ORCL — Oracle Corp

Technology · Software - Infrastructure · AI software & cloud infrastructure

About Oracle Corp

Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Datab

AI software & cloud infrastructure

These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Oracle Corp is tracked in this sub-theme as a Software - Infrastructure name — see the full AI software & cloud infrastructure list.

Key data · delayed ~15 min, as of 8 July 2026

Ticker	ORCL
Company	Oracle Corp
Price	$143.76
Market cap	$414.4B
Sector / industry	Technology / Software - Infrastructure
Performance	1W -3.2% · 1M -37.6% · 1Y -37.5%
Analyst mean target	$252 (40 analysts, buy)

Valuation read

What the price implies: a reverse-DCF on forward earnings ($10.92/sh) backs out roughly ~0%/yr earnings growth — very low — the market prices near-flat or declining earnings; on cyclicals that's the cycle speaking. Run your own scenario in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.