Oracle — Company · TLDRocket

Signals

5 stories (+0%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

9 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2025 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ORCL · NYSE · last close $143.16 (16 Sep 2026)

+10.2% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

11 Sep Oracle invests in 2 gigawatts of renewable energy projects Funding

-3.7% next day, -3.2% vs S&P 500
19 Aug Rillet raises $100 million Series C funding at $1 billion valuation Funding

-1.2% next day, -0.4% vs S&P 500 · +3.5% over 5 trading days, +3.9% vs S&P 500
18 Aug Anthropic reported a sharp increase in quarterly revenue and reached an annualized revenue run rate of about $65 billion ahead of its planned IPO Other

+0.7% next day, +0.5% vs S&P 500 · +1.4% over 5 trading days, +1.6% vs S&P 500
8 Aug Reports describe OpenAI’s planned multi-year compute capacity commitment tied to Oracle’s Stargate data center buildout starting in 2027 Partnership

+2.7% next day, +2.8% vs S&P 500 · +2.4% over 5 trading days, +2.0% vs S&P 500
20 Jul AMD launches Helios rack-scale AI system and commits $5 billion to Anthropic partnership; NVIDIA releases Vera Rubin platform with Spectrum-6 networking Product launch

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

ORCL · daily closes

$143.16 -53.3% · 12 months 52-week high $329.50 · low $114.50

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +4.77%

Candlestick · last 30 trading days

Read ORCL is down 53.3% over twelve months, trading -56.6% from its 52-week high ($329.50, 22 Sep) — the strongest month was May at +39.9%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

ORCL · quarterly EPS

Next report Tue 8 Dec Q2 FY2027 est EPS 1.93 est revenue $21.7B 2 months from now

Q1 2027 latest

1.92 EPS

est 1.78 +8.1%

Q1 2027

1.92 EPS

est 1.77 +8.2%

Q4 2026

2.03 EPS

est 2.00 +1.4%

Q3 2026

1.79 EPS

est 1.74 +3.1%

The TLDRocket take Q1 2027 · written 10 Sep 2026

Oracle’s latest quarter was another beat: Q1 2027 EPS came in at 1.92 versus 1.78 expected, an 8.1% surprise. That makes four straight quarterly beats, though the pattern is lumpy rather than cleanly accelerating — Q4 2026 was only a 1.4% beat, Q3 3.1%, and Q2 a much fatter 35.2%. The simple read is that Oracle is still clearing the bar, and by enough to matter, but the size of the upside has not settled into a steady rhythm.

That fits the story around the business. Recent coverage has Oracle leaning hard into AI infrastructure through Oracle Cloud Infrastructure, including support for OpenAI models and Codex, and participation in the Stargate datacenter buildout with OpenAI and SoftBank. If you are building big compute capacity, Oracle is trying to be the landlord with the power hookup. The catch is that the coverage also ties Oracle to AI-driven layoffs and restructuring, which usually means management is funding one transition with pain somewhere else.

What is less clear from the data here is how much of this EPS streak comes from durable AI demand versus timing, cost cuts, or the broader cloud business. That uncertainty matters because our coverage also points to a wider AI buildout risk: capital can outrun real demand when scarcity turns into surplus. Oracle’s links to OpenAI are a real advantage if those workloads keep growing, but they also make Oracle more exposed to the health of that ecosystem — and OpenAI’s own recent coverage was not exactly serene.

Read alongside: OpenAI Helios GPT Codex Larry Ellison

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Mike Sicilia Co-CEO
Clay Magouyrk CEO, Oracle
Seema Verma Executive Vice President and General Manager, Oracle Health and Life Sciences
Alexandre Maioral President at Oracle Brazil
Andrew Morawski Executive Vice President, Global Field Operations
Juan R. Loaiza Executive Vice President
Joe Sanfilippo Senior Vice President, Oracle Health and AI
David Feinberg Chairman, Oracle Health And Life Sciences
Gary Miller Executive Vice President, Customer Success Officer
Manfred Weber SVP, Oracle Strategic Initiatives
Jeffrey O. Henley Vice Chairman of the Board
Rona A. Fairhead Board Member

+ 6 more tracked

Recent changes

2 Sep Mahesh Thiagarajan left (was Executive Vice President, Oracle Cloud Infrastructure)
2 Sep Awo Ablo Board Member → Member Board Of Directors
2 Sep Manfred Weber SVP, Oracle Strategic Initiatives Group → SVP, Oracle Strategic Initiatives
2 Sep Gary Miller Customer Success Officer & EVP, Oracle Customer Success Services → Executive Vice President, Customer Success Officer
2 Sep Juan R. Loaiza EVP, Mission-Critical Database Technologies → Executive Vice President
2 Sep Andrew Morawski Executive Vice President and General Manager, Oracle Cloud Applications → Executive Vice President, Global Field Operations