Oracle (ORCL) Rallies 8% on Q4 Beat, Cloud Outlook Tops 70% Growth for FY26
Oracle (ORCL, Financials) shares jumped 8% in after-hours trading Wednesday after the company topped Wall Street's fiscal Q4 expectations and issued robust guidance for accelerated cloud growth.
Warning! GuruFocus has detected 8 Warning Signs with ORCL.
For the quarter ended May 31, Oracle posted adjusted earnings of $1.70 per share, beating the $1.64 consensus. Revenue rose 11% year over year to $15.9 billion, above the expected $15.59 billion. Net income increased to $3.43 billion from $3.14 billion a year earlier.
Catz guided for 12%14% top-line growth in Q1, with adjusted EPS between $1.46 and $1.50both in line with LSEG forecasts.
Catz said Oracle's cloud infrastructure revenue will grow over 70% in fiscal 2026, up from 50% in fiscal 2025. She also forecast more than $67 billion in total revenue for FY26, above the $65.2 billion analyst consensus. Looking further ahead, she said Oracle could exceed its previous $104 billion projection for FY29.
Cloud services and license support revenue reached $11.7 billion in Q4, ahead of StreetAccount's $11.59 billion estimate. License revenue from both cloud and on-premises totaled $2.01 billion, also above expectations.
Oracle highlighted several strategic wins during the quarter, including a cloud and AI health-care partnership with Cleveland Clinic and UAE-based G42, new deals with IBM, and infrastructure migration by Chinese retailer Temu.
Capex surged past $21 billion in FY25 and is projected to exceed $25 billion in FY26. Larry Ellison said customer demand is so high that Oracle received a bulk order for all available cloud capacity.
We never got an order like that before, Ellison said. The demand right now seems almost insatiable.
This article first appeared on GuruFocus.
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