Oracle Corporation stock reports 30 percent revenue growth
Published on 09/30/2026 at 11:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Oracle Corporation (ISIN US68389X1054) was trading at EUR 121.51 at Lang & Schwarz on September 30, 2026 at 11:40 a.m. CEST, down 0.21 percent versus the prior close of EUR 121.77. The company’s fiscal Q1 2027 results show why cloud infrastructure remains central to the investment case.
Cloud revenue reaches USD 11.60 billion
According to Oracle on September 10, 2026, total revenue rose 30 percent year over year to USD 19.35 billion in the quarter ended August 31, 2026. Cloud revenue increased 62 percent to USD 11.60 billion, including a 121 percent jump in cloud infrastructure revenue to USD 7.40 billion.
The earnings mix is shifting toward infrastructure. Software revenue fell 3 percent to USD 5.55 billion, while operating income increased 57 percent to USD 6.73 billion, giving Oracle a GAAP operating margin of 35 percent in fiscal Q1 2027.
Guidance sets a 30 percent growth test
Oracle guided for fiscal Q2 2027 total revenue growth of 30 percent to 34 percent and cloud revenue growth of 65 percent to 71 percent in USD. Non-GAAP EPS guidance stands at USD 1.85 to USD 1.93, while fiscal 2027 revenue is expected to reach at least USD 90.00 billion.
The expansion carries a substantial cash cost. CNBC reported on September 11, 2026, that Oracle posted negative free cash flow of USD 5.40 billion in fiscal Q1 2027, compared with negative USD 362.00 million a year earlier. Oracle also disclosed USD 664.00 billion in remaining performance obligations, up USD 209.00 billion year over year.
Analyst target moves to USD 210.00
According to Investing.com on September 4, 2026, Morgan Stanley raised its Oracle price target from USD 207.00 to USD 210.00 while retaining an Equalweight rating. The change was tied to a better expected margin trajectory for Oracle’s GPU cloud business, placing execution and financing alongside growth as key valuation variables.
Oracle stock trades at EUR 121.51
Oracle Corporation stock was trading at EUR 121.51 at Lang & Schwarz on September 30, 2026 at 11:40 a.m. CEST, down 0.21 percent versus the Lang & Schwarz prior close of EUR 121.77 on September 29, 2026. The finance quote showed a market capitalization of USD 397.2 billion as of September 29, 2026.
Oracle Corporation stock facts
- Company: Oracle Corporation
- ISIN: US68389X1054
- Ticker: ORCL
- Primary exchange: NYSE
- Price Lang & Schwarz (as of September 30, 2026, 11:40 a.m. CEST): EUR 121.51
- Change versus prior close: minus 0.21 percent
- Prior close Lang & Schwarz (September 29, 2026): EUR 121.77
- Market capitalization: USD 397.2 billion (as of September 29, 2026)
- Sector / Industry: Technology / Software - Infrastructure
