Oracle Corp (ORCL)
- Analysts41
- Implied upside+115.8%
- Target range$110.00 to $400.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | June 26, 2026 | PRIMARY DOCUMENT |
| 144 | June 24, 2026 | View on EDGAR |
| 144 | June 23, 2026 | View on EDGAR |
| 424B5 | June 23, 2026 | 424B5 |
| 10-K | June 22, 2026 | 10-K |
| 8-K | June 10, 2026 | 8-K |
| 4 | June 2, 2026 | PRIMARY DOCUMENT |
| 4 | June 2, 2026 | PRIMARY DOCUMENT |
Our ORCL coverage
12 articles
Everyone's asking if AI is the next dot-com bubble. Nvidia and 25 companies just gave a clue.
Nvidia rallied 25 companies behind open AI models, and OpenAI and Anthropic sat it out. Here's why I think their coming IPOs, not this fight, mark the real top of the AI bubble.

Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.

Michael Burry cut his Oracle (ORCL) short in half, and says reports he closed it are fake news
Michael Burry sold half his Oracle (ORCL) puts on July 17 after a 63% stock plunge, then called reports that he'd fully exited the short "fake news." The same post added Nvidia (NVDA) puts, more DraftKings (DKNG), and a skeptical read on Netflix (NFLX).

Nvidia (NVDA) and Microsoft (MSFT) don't just sell OpenAI chips and cloud time. They also fund the bill.
Nvidia, Microsoft, Oracle, Broadcom, AMD, and CoreWeave have promised OpenAI close to a trillion dollars combined, and some of them are OpenAI's investors as well as its vendors. Here's how the money actually loops, and where it's already showing strain.

New Mexico blocked the pipeline feeding Oracle's (ORCL) biggest Stargate site. Bloom Energy (BE) has 2.45 GW riding on it.
New Mexico's land commissioner denied the Green Chile gas pipeline for Oracle's Project Jupiter Stargate site a second time, and SemiAnalysis now sees a 1 to 2 year delay risk. That puts Bloom Energy's record 2.45 GW fuel cell order, and a $61 billion market cap built on AI power deals, on the clock.

Kimi K3 just gave Nvidia (NVDA) its second "DeepSeek moment." The first one made chip demand go up, not down.
Moonshot AI's Kimi K3 sent Nvidia and Oracle lower this week, reviving the "cheap AI kills chip demand" argument. History, and the actual spending numbers, say the opposite is true.
Frequently asked questions
What do analysts expect for ORCL?
41 analysts cover Oracle Corp (ORCL). The consensus rating is Buy and the average price target is $248.15, in a range of $110.00 to $400.00.
Are insiders buying or selling ORCL?
We have no qualifying Form 4 insider purchases or sales on record for Oracle Corp (ORCL). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see ORCL SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed June 26, 2026.