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ORCLOracle CorporationSell5.9·$143.50+2.30%
SellModerate Confidence
Investment thesis

Oracle carries a wide economic moat, exceptional return on equity of 53%, and strong analyst upside of 33%, but a confirmed downtrend with a death cross, elevated put-to-call ratio of 1.91, and negative free cash flow make this a hold-not-buy situation until momentum recovers.

Thesis pillars

  • Revenue Growth 21pctStable
  • Wide Moat High RoeStable
  • Earnings Beat StreakStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Oracle Corporation (ORCL) Stock Analysis

Falling Knife setup

SellVALUE-TRAP 2/5Moderate Confidence

Technology · Software - Infrastructure

Sell if holding. Momentum 1.8/10 is below the 5.0 floor at $143.50 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 3.9): -1.5; Concentration risk — Supplier: single vendor.

Oracle provides enterprise IT products and services — cloud applications (Fusion Cloud ERP, HCM, EPM, SCM), Oracle Cloud Infrastructure, database and middleware software, and enterprise hardware — delivered through on-premise, cloud, and hybrid deployment models to businesses,... Read more

$143.50+61.2% A.UpsideScore 5.9/10#35 of 110 Software - Infrastructure
QualityF-score7 / 9FCF yield-6.07%
IncomeYield1.43%(5y avg 1.28%)Payout34.31%sustainable
Stop $134.67Target $231.70(analyst − 8%)A.R:R 5.4:1
Analyst target$251.85+75.5%40 analysts
$231.70our TP
$143.50price
$251.85mean
$400

Sell if holding. Momentum 1.8/10 is below the 5.0 floor at $143.50 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 3.9): -1.5; Concentration risk — Supplier: single vendor. Chart setup: Death cross, below all MAs, RSI 19, MACD bearish. Score 5.9/10, moderate confidence.

Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 66d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: speculative.

10-K grounded · weekly refresh

About Oracle Corporation

About Oracle Corporation

Cloud services made up 43% of Oracle's total revenue in fiscal 2025, up from 37% in fiscal 2024 and 32% in fiscal 2023, as customers with legacy license-support contracts kept migrating workloads to Oracle Cloud Infrastructure (OCI) and Oracle Cloud Applications (OCA). Within cloud and license-support revenue, infrastructure offerings such as the Oracle Database and OCI contributed 56% versus 44% from applications like Fusion Cloud ERP and NetSuite, and Oracle invested $9.9 billion in research and development during fiscal 2025.

Oracle earns revenue through cloud subscriptions consumed ratably over contract terms, perpetual license and hardware sales recognized at delivery, and related support contracts that customers typically purchase alongside licenses and hardware. The company sells directly through its worldwide sales force and indirectly through the Oracle Partner Network of resellers, system integrators, and independent software vendors, and its OCI multicloud services interoperate with competing platforms from Microsoft Azure, Amazon Web Services, and Google Cloud. Data center capacity is secured through long-term lease commitments with third-party providers, exposing Oracle to termination fees if it overestimates demand and to capacity shortages if it underestimates growth. Hardware production depends on outsourced manufacturing partners located mostly outside the U.S., and the 10-K discloses that certain technologies and components can only be purchased from a single vendor due to price, quality, or availability constraints.

Show full overview

Oracle's cloud buildout leaves it exposed to a supply chain it does not fully control: the 10-K names political tension between China and Taiwan alongside industry-wide shortages of AI accelerators and graphics processing units as factors that have forced Oracle to accept less favorable supplier terms just to secure infrastructure capacity, and it separately discloses that certain hardware technologies and components are available from only a single vendor. That combination — sole-sourced inputs layered on top of a GPU market already running short — means a disruption at one supplier could constrain OCI capacity growth faster than Oracle could requalify an alternate source.

See also: Technology · Software - Infrastructure

From Oracle Corporation's most recent 10-K filing, extracted July 6, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-07
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Sep 9, 202666d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Strong growth profile
Wide economic moat
Risks
Concentration risk — Supplier: single vendor
Leverage penalty (D/E 3.9): -1.5
Negative momentum

Key Metrics

P/E (TTM)24.0
P/E (Fwd)12.8
Mkt Cap$404.0B
EV/EBITDA17.9
Profit Mgn25.4%
ROE53.4%
Rev Growth20.6%
Beta1.71
Dividend1.43%
Rating analysts49

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C0.65bullish
IV70%elevated

Concentration Risks(10-K Item 1A)

  • HIGHSuppliersingle vendor
    10-K Item 1A: 'there are some technologies and components that can only be purchased from a single vendor due to price, quality, technology, availability or other business constraints'
  • MEDIUMProductcloud services revenue43%
    10-K Item 1: 'our cloud services revenues represented 43%, 37% and 32% of our total revenues during fiscal 2025, 2024 and 2023, respectively'

Material Events(8-K, last 90d)

  • 2026-05-12Item 5.02LOW
    Board elected Tomislav Mihaljevic as director effective May 6, 2026. No committee assignment at this time; standard non-employee director RSU grant to follow. No related-party transactions disclosed.
    SEC filing →
  • 2026-04-06Item 5.02MEDIUM
    Hilary Maxson named Oracle CFO effective April 6, 2026, joining from Schneider Electric where she was EVP and Group CFO since 2020. No prior CFO departure or reason cited in the disclosed text.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Rsi
3.0
Volume
4.1
Capitulation risk (RSI 19, below 200MA)Volume distribution (falling OBV)Below 200-MA, MA slope -4.5%/30d — confirmed downtrend
GatesMomentum 1.8<4.5Death cross (50MA < 200MA)Executive change: officer departure/appointmentA.R:R 5.4 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 66d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Speculative
RSI
19 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $138.83Resistance $231.44

Price Targets

$135
$232
A.Upside+61.5%
A.R:R5.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 1.8 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-09-09 (66d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ORCL stock a buy right now?

Sell if holding. Momentum 1.8/10 is below the 5.0 floor at $143.50 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 3.9): -1.5; Concentration risk — Supplier: single vendor. Chart setup: Death cross, below all MAs, RSI 19, MACD bearish. Prior stop was $134.67. Score 5.9/10, moderate confidence.

What is the ORCL stock price target?

Take-profit target: $231.70 (+61.2% upside). Prior stop was $134.67. Stop-loss: $134.67.

What are the risks of investing in ORCL?

Concentration risk — Supplier: single vendor; Leverage penalty (D/E 3.9): -1.5; Negative momentum.

Is ORCL overvalued or undervalued?

Oracle Corporation trades at a P/E of 24.0 (forward 12.8). TrendMatrix value score: 6.9/10. Verdict: Sell.

What do analysts say about ORCL?

49 analysts cover ORCL with a consensus score of 4.1/5. Average price target: $252.

What does Oracle Corporation do?Oracle provides enterprise IT products and services — cloud applications (Fusion Cloud ERP, HCM, EPM, SCM), Oracle...

Oracle provides enterprise IT products and services — cloud applications (Fusion Cloud ERP, HCM, EPM, SCM), Oracle Cloud Infrastructure, database and middleware software, and enterprise hardware — delivered through on-premise, cloud, and hybrid deployment models to businesses, government agencies, and educational institutions worldwide. Cloud services revenue reached 43% of Oracle's total revenue in fiscal 2025, up from 32% in fiscal 2023, reflecting migration of its installed base from on-premise licenses to the Oracle Cloud.

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