Oracle — Company · TLDRocket

Signals

11 stories (+57%)

Media momentum

As of 2 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

11 sources

Source diversity

As of 2 Nov 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 2 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 2 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2025 → Oct 2026

Coverage span

As of 2 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ORCL · NYSE · last close $130.67 (30 Oct 2026)

-11.1% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

28 Oct Partnership: Oracle & Google Partnership

-3.5% next day, -3.1% vs S&P 500
27 Oct Partnership: OpenAI & Oracle Partnership

+10.7% next day, +10.4% vs S&P 500
27 Oct Partnership: Cerebras Systems & Oracle Partnership

+10.7% next day, +10.4% vs S&P 500
27 Oct Partnership: Google & Oracle Partnership

+10.7% next day, +10.4% vs S&P 500
27 Oct Partnership: OpenAI & Oracle Partnership

+10.7% next day, +10.4% vs S&P 500

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

$130.67 -49.1% · 12 months 52-week high $269.76 · low $114.50

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read ORCL is down 49.1% over twelve months, trading -51.6% from its 52-week high ($269.76, 30 Oct) — 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 It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.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 $21.8B 1 month 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 Codex GPT Stargate Stargate

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 records

updated 2 Oct 2026

Observed in public listings; this is not a verified current management roster.

Mike Sicilia Co-CEO
Clay Magouyrk LinkedIn CEO, Oracle
Gary Miller Executive Vice President, Customer Success Officer
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
Manfred Weber SVP, Oracle Strategic Initiatives
Jeffrey O. Henley Vice Chairman of the Board
Rona A. Fairhead Board Member

+ 6 more tracked

View 12-month management history

Recent source observations

2 Sep Unverified observation Mahesh Thiagarajan Not found in a partial source snapshot (previously listed as Executive Vice President, Oracle Cloud Infrastructure); departure unconfirmed.
2 Sep Unverified observation Awo Ablo Source title changed: Board Member → Member Board Of Directors; role change unconfirmed.
2 Sep Unverified observation Manfred Weber Source title changed: SVP, Oracle Strategic Initiatives Group → SVP, Oracle Strategic Initiatives; role change unconfirmed.
2 Sep Unverified observation Gary Miller Source title changed: Customer Success Officer & EVP, Oracle Customer Success Services → Executive Vice President, Customer Success Officer; role change unconfirmed.
2 Sep Unverified observation Juan R. Loaiza Source title changed: EVP, Mission-Critical Database Technologies → Executive Vice President; role change unconfirmed.
2 Sep Unverified observation Andrew Morawski Source title changed: Executive Vice President and General Manager, Oracle Cloud Applications → Executive Vice President, Global Field Operations; role change unconfirmed.

Latest developments

Partnership: Oracle & OpenAI oracle.com · 4 days ago · 0 Partnership: Oracle & Google oracle.com · 4 days ago · 0 Partnership: Oracle & Google SiliconANGLE · 5 days ago · 0 Partnership: OpenAI & Oracle OpenAI · 5 days ago · 0 Conference announcement: Oracle & theCUBE Research SiliconANGLE · 1 week ago · 0 Research publication: AWS & Oracle Tech.eu · 2 weeks ago · 0 Policy change: IBM & OpenAI SiliconANGLE · 2 weeks ago · 3 Market development: Oracle Trending Topics · 3 weeks ago · 0

Timeline

Month Quarter Year

Relationships

Partnerships

OpenAI partnered with this company · 3 sources
Partnered with OpenAI · 2 sources
Partnered with Stargate · 1 source

Products & technology

Integrated with Codex · 2 sources
Deploys Helios · 1 source
Integrated with GPT · 1 source
Integrated with Stargate · 1 source
Deploys agentic AI accelerator · 1 source
Deploys Project Jupiter · 1 source
Supplies Stargate · 1 source

Investment & ownership

Owns Oracle Cloud Infrastructure · 1 source
Invests in 2 gigawatts of renewable energy projects · 1 source