NYSE
158.83USD
+4.79 (+3.11%)
We have scored 104 news catalysts on Oracle Corporation (ORCL) over the past 12 months. The biggest single-day move next to one of them came Apr 13, 2026, when ORCL closed +12.7%: “AMD Price Prediction: Where Will The Stock be in 2027”. Coverage across the window leans negative (average ticker sentiment −0.11). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Suppliers, customers, partners and competitors of Oracle Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for ORCL: .
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Market cap
457.5B
P/E
—
EPS
—
Beta
1.73
52W range
114.5-345.72
Day range
156.71–159.70
Open
159.46
Prev close
154.04
Volume
26.1M
Avg volume
28.9M
Dividend
2.00
IPO
1986-03-12
Oracle Corporation, a global technology giant, provides a comprehensive suite of enterprise information technology solutions worldwide. A core part of its portfolio comprises cloud-based software-as-a-service (SaaS) applications, including the Oracle Fusion Cloud suite covering enterprise resource planning (ERP), enterprise performance management (EPM), supply chain and manufacturing management (SCM), and human capital management (HCM). This also extends to specialized offerings like Oracle Advertising, the NetSuite application suite, and Oracle Fusion solutions for Sales, Service, and Marketing. Beyond these, Oracle develops cloud solutions tailored for various specific industries, alongside traditional application licenses and comprehensive license support services. Furthermore, the company's robust cloud and licensing business is underpinned by its infrastructure technologies. These include the flagship Oracle Database, the widely adopted Java programming language, and various middleware components such as development tools. Its advanced cloud infrastructure provides compute, storage, and networking capabilities, complemented by innovative services like the Oracle Autonomous Database, MySQL HeatWave, Internet-of-Things (IoT) platforms, digital assistants, and blockchain technology. Oracle also offers a range of hardware products and associated software. This encompasses Oracle engineered systems, enterprise servers, storage solutions, and specialized hardware for particular industries. Additionally, it provides virtualization software, operating systems, management software, and related hardware support. Complementing its product lines, Oracle delivers expert consulting and dedicated customer services. The company employs a direct sales model, reaching businesses across diverse sectors, government bodies, and educational institutions globally, while also leveraging an extensive network of indirect channels. Established in 1977, Oracle Corporation maintains its corporate headquarters in Austin, Texas.
Analysts publish price targets on ORCL, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
23 analyst price targets from $95 to $325
as of 2026-09-03
The market is 41% below the median target — more cautious than the analysts.
The reconstruction
At $159, the stock sits at the 9th percentile of 23 published models, rejecting the bullish consensus on AI-driven cloud growth and explicitly pricing in the severe financial strain of the capital required to fund it.
What the disagreement turns on
Does the $638 billion in remaining performance obligations translate into profitable, unlevered revenue growth, or is it a mirage of debt-funded hardware buildouts that will trap the company in a permanent cash deficit? The wired data can measure the top-line conversion via unit_volumes, but it cannot measure the margin or debt service required to settle the debate.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $146 on 2026-09-03 — the quote has since moved +9%, so read this as a record of what was priced in then, not now.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Oracle Corporation — not a sector bucket. Click an edge to see the articles that established the link.
