Oracle (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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ORCL in upward trend: price may ascend as a result of having broken its lower Bollinger Band on July 16, 2026
ORCL may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 39 cases where ORCL's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator demonstrates 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.
The Moving Average Convergence Divergence (MACD) for ORCL just turned positive on July 22, 2026. Looking at past instances where ORCL's MACD turned positive, the stock continued to rise in of 38 cases over the following month. The odds of a continued upward trend are .
Bearish Trend Analysis
ORCL moved below its 50-day moving average on June 17, 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 June 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 14 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 .
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 of 62 cases within the following month. The odds of a continued downward trend are .
The Aroon Indicator for ORCL entered a downward trend on July 24, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is (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 (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 (8.818) is normal, around the industry mean (13.809). P/E Ratio (19.724) is within average values for comparable stocks, (68.953). Projected Growth (PEG Ratio) (0.650) is also within normal values, averaging (1.805). Dividend Yield (0.017) settles around the average of (0.023) among similar stocks. P/S Ratio (4.975) is also within normal values, averaging (130.618).
The Tickeron Price Growth Rating for this company is (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 (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 93, placing this stock better than average.
The Tickeron PE Growth Rating for this company is (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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General Information
a developer of a diversified line of business software products
Industry ComputerCommunications
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