Oracle stock reports 30 percent revenue growth as AI demand builds

Published on 10/05/2026 at 21:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oracle stock is anchored by USD 664 billion in Q1 RPO dated September 10, 2026. Cloud infrastructure revenue reached USD 7.4 billion as capex hit USD 28.5 billion.

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Oracle stock was trading at USD 142.62 on the NYSE on October 5, 2026, at 3:58 p.m. ET, up USD 0.32 or 0.22 percent from the prior close. The company reported fiscal Q1 FY2027 revenue of USD 19.3 billion, up 30 percent year over year, as artificial intelligence demand accelerated its cloud business.

Cloud growth reaches triple digits

According to Oracle in its September 10, 2026 release, total cloud revenue rose 62 percent to USD 11.6 billion in fiscal Q1 FY2027. Cloud infrastructure revenue increased 121 percent to USD 7.4 billion, while cloud applications revenue grew 10 percent to USD 4.2 billion.

The order picture was even larger. Oracle said remaining performance obligations rose by USD 209 billion year over year to USD 664 billion, and more than USD 30 billion of additional AI cloud contracts were booked during the quarter.

Cash flow remains the pressure point

Growth is arriving alongside heavy investment. Reuters reported on September 10, 2026, that Oracle posted negative free cash flow of USD 5.40 billion against a USD 9.56 billion consensus outflow. Capital expenditure reached USD 28.50 billion, while customer prepayments covered USD 11.36 billion of that spending.

The company raised its fiscal 2027 non-GAAP EPS outlook to USD 8.10 from USD 8.05, according to Reuters. Oracle also guided for fiscal Q2 revenue growth of 30 percent to 34 percent and cloud revenue growth of 65 percent to 71 percent in USD, per the company release.

Analyst target stays above the quote

MarketBeat reported on September 15, 2026, that 41 research firms carried a Moderate Buy consensus, including 30 Buy ratings, two Strong Buy ratings, eight Holds and one Sell. The average 12-month price target was USD 252.58.

That target lies 77.2 percent above the October 5 price of USD 142.62. The comparison highlights the gap between Oracle's long-term AI growth case and the near-term financing burden created by its data-center expansion.

Oracle lists Oracle AI World for October 25 to 28 in Las Vegas, putting product announcements and capacity plans on the next scheduled calendar for the cloud business.

Oracle stock remains below its yearly high

Oracle stock was trading at USD 142.62 on the NYSE on October 5, 2026, with a market capitalization of USD 410.8 billion and volume of 14,543,327 shares. The price was 55.8 percent below the 52-week high of USD 322.54 and above the 52-week low of USD 114.50.