GET DAILY SIGNALSOracle (ORCL) Delivers Record $67.4 Billion Revenue in FY2026 with Strong Cloud Momentum
Key Takeaways
- Oracle reported record total revenue of $67.4 billion for fiscal year 2026, up 17% year-over-year.
- Cloud revenue reached $34.0 billion for the year, surging 39% and driving overall growth.
- GAAP earnings per share for fiscal 2026 rose 34% to $5.83; non-GAAP EPS increased 27% to $7.63.
- Cloud Applications (SaaS) revenue hit $15.9 billion for the year, up 11% in USD.
- Q4 results exceeded expectations, highlighting strength in Cloud Infrastructure and Applications.
- Shares reacted modestly lower in after-hours trading following the June 10 release.
Why These Results Matter in Context
Oracle’s fiscal year ends on May 31, so the fourth-quarter and full-year numbers represent a significant checkpoint. The company’s ongoing shift toward the cloud has been a central theme for investors, particularly as competition intensifies in enterprise software and data management. Recent quarters have shown accelerating momentum, and this report offers the clearest picture yet on whether that pace can be maintained into fiscal 2027.
The Reported Numbers
Oracle released its fourth-quarter and fiscal-year 2026 results after market close on June 10, 2026. Total revenue for the year reached a record $67.4 billion, up 17% in USD and 16% in constant currency. Cloud revenue climbed 39% to $34.0 billion. Cloud Applications (SaaS) revenue totaled $15.9 billion, up 11% in USD and 10% in constant currency. GAAP earnings per share rose 34% to $5.83, while non-GAAP EPS increased 27% to $7.63. The company also declared a quarterly dividend of $0.50 per share.
Market Reaction and Sentiment
Following the after-hours release on June 10, Oracle shares declined modestly in initial trading, closing around $201.26 on June 10 amid broader market moves. Investor attention focused on the robust cloud growth figures, which aligned with expectations for continued expansion in high-margin segments. From what I see, sentiment remains constructive on the company’s cloud transition, though some caution lingers around valuation and competition.
Forward Outlook and Factors to Watch
Investors will be tracking Oracle’s progress in expanding its cloud footprint, especially Cloud Infrastructure growth rates and customer adoption metrics. Remaining performance obligations, which have shown significant increases in prior quarters, provide insight into future revenue visibility. Margin trends in cloud versus traditional software businesses will stay important, as will any updates on capital expenditures supporting infrastructure buildout.
Broader industry dynamics, including enterprise spending on AI-enabled applications and data management, could influence demand. Currency fluctuations may affect reported results given Oracle’s global operations. The next earnings update is expected in September 2026 for the first quarter of fiscal 2027.
Using AI Tools to Refine the Analysis
When reviewing results like these, I often turn to Tickeron’s AI Screener to quickly compare Oracle’s performance against peers in the software and infrastructure space. The tool lets me filter by technical patterns, fundamentals, and AI-driven signals, which helps surface context that might otherwise require hours of manual work. It’s become a regular part of my process for identifying how individual names stack up on metrics that matter most to the story.
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Financial writer and active order flow futures trader with a focus on fundamental analysis, macroeconomic factors, and equity research. I make in-depth blogs on stocks and ETFs, bridging the gap between raw market data and real-world trading decisions.
ORCL's Indicator enters downward trend
The Aroon Indicator for ORCL entered a downward trend on October 27, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 166 similar instances where the Aroon Indicator formed such a pattern. In 116 of the 166 cases the stock moved lower. This puts the odds of a downward move at 70%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ORCL as a result. In 47 of 69 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 68%.
The Moving Average Convergence Divergence Histogram (MACD) for ORCL turned negative on November 02, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 38 similar instances when the indicator turned negative. In 25 of the 38 cases the stock turned lower in the days that followed. This puts the odds of success at 66%.
ORCL moved below its 50-day moving average on October 29, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for ORCL crossed bearishly below the 50-day moving average on September 30, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 13 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 54%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ORCL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +14.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where ORCL advanced for three days, in 228 of 330 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
ORCL may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 24 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 60 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.068) is normal, around the industry mean (16.313). P/E Ratio (19.094) is within average values for comparable stocks, (57.744). Projected Growth (PEG Ratio) (0.740) is also within normal values, averaging (3.696). Dividend Yield (0.016) settles around the average of (0.312) among similar stocks. P/S Ratio (5.858) is also within normal values, averaging (104.492).
The Tickeron Price Growth Rating for this company is 64 (best 1 - 100 worst), indicating fairly steady price growth. ORCL’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 86 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ORCL’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 91, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 94 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
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