Oracle Set to Release Quarterly Earnings Amid AI Spending Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 09 2026
0mins
Should l Buy ORCL?
Source: seekingalpha
- Earnings Expectations: Oracle is projected to report an EPS of $1.69, reflecting a 15% increase, with revenue expected to rise 19.7% to $16.91 billion, indicating strong performance in the cloud computing sector.
- Increased Capital Expenditure: The company anticipates capital expenditures for fiscal 2026 to exceed the initial estimate of $35 billion by $15 billion, highlighting significant investment pressures related to AI data center expansion that may impact short-term profitability.
- Market Reaction: Despite a nearly 24% drop in stock price this year, analysts remain bullish on Oracle, with Evercore noting that the use of $25 billion in debt and $25 billion in equity financing should alleviate funding concerns and enhance the company's competitive edge in AI.
- Cloud Revenue Outlook: Although cloud revenue missed estimates in Q2, Barclays analysts believe AI revenue will slightly outperform consensus, and favorable foreign exchange factors will boost overall revenue growth, indicating Oracle's strong positioning in global AI adoption.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 165.960
Low
180.00
Averages
309.59
High
400.00
Current: 165.960
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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