Oracle (ORCL) Projected to Post Earnings on Tuesday

Oracle (NYSE:ORCL) is projected to announce its Q3 2026 results after the market closes on Tuesday, March 10th. Analysts expect the company to announce earnings of $1.71 per share and revenue of $16.9056 billion for the quarter. Interested persons may visit the the company’s upcoming Q3 2026 earning results page for the latest details on the call scheduled for Tuesday, March 10, 2026 at 5:00 PM ET.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue was up 14.2% on a year-over-year basis. During the same period last year, the business posted $1.47 EPS. On average, analysts expect Oracle to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Oracle Price Performance

NYSE:ORCL opened at $152.95 on Friday. Oracle has a 12-month low of $118.86 and a 12-month high of $345.72. The stock’s 50 day moving average price is $169.72 and its two-hundred day moving average price is $220.72. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm has a market capitalization of $439.45 billion, a price-to-earnings ratio of 28.75, a P/E/G ratio of 1.34 and a beta of 1.66.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. Oracle’s dividend payout ratio is 37.59%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle rolled out an AI Construction & Engineering safety advisor — another revenue/AI product proof point that underscores continued commercialization of its AI stack. Oracle Transforms Construction Safety Management with AI
• Positive Sentiment: Technicals and some analyst notes suggest a potential bottom: chart patterns and a reclaim of short moving averages have prompted bullish short‑term commentary and supportive analyst views on accelerating cloud growth. Oracle Price Forecast: Reversal Signals
• Neutral Sentiment: Market focus is now squarely on Q3 results and OCI growth rates — analysts are parsing cloud/AI revenue guidance, margins and capex plans; that makes the upcoming earnings release the primary catalyst. Oracle Cloud Outlook Key Focus Ahead of Earnings
• Negative Sentiment: Reports say Oracle and OpenAI have scrapped plans to expand the Abilene, Texas data‑center site after financing and changing customer needs — a headline that investors interpret as lost growth visibility for AI infrastructure. Oracle and OpenAI end plans to expand Texas data center site
• Negative Sentiment: Multiple reports indicate Oracle is planning large layoffs and is under cash/capex pressure from its AI data‑center buildout — investors worry about near‑term cash flow, higher leverage and the need to raise substantial capital. Oracle cutting thousands of jobs to pay for AI infrastructure
• Negative Sentiment: Heightened legal risk — several firms have filed or opened notices for securities‑class‑action suits alleging misstatements about data‑center plans and capex, creating potential litigation costs and investor uncertainty (lead‑plaintiff deadlines in early April). Class Action Notice for Oracle Investors

Insiders Place Their Bets

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 72,223 shares of company stock valued at $13,689,064. Company insiders own 40.90% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new stake in Oracle in the third quarter valued at approximately $28,000. Ankerstar Wealth LLC acquired a new stake in Oracle in the 4th quarter valued at $31,000. Mpwm Advisory Solutions LLC increased its stake in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in Oracle during the third quarter worth $35,000. Finally, Mcguire Capital Advisors Inc. bought a new position in shares of Oracle in the fourth quarter valued at $47,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on ORCL shares. Robert W. Baird lowered their target price on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. UBS Group restated a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. Melius Research set a $160.00 price objective on Oracle in a research report on Monday, February 9th. The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Finally, Wells Fargo & Company initiated coverage on Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $280.09.

Oracle Company Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.