Overview

• Oracle reports after Tuesday’s close, with consensus calling for roughly 13% revenue growth and about 56% year-over-year expansion in cloud infrastructure.
• The company in June forecast a sharp step-up for fiscal 2026 with cloud growth near 40% led by roughly 70% growth in Oracle Cloud Infrastructure.
• Shares have climbed more than 40% in 2025, adding over $200 billion in market value, and are up more than 300% since 2020.
• Deutsche Bank and TD Cowen reiterated Buy ratings ahead of the print, citing strong large-customer demand for OCI, rising multi-cloud deployments, and ongoing Fusion migrations.
• Wall Street models earnings of $1.48 per share on $15.01 billion in revenue, with a $1.50 whisper, as investors watch RPO, capex, and leverage for confirmation of the growth narrative.