What To Expect From Oracle’s Earnings After Market Close?

Oracle's stock price (NYSE: ORCL) has gained 8% in the lead up to today's after market earnings report, and with the stock fast closing in on 52 week highs today (+0.99%), we take a look at what markets are expecting.

Oracle Corporation is expected by analysts to deliver a strong quarter, with earnings estimated at $1.33 per share on an adjusted basis. This would mark an 11% increase year-over-year and set a positive tone for Oracle's fiscal performance.

The consensus revenue estimate for the quarter stands at $13.24 billion, demonstrating the market's faith in Oracle's consistent revenue generation. This anticipated performance comes on the back of the company's previous quarter earnings of $1.63 per share, excluding special items. While down compared to $1.67 per share in the corresponding quarter of the previous year, the figures suggest Oracle is navigating an evolving market landscape effectively.

Oracle's net income for the fourth quarter was reported to be $3.14 billion or $1.11 per share. In comparison, the figure was down from $3.32 billion or $1.19 per share in the same period in 2024. Investors will be keen to see how the company's strategies and product developments have impacted earnings and to what extent market challenges have been mitigated.

Despite missing the consensus marks on EPS and revenue in the previous quarter, the bulls have continued to support ORCL, with the stock gaining 15% over the past 3 months, and an impressive 37% on a YTD basis.

Analysts' high target price of $175 against the low of $105 gives an indication of the split between the bulls and bears. Today's report will likely have a significant impact on the future path of Oracle's stock, but either way, the order book is looking solid.

For investors and market watchers, the Oracle earnings call today will be scrutinized for signals not just of the company's strength, but also for broader tech industry insights during these economically dynamic times.