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U.S.-listed market research with live data and structured thesis notes.

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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ORCL Cloud, Data & AI Software

Oracle

AI cloud infrastructure and databases

Detail page

Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters.

Price $184.13
1D change +0.02%
Market cap $529.57B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ORCL
Price $184.13
1D Change +0.02%
Market Cap $529.57B
Enterprise Value $654.22B
Trailing P/E 31.5
Forward P/E 16.9
Price / Sales 7.9
EV / Revenue 9.7
Revenue Growth 20.6%
Earnings Growth 21.9%
Gross Margin 65.8%
Operating Margin 36.3%
Net Margin 25.4%
ROE 53.4%
Free Cash Flow $-20.34B
FCF Margin -30.2%
Debt / Equity 3.63x
Current Ratio 1.11x
Dividend Yield 109.00%
Next Earnings Sep 09, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

ORCL thesis lens

AI cloud infrastructure and databases

Why it could benefit

  • Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters.
  • Database and enterprise application customers create a natural path for AI agents and automation.
  • Sovereign and regulated workloads can prefer Oracle's enterprise footprint.

Moat / edge

  • Deep enterprise database installed base.
  • Growing cloud infrastructure backlog.
  • Strong relationships with regulated industries and governments.

What to watch

  • OCI revenue growth and remaining performance obligations.
  • Capex intensity versus cloud gross margin.
  • AI infrastructure customer concentration.

Key risks

  • Cloud buildout requires heavy capital spending.
  • Competition from AWS, Azure, and Google Cloud remains intense.