Oracle (NYSE:ORCL) Trading Up 1.2% – Time to Buy?

Oracle Corporation (NYSE:ORCL) shares rose 1.2% on Friday . The stock traded as high as $197.00 and last traded at $192.1310. Approximately 10,753,915 shares changed hands during trading, a decline of 60% from the average daily volume of 27,076,824 shares. The stock had previously closed at $189.77.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Scotiabank reduced their price target on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a report on Monday, March 9th. Wedbush upped their price target on shares of Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, May 13th. UBS Group reaffirmed a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Oppenheimer upped their price target on shares of Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Finally, Melius Research set a $160.00 price target on shares of Oracle in a report on Monday, February 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $261.46.

Oracle Stock Up 1.2%

The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The company has a market cap of $552.58 billion, a PE ratio of 34.49, a P/E/G ratio of 1.80 and a beta of 1.55. The firm’s fifty day simple moving average is $165.70 and its 200-day simple moving average is $179.91.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s dividend payout ratio is presently 35.91%.

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Hedge Funds Weigh In On Oracle

Several institutional investors and hedge funds have recently modified their holdings of ORCL. Greykasell Wealth Strategies Inc. increased its position in Oracle by 1.1% during the third quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock worth $1,109,000 after purchasing an additional 42 shares during the last quarter. Beacon Bridge Wealth Partners LLC increased its position in Oracle by 3.0% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock worth $434,000 after purchasing an additional 45 shares during the last quarter. Everest Management Corp. increased its position in Oracle by 0.9% during the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock worth $1,481,000 after purchasing an additional 45 shares during the last quarter. Perennial Investment Advisors LLC increased its position in Oracle by 0.5% during the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after purchasing an additional 45 shares during the last quarter. Finally, Consolidated Portfolio Review Corp increased its position in Oracle by 1.0% during the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock worth $1,403,000 after purchasing an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

About Oracle

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.