Overview
- Oracle will release fiscal Q4 2026 results after the market close on Wednesday, June 10, and analysts expect roughly $19.1 billion in revenue and $1.96 in EPS.
- The company disclosed $553 billion in remaining performance obligations in Q3, a 325% year-over-year rise that analysts read as large potential AI-cloud demand.
- Cloud infrastructure revenue grew 84% in the last quarter and management raised fiscal 2027 revenue guidance to $90 billion, signaling rapid enterprise demand for large-scale AI computing.
- Wall Street is broadly bullish with 28 Buys versus 5 Holds and an average price target in the high $200s, driving a recent two-month rally that has been followed by short-term volatility.
- Investors will watch conversion timing and capital efficiency because Oracle committed about $50 billion of fiscal 2026 capex and must show that contracted orders turn into revenue without lasting margin erosion.