Oracle Corporation Q3FY26 (ORCL) – Oracle sees surge in AI demand

Highlights of the report

Oracle Corporation Q3FY26 -Oracle is undergoing a structural transformation driven by AI infrastructure demand, a differentiated multi cloud strategy, AI enabled SaaS expansion and a capital efficient scaling model.

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Company overview

Oracle Corporation offers products and services that address enterprise information technology environments worldwide.

Quarterly Performance

Oracle Corporation reported a strong Q3 FY2026 with total revenue increasing 22% YoY to $17.2bn, driven by cloud growth of 44% YoY to $8.9bn.

Stock Performance

The stock for Oracle Corporation (ORCL) has moved between a 52-week high of $345.72 and a low of $134.57. As of late April 2026, the stock price has inclined by approximately 24.7% in the past 1-year, though it has declined by approximately 15.2% year-to-date.

Table of Content

Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Previous Quarter report

https://www.crispidea.com/report/oracle-corporation-q2fy26/


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Report details

Oracle Corporation Q3FY26 (ORCL) – Oracle sees surge in AI demand

Price

$240.00

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