TLDR
- Oracle reports fiscal Q4 2026 earnings after market close on June 10, 2026
- Analysts expect $1.96 EPS and $19.10 billion in revenue, up ~20% year-over-year
- ORCL is up roughly 27% year-to-date but opened Wednesday at $244.80, down 1.4%
- UBS raised its price target to $285; Scotiabank raised to $290, both maintaining Buy ratings
- Wall Street consensus is Moderate Buy with an average price target of $263.62
Oracle is heading into its fiscal fourth-quarter earnings report on June 10, 2026, and Wall Street has plenty riding on the numbers.
The stock opened Wednesday at $244.80, down 1.4% on the day. Despite the recent dip, ORCL has gained around 27% year-to-date, reflecting broader optimism around AI-driven cloud demand.
Analysts are projecting earnings of $1.96 per share on revenue of $19.10 billion. That would represent roughly 20% revenue growth compared to the same quarter last year.
Oracle’s own guidance for Q4 sits at $1.96 to $2.00 EPS ā so expectations are tight. Historically, Oracle has missed earnings estimates in four of the past nine quarters, which keeps some investors cautious.
Last quarter, Oracle beat on both lines. The company posted $1.79 EPS versus the $1.71 consensus, with revenue of $17.19 billion against estimates of $16.91 billion ā up 21.7% year-over-year.
The company carries a market cap of $704 billion, a P/E ratio of 43.95, and a 52-week range of $134.57 to $345.72. Its 50-day moving average sits at $172.65.
Analyst Price Target Upgrades
UBS analyst Karl Keirstead raised his price target to $285 from $250 ahead of the print, keeping his Buy rating intact. After talking with customers and partners, he said he found no signs of slowing demand in Oracle’s cloud and AI businesses.
Scotiabank’s Patrick Colville went further, raising his target to $290 from $215, also maintaining an Outperform rating. He acknowledged the stock could stay choppy near-term but sees a solid longer-term setup tied to AI cloud spending.
Investor Justin Purohit also flagged Oracle’s partnerships with Microsoft, Google Cloud, and Amazon as a key driver of future cloud and database business.
What Investors Will Watch
Beyond EPS and revenue, the focus will be on Oracle’s cloud infrastructure segment. That unit has become the engine of the company’s growth story.
Investors will be watching for updates on AI-related demand, data center expansion, and backlog figures. Any color on the pace of infrastructure spending ā and whether returns are starting to show up ā will be closely parsed.
The conference call is scheduled for 5:00 PM ET on June 10.
Oracle declared a quarterly dividend of $0.50 per share, paid April 24, representing an annualized $2.00 dividend and a 0.8% yield.
On the ownership side, EVP Stuart Levey sold 15,000 shares in April at an average price of $176.19, reducing his stake by 81.39%. Insiders hold 40.90% of the company overall, with institutional investors accounting for 42.44%.
The current Wall Street consensus across 42 analysts stands at Moderate Buy, with an average price target of $263.62 ā representing roughly 4% upside from Wednesday’s open.
šØ Our MAY Stock Picks Are Live!
A new month means new opportunities. Our analysts have just released their top stock picks for May, highlighting companies with strong momentum that rank highly on our KO Score algorithm. Weāre also now sharing trade ideas for both long-term and short-term investors, giving you more ways to spot potential opportunities in the market.
Sign up to Knockout Stocks today and get 50% off to unlock the full list and see which stocks made the cut.
Use coupon code Special50 for your exclusive discount!
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
