-funded portions now total $75 billion, which Oracle said reduces the capital it must raise to build out its AI data centres.
- The scale of Oracle's spending drew particular attention from investors. Capital expenditure (CapEx) reached $55.7 billion for fiscal year 2026, more than double the prior year. As a result, free cash flow, the cash the business generates after funding its own capital expenditure, was negative $23.7 billion for the year. Management indicated it expects to raise roughly $40 billion through debt and equity financing in fiscal 2027.
- For the first quarter of fiscal 2027, management guided for total revenue growth of 27% to 29% YoY. For the full fiscal year 2027, management reiterated its $90 billion revenue target and raised its non-GAAP EPS guidance to $8.05.
Source: Oracle Fiscal Q4 2026 Press Release and CNBC report
Oracle's 12-Month Analyst Stock Price Forecast
According to 32 Wall Street analysts, polled by TipRanks, offering a 12-month stock price forecast for Oracle over the past 3 months:
- Buy Ratings: 27
- Hold Ratings: 5
- Sell Ratings: 0
- Average Price Target: $267.07
- High Price Target: $400.00
- Low Price Target: $190.00
Trading Strategy Example: Oracle Corporation
The following trading examples are for educational purposes only and do not constitute investment advice. Investors should conduct independent research before making trading decisions. An example trading idea for the Oracle share price could be as follows:
Remember, markets are volatile, and Oracle's share price can fluctuate and may even trend lower. Although the company reported better-than-expected results, the stock dropped around 10% in extended trading following the release, as management indicated it expects to raise a further $40 billion through debt and equity financing in fiscal 2027 to fund its AI build-out.
More broadly, Oracle competes in cloud infrastructure, and the pace of AI demand, pricing pressure, and the returns on its heavy investment all remain open questions.
How to Buy Oracle Stock in 4 Steps
- Open an account with Admirals and complete the onboarding process to access the dashboard.
- Click on Trade or Invest on one of your live or demo accounts to open the web platform.
- Search for your stock in the search window at the top.
- Input your entry, stop-loss and take profit levels in the trading ticket.
Do You See the Oracle Stock Price Moving Differently?
If you believe there is a higher chance that the share price of Oracle will move lower, then you can also trade short using CFDs (Contracts for Difference). However, these have higher associated risks and are not suitable for all investors. Learn more about CFDs in this How to Trade CFDs article.
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