Oracle Corp (ORCL)
NYSE · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $17.09B net income over the last four reported quarters, up from $12.94B the year before.
- Insider buying vs selling8/20
Insiders are sellers only: 13 sells worth $67.9M, no open-market buys, across the last 16 Form 4s. Routine executive selling is common, so this is only a mild negative.
- Dilution and offerings11/15
Share count up 2.6% in a year with 9 offering-related filings. Mild dilution.
- Analysts42
- Implied upside+61.8%
- Target range$110.00 to $400.00
- EPS expected$1.74 +18%
- A year ago$1.47
- Revenue expected$19.13B +28%
- Estimate range$1.64 to $1.81
- Priced move±12.1%
ORCL closed at $150.85 on Aug 28, up 18.3% since Jul 30. Chart read: price above the 50-day moving average but below the 200-day; the 50-day is below the 200-day (downtrend structure); trading at 17% of the 52-week range ($114.99 to $328.33).
Insider buying and selling at Oracle Corp (ORCL)
The most recent Form 4 on record for Oracle Corp (ORCL) is June 24, 2026, when Jeffrey Henley, Vice Chairman, sold $63.7M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| 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 | Own call |
| Clayton M. Magouyrk · Chief Executive Officer | Sell | $11.1M | October 21, 2025 | Own call |
| Michael D. Sicilia · President, Industries | Sell | $10.9M | September 23, 2025 | 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 | +24.3% | +18.6% |
| Median difference vs SPY | +8.5% | — |
| Purchases that beat SPY | 9 of 16 (56%) | — |
| Members who bought | 9 | — |
Most frequent buyers: Josh Gottheimer (4), Jared Moskowitz (3), Jefferson Shreve (3), Greg Stanton (1), John Boozman (1).
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. 4 of the 16 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
| 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 | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 28, 2026 | PRIMARY DOCUMENT |
| 4 | June 26, 2026 | PRIMARY DOCUMENT |
| 144 | June 24, 2026 | View on EDGAR |
| 144 | June 23, 2026 | View on EDGAR |
| 424B5 | June 23, 2026 | 424B5 |
| 10-K | June 22, 2026 | 10-K |
| 8-K | June 10, 2026 | 8-K |
| 4 | June 2, 2026 | PRIMARY DOCUMENT |
Oracle news
All 27 articles
Michael Burry shorted Oracle (ORCL) at $144.63 and Nebius (NBIS) at $211.77. This time it's the stock, not puts.
Michael Burry shorted Oracle at $144.63 and Nebius at $211.77 on August 6, this time selling the shares short instead of buying puts. His argument: their AI-era earnings are inflated by understated chip depreciation.
Michael Burry sent readers to a BIS report on AI's poorly disclosed deals. Oracle (ORCL) reports $638 billion in one line.
Michael Burry spent July 23 pointing his readers at a Bank for International Settlements report on how AI deals get financed. The clearest illustration sits in an Oracle (ORCL) filing: a $638 billion backlog reported as one aggregate line, with the customer split left to S&P to estimate.
Michael Burry cut his Oracle (ORCL) short in half, and says reports he closed it are fake news
Michael Burry sold half his Oracle (ORCL) puts on July 17 after a 63% stock plunge, then called reports that he'd fully exited the short "fake news." The same post added Nvidia (NVDA) puts, more DraftKings (DKNG), and a skeptical read on Netflix (NFLX).
New Mexico blocked the pipeline feeding Oracle's (ORCL) biggest Stargate site. Bloom Energy (BE) has 2.45 GW riding on it.
New Mexico's land commissioner denied the Green Chile gas pipeline for Oracle's Project Jupiter Stargate site a second time, and SemiAnalysis now sees a 1 to 2 year delay risk. That puts Bloom Energy's record 2.45 GW fuel cell order, and a $61 billion market cap built on AI power deals, on the clock.
Oracle (ORCL) stock crashed 59%: is it near the bottom?
Oracle keeps beating earnings and keeps falling anyway, down from $345.72 to around $140. Here is why, the debt and cash burn behind it, the $638 billion bull case, and whether the stock is bottoming.
Articles that mention Oracle without it being the main subject.
GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead.
Heavy-duty gas turbines are booked years out, so AI data centers are paying for onsite power instead. What GE Vernova, Bloom Energy, Power Solutions International, NRG and EQT each sell into that gap.
OpenAI's data center chief left five months in, as the company commits $1.4 trillion to compute
Chris Malone, OpenAI's head of data centers, has left after about five months, the latest senior exit as the company pours money into compute.
Countries are buying AI compute like oil reserves. Nvidia says it's already a $30 billion business.
Governments are buying AI compute as national infrastructure, and specialized neoclouds are renting out GPUs at scale, but the two overlap more than the headline numbers suggest. What it means for Nvidia, Oracle, CoreWeave, Nebius and IREN.
Frequently asked questions
When does ORCL report earnings?
Oracle Corp (ORCL) is scheduled to report quarterly results on September 10, 2026, after the close. The 33-analyst consensus is $1.74 per share on revenue of $19.13B for the quarter ending August 31, 2026, against $1.47 and $14.93B a year earlier. It has beaten the consensus EPS estimate in 3 of the last four quarters. The options market is pricing a move of about 12.1% in either direction on the report, based on the cost of the at-the-money straddle expiring September 11, 2026.
What do analysts expect for ORCL?
42 analysts cover Oracle Corp (ORCL). The consensus rating is Buy. The average price target is $244.12, 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 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?
9 members of Congress have disclosed buying ORCL in the last 5 years, 16 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +24.3% against +18.6% for SPY over the same windows, and 9 of the 16 (56%) 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 July 28, 2026.