ORCLOracle Corporation
- Next report
- Dec 9
- Wednesday, in 27 days · time not announced yet
- EPS expected
- $1.56
- quarter ending Nov 30, 2026
- Last result
- $2.11Beat
- vs $1.58 expected on Jun 10
- Stock move on it
- −8.53%
- one session
- Price
- $127.15
- −0.96% today · $339B cap
Past and upcoming reports
2
| Dec 9, 2026 | Nov 30, 2026 | Time not announced yet | $1.56 | not yet | |
| Jun 10, 2026 | May 31, 2026 | Time not given | $1.58 | Beat$2.11 | −8.53% |
Pre-earnings read
No pre-earnings read for this report
None for this company right now.
After the report
Jun 10, 2026 report
Oracle beats Q4 EPS estimates by 7.5%, shares rise modestly amid mixed outlook
Oracle reported Q4 EPS of $2.11, beating estimates of $1.96 by 7.5%. The stock traded slightly higher post-earnings. Despite the beat, concerns remain over heavy FY27 capex and AI spending impacting leverage and cash flow.
Reported against expected
Oracle reported EPS of $2.11 versus an estimate of $1.96, a 7.5% positive surprise.
Guidance
Management highlighted heavy capex and AI-related spending for FY27, raising leverage and cash flow risks.
How the stock reacted
Shares rose modestly by 1.6% on the day following the earnings beat, reflecting cautious optimism.
What changed
Oracle beat Q4 EPS estimates by 7.5% with $2.11 reported EPS, but flagged heavy FY27 capex.
What the price now assumes
The 1.6% stock rise reflects cautious optimism amid concerns over leverage and cash flow risks.
What it means for the business
Maintain neutral bias. monitor FY27 capex and AI spending updates for leverage and cash flow impact.
The next one to three months, as we saw it then
Better case30%
Oracle manages AI-driven growth while controlling capex, improving cash flow and valuation.
Base case50%
Oracle delivers steady growth with manageable capex and AI investments, maintaining current valuation.
Worse case20%
Heavy capex and financing strain cash flow, increasing leverage risk and pressuring valuation.
If you hold it
Hold unless FY27 capex guidance rises materially or cash flow deteriorates significantly.
If you are watching
Consider entry if next-quarter guidance shows controlled capex and improving cash flow. avoid if leverage risk escalates.
Scenario odds are a judgement, not measured.