Oracle (NYSE:ORCL) Announces FY 2030 Earnings Guidance

Oracle (NYSE:ORCL) issued an update on its FY 2030 earnings guidance on Friday. The company provided earnings per share guidance of 21.000- for the period. The company issued revenue guidance of $225.0 billion. Oracle also updated its FY 2027 guidance to 8.100-8.100 EPS.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Argus restated a “buy” rating and issued a $225.00 target price on shares of Oracle in a research note on Monday, September 14th. Scotiabank reaffirmed a “sector outperform” rating and issued a $205.00 price target on shares of Oracle in a research note on Thursday. The Goldman Sachs Group decreased their price objective on Oracle from $240.00 to $206.00 and set a “buy” rating for the company in a report on Friday, October 23rd. Yorkville Ives assumed coverage on shares of Oracle in a report on Wednesday, October 7th. They set an “in-line” rating and a $155.00 target price on the stock. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $275.00 target price on shares of Oracle in a research report on Thursday. Thirty-six research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $248.41.

Oracle Stock Down 3.5%

ORCL stock opened at $139.51 on Friday. Oracle has a twelve month low of $114.50 and a twelve month high of $269.76. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. The firm has a market cap of $421.84 billion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 1.02 and a beta of 1.78. The business has a 50 day moving average of $142.04 and a 200 day moving average of $157.56.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The business had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. During the same quarter in the previous year, the business earned $1.47 earnings per share. The firm’s quarterly revenue was up 29.6% compared to the same quarter last year. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. On average, research analysts forecast that Oracle will post 6.72 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, October 9th. Oracle’s payout ratio is currently 31.35%.

Insider Transactions at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the company’s stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the transaction, the executive vice president owned 64,357 shares in the company, valued at $9,762,956.90. The trade was a 3.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Michael Sicilia sold 22,562 shares of the stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the sale, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 36,075 shares of company stock valued at $5,342,123 in the last quarter. 38.40% of the stock is owned by insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle said it will raise no more than $20 billion in additional debt and equity through fiscal 2030, compared with $48 billion raised in fiscal 2026. The cap gives investors greater visibility into funding needs and addresses concerns about potentially unlimited dilution or leverage. Oracle capital-raising cap article
• Positive Sentiment: The company’s investor-day outlook remains ambitious: at least $225 billion in fiscal 2030 revenue, more than 35% annual growth from fiscal 2026, operating margins above 40%, and non-GAAP EPS of at least $21. Oracle also forecast positive free cash flow in the second half of fiscal 2028 and more than $30 billion in fiscal 2029. Oracle Investor Day 2026
• Positive Sentiment: Analysts largely remain constructive following the targets, with TD Cowen maintaining a Buy rating and a $240 price target, while Bank of America reiterated its Buy rating and $240 target. The forecasts suggest substantial upside if Oracle converts its AI infrastructure backlog into revenue and cash flow. Oracle analyst-day outlook
• Neutral Sentiment: Oracle’s cloud and AI expansion remains the central investment thesis, but the stock’s ability to meet the long-term projections depends on very strong execution and demand for data-center capacity.
• Negative Sentiment: Shares declined roughly 3.5%–4% in the latest session as investors reduced exposure to large-cap technology stocks. The Nasdaq fell 1.57%, and weaker-than-expected capital spending from major AI buyers pressured cloud-infrastructure names, despite favorable commentary about Oracle’s plans. Oracle stock sell-off article
• Negative Sentiment: Oracle still faces execution, spending and financing risks: it has recently raised substantial capital for AI infrastructure, while the stock is trading below its 50-day and 200-day moving averages. These factors may keep volatility elevated even with the improved long-term outlook.

Oracle Company Profile

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud infrastructure and database technologies. Its products help organizations store, manage, analyze and secure data, while supporting business operations across industries and geographies.

The company’s offerings include Oracle Database, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud-based applications. These applications serve functions such as enterprise resource planning, financial management, human resources, supply-chain management, customer experience and industry-specific operations.