Oracle Corp (ORCL)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $16.99B net income over the last four reported quarters, up from $15.92B the year before.
- Insider buying vs selling14/20
Some insider buying (1 buy, $3.5M) against larger selling (3 sells, $5.3M). Any open-market buying is worth noticing.
- Dilution and offerings6/15
Share count up 6.4% in a year plus 7 offering-related filings. Real dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts41
- Implied upside+88.4%
- Target range$110.00 to $400.00
- EPS expected$1.89 -16%
- A year ago$2.26
- Revenue expected$21.33B +33%
- Estimate range$1.81 to $2.04
ORCL closed at $125.54 on Oct 22, down 13.2% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 6% of the 52-week range ($114.99 to $283.33).
Insider buying and selling at Oracle Corp (ORCL)
The most recent Form 4 on record for Oracle Corp (ORCL) is September 29, 2026, when Stephen H Rusckowski, Director, bought $3.5M of stock. An open-market purchase is money the filer chose to put in.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Stephen H Rusckowski · Director | Buy | $3.5M | September 29, 2026 | Notable buy |
| Jeffrey Henley · Vice Chairman | Sell | $63.7M | June 24, 2026 | Routine |
| Douglas A Kehring · EVP, Principal Financial Offcr | Sell | $6.8M | January 15, 2026 | Routine |
| Jeffrey Berg · Director | Sell | $14.0M | October 28, 2025 | Worth a look |
| Clayton M. Magouyrk · Chief Executive Officer | Sell | $11.1M | October 21, 2025 | Red flag |
| Michael D. Sicilia · President, Industries | Sell | $10.9M | September 23, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Sicilia Michael D. · Officer, Director | $3.4M | September 22, 2026 | Executed | Routine |
| Smith Maria · Officer | $399,123 | September 22, 2026 | Executed | Vested shares |
| Sicilia Michael D. · Officer, Director | $1.5M | September 16, 2026 | Executed | Routine |
How Congress has done in ORCL
Every purchase of ORCL disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | ORCL | SPY |
|---|---|---|
| Median 12-month return after purchase | +12.8% | +17.5% |
| Median difference vs SPY | -3.9% | — |
| Purchases that beat SPY | 9 of 22 (41%) | — |
| Members who bought | 12 | — |
Most frequent buyers: Josh Gottheimer (4), Cleo Fields (3), Jared Moskowitz (3), Jefferson Shreve (3), Michael McCaul (2).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 6 of the 22 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in ORCL
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-05-07 | Sheldon Whitehouse RI | Sale | $15,001 - $50,000 | |
| 2025-10-07 | Tommy Tuberville AL | Sale | $15,001 - $50,000 | |
| 2025-04-16 | John Boozman AR | Purchase | $1,001 - $15,000 | |
| 2025-01-14 | Michael Rulli OH | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
Oracle news
All 58 articles
Marvell (MRVL), Microsoft, and Oracle are writing an open standard to build key security into data center servers
Three companies want encryption keys protected inside the server itself.
Oracle (ORCL) is in talks with Apollo and Goldman on AI chip financing. Its borrowings and lease liabilities total $169 billion.
Oracle is negotiating with Apollo and Goldman Sachs on financing for chips it would lease. Its borrowings and lease liabilities already totaled $169.1 billion on August 31.
Oracle (ORCL) director buys $3.48 million in stock days after debt insurance costs hit a record
Former Quest Diagnostics CEO Stephen Rusckowski's trust went from 390 Oracle shares to 25,390. Here's what his Form 4 shows, and what it doesn't.
Oracle (ORCL) vs. CoreWeave (CRWV): the debt behind the AI buildout, compared
Oracle has signed $288 billion of data center leases that haven't started yet. Here's how its debt stacks up against CoreWeave's, line by line.
Hackers renew attacks on Oracle (ORCL) PeopleSoft and claim theft of FBI medical records
Google's Mandiant says ShinyHunters is again exploiting a patched Oracle PeopleSoft flaw on servers that relied on firewall rules. The group separately claims it stole medical records from the FBI's job applicant site.
Oracle (ORCL) is building its New Mexico data center before its power plant has an air permit or a gas supply line
A report released by a New Mexico law group lists what is still unresolved at Oracle's Project Jupiter: the power plant's air permit, a delayed gas pipeline, water limits, tax-break lawsuits, and jobs.
Oracle (ORCL) invokes force majeure on its New Mexico data center to protect against delays
Oracle sent Blue Owl a force majeure notice over Project Jupiter in New Mexico, aiming to delay payments if the data center slips rather than walk away, Bloomberg reported.
Oracle (ORCL)-linked data-center loans fall to 89 cents as banks struggle to sell the debt
About $18 billion of loans financing an Oracle (ORCL) data center in New Mexico are quoted at 89 to 91 cents on the dollar, the Financial Times reported. Banks have struggled to sell the debt amid concerns over Oracle's borrowing.
Oracle (ORCL) booked $30 billion of new AI contracts and burned $5.4 billion of cash in the same quarter
Oracle beat estimates in its fiscal first quarter, with cloud infrastructure revenue up 121% to $7.4 billion and a backlog of $664 billion. Free cash flow was negative $5.4 billion, and the guidance footnote shows Q2 adjusted earnings falling against a year-ago figure inflated by a one-time gain.
Articles that mention Oracle without it being the main subject.
CoreWeave (CRWV) and seven other AI infrastructure borrowers see bond spreads widen as a Goldman note says credit is ahead of stocks
We compared the same AI borrowers' bonds from Oct. 8 through Oct. 16, and every one widened while JNK barely moved. Now updated with what new debt would cost each borrower.
Nvidia (NVDA) CEO Huang sees no need to backstop CoreWeave (CRWV) as debt insurance costs hit a record
"I'm optimistic," Huang said, as CoreWeave's stock and bonds kept falling.
AI giants could overtake the big banks as the bond market's biggest concentration risk. One strategist says governments are doing the crowding.
Wellington's Loren Moran says AI hyperscalers will overtake the big banks as the investment-grade bond market's largest concentration risk. A SocGen strategist says governments are doing more of the crowding.
Frequently asked questions
When does ORCL report earnings?
Oracle Corp (ORCL) is scheduled to report quarterly results on December 14, 2026. The 33-analyst consensus is $1.89 per share on revenue of $21.33B for the quarter ending November 30, 2026, against $2.26 and $16.06B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for ORCL?
41 analysts cover Oracle Corp (ORCL). The consensus rating is Buy. The average price target is $236.54, in a range of $110.00 to $400.00.
Are insiders buying or selling ORCL?
We track Form 4 filings for Oracle Corp (ORCL). The activity listed on this page shows 1 open-market purchase and 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading ORCL?
12 members of Congress have disclosed buying ORCL in the last 5 years, 22 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +12.8% against +17.5% for SPY over the same windows, and 9 of the 22 (41%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see ORCL SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 19, 2026.