Oracle completed a $10 billion common stock offering on November 4, 2026 and issued $10 billion of notes, with net proceeds designated for general corporate purposes.
ORCL · Oracle Corp
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Oracle Corporation established a shelf registration on November 2, 2026 for common stock, preferred stock, debt securities, depositary shares, warrants, purchase contracts and units; offering terms will be set in prospectus supplements.
Oracle targets FY30 total revenue of $225 billion+ and non-GAAP EPS $21+, positive free cash flow during the second half of FY28 and $30 billion+ in FY29, and additional capital raises through FY30 of $20 billion.
Oracle’s virtual 2026 Annual Meeting is scheduled for November 18, 2026 at 9:00 a.m., Central Time. Stockholders will vote on 13 director nominees, executive compensation, Ernst & Young LLP for fiscal 2027, and one stockholder proposal.
Oracle Corporation’s annual meeting is scheduled for November 18, 2026 at 9:00 AM, CST, with votes on director elections, executive compensation, accounting firm ratification, and a shareholder proposal concerning shareholder proposal access rights.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q1 FY27 earnings call · Sep 10, 2026TL;DR. Oracle delivered record Q1 FY27 results with total revenue up 30% to $19.3B and cloud infrastructure revenue up 121% to $7.4B, driven by 850MW of new AI capacity and 300,000+ GPUs delivered. The company raised full-year FY27 guidance to at least $90B in revenue and $8.10 non-GAAP EPS, while RPO grew $26B sequentially to $664B (+$209B y/y).
- + Cloud infrastructure revenue grew 121% to $7.4B on 850MW of new AI capacity delivered
- + Raised full-year FY27 revenue guidance to at least $90B and non-GAAP EPS to $8.10
- + GPU renewals sold at a 20% premium to prior contracts
- + Multi-cloud database revenue grew 353% y/y with customer count up 180%
- − Software revenue declined 3% to $5.55B reflecting customer migration from on-premises
- − Free cash flow was negative $5.4B in Q1 due to elevated CapEx of $28.5B
- − Gross margin declined due to ramping of data centers and infrastructure revenue acceleration
- − Q2 FY27 guidance includes a -18% to -14% USD EPS decline when including prior-year Ampere gain
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this companyEquibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Cloud Applications (SaaS) Revenue | $4.2B | Q1 FY2027 | +9.4% |
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| Cloud Infrastructure (IaaS) Revenue | $7.4B | Q1 FY2027 | +121.1% |
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| Free Cash Flow non-GAAP | -$5.4B | Q1 FY2027 | — |
| Net Cash Outlay for Capital Expenditures non-GAAP | $17.97B | Q1 FY2027 | — |
| Operating cash flow | $23B | Q1 FY2027 | — |
| Operating Cash Flow % Growth over prior year | 184% | Q1 FY2027 | — |
| Operating Cash Flow as a % of Net Income | 485% | Q1 FY2027 | — |
| Remaining Performance Obligations | 664B | Q1 FY2027 | — |
| Free cash flow as percent of net income non-GAAP | -139% | Year Ended May 31, 2026 filing | — |
| Net cash provided by operating activities as a percent of net income non-GAAP | 187% | Year Ended May 31, 2026 filing | — |
| Total stock-based compensation | $4.81B | fiscal 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ORCL
this stock
Oracle Corp
|
$351.06B | -40.4% | +17.3% | 18.2 | 1.6% |
|
MSFT
Microsoft Corp
|
$3.94T | +9.7% | +6.9% | 27.7 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$386.44B | -9.8% | +56.2% | 112.2 | 2.3% |
|
PANW
Palo Alto Networks Inc
|
$256.72B | +70.4% | +29.0% | — | 2.6% |
|
CRWD
CrowdStrike Holdings, Inc.
|
$222.09B | — | +21.7% | 4338.0 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ORCL | -11.2% | -17.9% | -37.8% | -11.2% | -40.4% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | -8.5% | -12.3% | -37.3% | -8.5% | -48.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.