By Zacks Equity Research
Publication Date: 2026-04-09 15:30:00
It’s been about a month since the last earnings report for Oracle (ORCL). Shares have lost about 11.9% in that time frame, underperforming the S&P 500.
But investors need to ask themselves: Will the recent negative trend continue leading up to its next earnings release, or is Oracle due for a breakout? Before we dive into how investors and analysts have reacted lately, let’s take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.
Oracle reported third-quarter fiscal 2026 non-GAAP earnings of $1.79 per share, beating the Zacks Consensus Estimate by 5.29% and increasing 21% year-over-year in dollar terms and 21% in constant currency terms.
Revenue beat consensus by 1.77% and rose 22% in USD and 18% in cc to $17.2 billion year-over-year, driven by explosive growth in cloud infrastructure as Oracle continues to establish itself as a preferred destination for AI workloads. This is the first quarter in…
