Oracle stock falls as EU regulators eye cloud licensing

Published on 09/02/2026 at 15:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oracle stock slips after reports that EU antitrust regulators are reviewing its cloud licensing practices, while the latest figures still point to heavy revenue growth and a huge backlog.

Makroaufnahme leuchtender Glasfaserstränge neben einem Prozessorchip mit Leiterbahnen — Oracle Corporation US68389X1054 visualisiert durch dramatische Makrofotografie leuchtender Glasfaserkabel neben einem detaillierten Computer-Prozessorchip mit Leiterbahnen, Illustration mit AI erstellt.

Oracle Corp (US68389X1054) stock fell after reports on September 1, 2026, that EU antitrust regulators are reviewing its cloud licensing practices, and the shares closed at USD 141.32, down 5.23 percent. The move came alongside a market backdrop that also weakened software and AI names.

Regulators circle cloud licensing

According to the Reuters report, the licensing practices of the U.S. cloud computing company are on the radar of EU antitrust regulators. That adds a fresh legal overhang to a stock that had already lost 5.23 percent in the latest close.

MarketScreener showed Oracle at USD 141.32 on September 1, 2026, with a day range of USD 139.40 to USD 142.05 and an average target price of USD 242.69. On that basis, the stock ended the session 42.0 percent below the average target price.

Revenue still grew fast

Oracle's fiscal 2026 revenue rose 17 percent to USD 67.4 billion, while cloud revenue increased 39 percent to USD 34 billion. Cloud infrastructure revenue grew 77 percent, and the company guided to 58 to 64 percent growth in the coming quarter.

For fiscal 2027, Oracle guided to total revenue growth of 27 to 29 percent and adjusted earnings per share between USD 1.72 and USD 1.76 for the first quarter. Management also set non-GAAP EPS guidance for the full year at USD 8.05.

Go deeper

Oracle backlog and cash flow

Oracle's backlog and guidance now matter more than the latest close, because both frame how much of the growth is already contracted.

Oracle Corp coverage

Oracle cloud in numbers

Oracle's fiscal 2026 remaining performance obligations reached USD 638 billion, up 363 percent year over year. One report also said cloud infrastructure revenue rose 77 percent in the quarter, underscoring that the cloud buildout remains the central operating story.

Shares and valuation

Oracle stock closed at USD 141.32 on September 1, 2026, after a 5.23 percent drop, while the 52-week range in the same snapshot ran from USD 37.79 to USD 70.49 in one market feed and from USD 139.40 to USD 142.05 in another. For investors, the gap between the latest price and the reported average target price of USD 242.69 remains the key valuation marker.