Oracle (NYSE:ORCL) Shares Up 3.5% – What’s Next?

20 May 2026, 17:17 by Amy Steele · The Cerbat Gem

Oracle Corporation (NYSE:ORCL – Get Free Report)’s share price rose 3.5% during mid-day trading on Wednesday . The company traded as high as $188.22 and last traded at $187.8980. Approximately 15,620,444 shares traded hands during mid-day trading, a decline of 43% from the average daily volume of 27,393,371 shares. The stock had previously closed at $181.46.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Wall Street commentary says there may be “light at the end of the tunnel” for Oracle’s heavy AI spending, suggesting the market is becoming more comfortable with near-term costs in exchange for longer-term cloud and AI growth. Oracle Stock: ‘Light At The End Of The Tunnel’ Seen For Big AI Spending
Positive Sentiment: Oracle’s AI cloud bet is drawing fresh attention, with reports highlighting its role in the broader S&P 500 technology and AI infrastructure trade. Oracle AI Cloud Bet Puts S&P 500 Tech Focus In Play
Positive Sentiment: Oracle is being viewed by some analysts as attractively valued after its steep retreat from the 52-week high, fueling “buy the dip” interest among investors. Is This AI Stock a Buy at 24 Times Earnings — or a Value Trap in Disguise?
Positive Sentiment: Oracle plans to deploy hundreds of thousands of Nvidia Vera CPUs in its cloud infrastructure starting in 2026, reinforcing its AI-capacity expansion and hyperscale ambitions. Oracle Bets On Nvidia Vera CPUs To Power Next Wave Of AI
Neutral Sentiment: Some recent coverage simply notes Oracle’s stock has been volatile and remains well below its peak, with price-target discussions reflecting a mix of recovery potential and lingering execution risk. Price Prediction and Forecast: Oracle Trades 29% Below Its Peak. Here Is Our 12 Month Target
Negative Sentiment: Oracle continues to face scrutiny over debt and negative free cash flow, which could limit upside if AI spending does not translate into stronger cash generation. Great News: Oracle Stock Could Be One of the Most Underrated AI Infrastructure Stocks

Analyst Ratings Changes

ORCL has been the topic of a number of recent analyst reports. Morgan Stanley cut their price target on shares of Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a report on Thursday, April 23rd. Barclays cut their price target on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a report on Monday, March 9th. TD Cowen cut their price target on shares of Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, March 6th. BMO Capital Markets cut their price target on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating on the stock in a report on Wednesday, March 11th. Finally, Stephens reissued an “equal weight” rating and issued a $254.00 price target on shares of Oracle in a report on Tuesday, April 7th. Three research 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 given a Sell rating to the company’s stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $261.46.

View Our Latest Analysis on ORCL

Oracle Price Performance

The business’s 50 day moving average price is $164.17 and its two-hundred day moving average price is $180.90. The stock has a market cap of $540.40 billion, a P/E ratio of 33.73, a price-to-earnings-growth ratio of 1.78 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL – Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period last year, the company posted $1.47 EPS. Oracle’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 35.91%.

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of ORCL. SHUTTLEWORTH & Co raised its holdings in Oracle by 1.5% in the first quarter. SHUTTLEWORTH & Co now owns 13,993 shares of the enterprise software provider’s stock worth $2,059,000 after buying an additional 212 shares during the last quarter. Western Wealth Management LLC raised its holdings in Oracle by 57.3% in the first quarter. Western Wealth Management LLC now owns 14,951 shares of the enterprise software provider’s stock worth $2,200,000 after buying an additional 5,444 shares during the last quarter. Silicon Valley Capital Partners raised its holdings in Oracle by 72.5% in the first quarter. Silicon Valley Capital Partners now owns 146,150 shares of the enterprise software provider’s stock worth $21,500,000 after buying an additional 61,408 shares during the last quarter. Ariadne Wealth Management LP raised its holdings in Oracle by 3.0% in the first quarter. Ariadne Wealth Management LP now owns 6,275 shares of the enterprise software provider’s stock worth $923,000 after buying an additional 184 shares during the last quarter. Finally, Wilson & Boucher Capital Management LLC raised its holdings in Oracle by 0.5% in the first quarter. Wilson & Boucher Capital Management LLC now owns 14,269 shares of the enterprise software provider’s stock worth $2,099,000 after buying an additional 71 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Company Profile

(Get Free Report)

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.