Overview

• Oracle said it expects booked revenue to exceed $0.5 trillion, pointing to accelerating bookings and remaining performance obligations.
• The company raised guidance to at least 16% revenue growth for fiscal 2026, driven by cloud growth running in excess of 40%.
• Citi’s Tyler Radke lifted his FY28 revenue and EPS estimates by 25% to 30% and said consolidated revenue growth could approach 50% in a few years.
• Radke contends the stock is not stretched, citing a mid‑30s earnings multiple on his FY28 model despite the post‑earnings surge.
• Analysts are watching next month’s AI World event in Las Vegas for potential updates on contracts and margins, while fund managers highlight Oracle’s durable database and SaaS moat and high client retention.