ORCL
Oracle Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Oracle Corporation.
$143.92-3.97 (-2.68%)● Live
Current Narrative
Oracle's cloud pivot is finally paying off — but at what cost? After years of skepticism, OCI is growing 50%+ and the company has a $97B backlog fueled by AI infrastructure deals. The stock hit all-time highs above $300 in 2025, validating Larry Ellison's long bet on cloud. But the recent 40%+ selloff tells a different story: a $45-50B financing plan spooked investors worried about dilution and capex sustainability. Layoff rumors add to the uncertainty. Bulls see a hyperscaler in the making; bears see a company spending its way into trouble.
Rule of 402026 Q2
-47.9
✗ Below 40
Revenue Growth YoY+14.2%
+
FCF Margin-62.1%
History
2025 R40 +8
Background
Company History
ExchangeNYSE
IPO DateMar 12, 1986
Shares Outstanding2.92Bi
1977
Founding as Software Development Laboratories
Larry Ellison and team launch company focused on relational databases, pioneering commercial SQL implementation and setting stage for enterprise dominance.
1986
IPO on NASDAQ
Public listing provides capital surge during early database boom, fueling rapid expansion and establishing Oracle as a tech growth stock.
2005
Hostile Acquisition of PeopleSoft
$10.3B takeover expands enterprise applications suite amid consolidation wave, shifting narrative to aggressive M&A growth strategy.
2010
Acquisition of Sun Microsystems
$7.4B deal brings Java, hardware engineering, and open-source assets; marks entry into integrated hardware-software but initially weighs on margins.
2016
Acquisition of NetSuite
$9.3B purchase accelerates cloud ERP transition, signaling pivot from on-premise legacy to SaaS amid slowing traditional revenue.
2022
Completion of Cerner Acquisition
$28B healthcare IT deal diversifies into verticals, but integration challenges and debt highlight risks in late-stage M&A era.
2023
Cloud Infrastructure and AI Partnerships Surge
Major deals (e.g., with Nvidia, OpenAI potential) and OCI growth ignite stock rally, reframing Oracle as viable hyperscaler challenger.
2025
AI-Driven Cloud Acceleration and Stock Peak
Record cloud revenue growth and backlog push shares to all-time highs (~$300+), validating multi-year turnaround but raising capex sustainability questions.
Leadership
Key Players
Safra Catz
CEOCEO since 2014 (sole CEO since 2019). Former co-president and CFO. Driving Oracle's cloud infrastructure push.
Larry Ellison
Chairman & CTOCo-founder in 1977. Chairman and CTO. Still deeply involved in product strategy and major deals.
Ed Screven
Chief Corporate ArchitectLeads technical architecture across all Oracle products. Key to database and cloud strategy.
Juan Loaiza
EVP, Mission Critical Database TechnologiesOversees Oracle Database development. 30+ years at Oracle.
Ken Glueck
EVPLeads government affairs and public policy. Long-time Oracle executive.
Short Interest
Short interest data unavailable for ORCL.
