{"data":{"ticker":"ORCL","slug":"oracle","name":"Oracle","exchange":"NYSE","sector":"Technology","headquarters":"Austin, Texas","ceo":"Michael D. Sicilia","employees":141000,"website":"https://www.oracle.com","founded":"1977","layers":[{"slug":"cloud-infrastructure","name":"Cloud & Hyperscalers"},{"slug":"ai-saas","name":"AI Applications"}],"exposure":{"score":70,"tier":"Core","rationale":"Rents GPU capacity and cloud infrastructure through OCI to AI labs and enterprises, layered on top of its database and application franchises. AI training deals now drive its cloud backlog and the thesis, though legacy software still produces most revenue."},"quote":{"price":116.1,"change24hPct":0.82,"change7dPct":-11.15,"change30dPct":-14.12,"change1yPct":-50.83,"high52w":246.38,"low52w":114.57,"marketCap":361965912064,"peRatio":18.2,"eps":6.38,"volume24h":5505005378},"nextEarningsDate":"2026-12-14","summary":"Oracle is one of the world's largest enterprise software companies, built on its database and business applications franchises. Its newest act is Oracle Cloud Infrastructure, which it is expanding rapidly with GPU clusters for AI customers.","explainer":["Oracle is one of the world's largest enterprise software companies, built on its database and business applications franchises. Its newest act is Oracle Cloud Infrastructure, which it is expanding rapidly with GPU clusters for AI customers.","The AI lineup spans infrastructure and applications. OCI AI Services rent GPU capacity and AI tooling to labs and enterprises, MySQL HeatWave ML builds machine learning into its database, Oracle AI Apps add intelligence to its business software, and the Oracle Digital Assistant handles conversational tasks.","Founded in 1977 and headquartered in Austin, Texas, Oracle trades on the NYSE and employs about 141,000 people under CEO Michael D. Sicilia."],"buildoutRole":"Oracle sits in the Cloud & Hyperscalers and AI Applications layers, and its buildout role is bigger than its history suggests. OCI rents GPU capacity to AI labs and enterprises, and AI training deals now drive its cloud backlog and the investment thesis. That new infrastructure business is layered on top of database and application franchises that still produce most revenue. Supercycle scores it 70 out of 100.","faq":[{"q":"What does Oracle do?","a":"Oracle sells databases, business applications, and cloud infrastructure. Its OCI cloud rents GPU capacity to AI labs and enterprises alongside its long-standing software franchises."},{"q":"How is Oracle exposed to AI?","a":"Substantially. AI training deals on OCI now drive its cloud backlog and the thesis, though legacy software still produces most revenue. Supercycle scores it 70 out of 100."},{"q":"What are Oracle's main AI products?","a":"OCI AI Services for GPU capacity and AI tooling, MySQL HeatWave ML in its database, Oracle AI Apps in its business software, and the Oracle Digital Assistant."},{"q":"Where is Oracle headquartered and who leads it?","a":"Oracle is headquartered in Austin, Texas, was founded in 1977, and is led by CEO Michael D. Sicilia. It employs about 141,000 people and trades on the NYSE."},{"q":"Is ORCL a pure play AI stock?","a":"No. Oracle is an enterprise software giant whose AI cloud business now leads the thesis. Its score of 70 out of 100 reflects heavy but not exclusive AI exposure."}],"history1y":[{"date":"2026-09-28","close":132.11},{"date":"2026-09-29","close":137.28},{"date":"2026-09-30","close":136.79},{"date":"2026-10-01","close":137.56},{"date":"2026-10-02","close":141.78},{"date":"2026-10-05","close":141.95},{"date":"2026-10-06","close":144.24},{"date":"2026-10-07","close":143.03},{"date":"2026-10-08","close":135.19},{"date":"2026-10-09","close":141.4},{"date":"2026-10-12","close":137.39},{"date":"2026-10-13","close":143.2},{"date":"2026-10-14","close":130.55},{"date":"2026-10-15","close":134.47},{"date":"2026-10-16","close":128.23},{"date":"2026-10-19","close":129.59},{"date":"2026-10-20","close":131.14},{"date":"2026-10-21","close":129.13},{"date":"2026-10-22","close":125.54},{"date":"2026-10-23","close":126.16},{"date":"2026-10-26","close":126.06},{"date":"2026-10-27","close":130.53},{"date":"2026-10-28","close":144.54},{"date":"2026-10-29","close":139.56},{"date":"2026-10-30","close":130.67},{"date":"2026-11-02","close":119.22},{"date":"2026-11-03","close":126.19},{"date":"2026-11-04","close":123.73},{"date":"2026-11-05","close":115.16},{"date":"2026-11-06","close":116.1}],"incomeStatements":[{"ticker":"ORCL","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","revenue":67357000000,"cost_of_revenue":23021000000,"gross_profit":44336000000,"operating_expense":0,"operating_income":22444000000,"net_income":17087000000,"earnings_per_share":5.83,"earnings_per_share_diluted":5.83,"research_and_development":10272000000,"selling_general_and_administrative_expenses":9949000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ORCL","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":57399000000,"cost_of_revenue":16927000000,"gross_profit":40472000000,"operating_expense":0,"operating_income":18052000000,"net_income":12443000000,"earnings_per_share":4.34,"earnings_per_share_diluted":4.34,"research_and_development":9860000000,"selling_general_and_administrative_expenses":10253000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ORCL","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":52961000000,"cost_of_revenue":15143000000,"gross_profit":37818000000,"operating_expense":0,"operating_income":16071000000,"net_income":10467000000,"earnings_per_share":3.71,"earnings_per_share_diluted":3.71,"research_and_development":8915000000,"selling_general_and_administrative_expenses":9822000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ORCL","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":49954000000,"cost_of_revenue":13564000000,"gross_profit":36390000000,"operating_expense":0,"operating_income":13773000000,"net_income":8503000000,"earnings_per_share":3.07,"earnings_per_share_diluted":3.07,"research_and_development":8623000000,"selling_general_and_administrative_expenses":10412000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"ORCL","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","total_assets":261759000000,"current_assets":46567000000,"cash_and_equivalents":31289000000,"total_liabilities":218703000000,"current_liabilities":41764000000,"total_debt":156189000000,"shareholders_equity":42508000000,"retained_earnings":-4309000000},{"ticker":"ORCL","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":168361000000,"current_assets":24579000000,"cash_and_equivalents":10786000000,"total_liabilities":147392000000,"current_liabilities":32643000000,"total_debt":104104000000,"shareholders_equity":20451000000,"retained_earnings":-15481000000},{"ticker":"ORCL","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":140976000000,"current_assets":22554000000,"cash_and_equivalents":10454000000,"total_liabilities":131737000000,"current_liabilities":31544000000,"total_debt":93124000000,"shareholders_equity":8704000000,"retained_earnings":-22628000000},{"ticker":"ORCL","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":134384000000,"current_assets":21004000000,"cash_and_equivalents":9765000000,"total_liabilities":132828000000,"current_liabilities":23090000000,"total_debt":90481000000,"shareholders_equity":1073000000,"retained_earnings":-27620000000}],"holders13f":[{"slug":"ray-dalio","personName":"Ray 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2026","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/oracles-annual-meeting-stockholders-held-210500675.html?.tsrc=rss","date":"2026-11-06"},{"title":"Ezra Klein Floats “the End of Oracle” as OpenAI Weighs Smaller Data Center Plans","source":null,"url":"https://www.tikr.com/blog/ezra-klein-floats-the-end-of-oracle-as-openai-weighs-smaller-data-center-plans?ref=yahoofinance&tlnk=yf-261106-r35wmmf4&.tsrc=rss","date":"2026-11-06"},{"title":"Oracle Faces Major Wall Street Test After AI Selloff","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/oracle-faces-major-wall-street-191405948.html?.tsrc=rss","date":"2026-11-06"},{"title":"Microsoft Won’t Renew Deal for Renting AI Cloud Capacity From Oracle: Report","source":null,"url":"https://finance.yahoo.com/m/849b9d67-855b-33a5-a248-d82e08cf61e6/microsoft-won%E2%80%99t-renew-deal.html?.tsrc=rss","date":"2026-11-06"},{"title":"Update: Market Chatter: Microsoft to Conclude Deal With Oracle for Renting AI Compute","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/market-chatter-microsoft-conclude-deal-184625120.html?.tsrc=rss","date":"2026-11-06"},{"title":"Oracle falls 4% as Microsoft reportedly winds down AI cloud capacity deal","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/oracle-falls-4-microsoft-reportedly-181718577.html?.tsrc=rss","date":"2026-11-06"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.400Z","tier":"free","source":"https://supercyclehq.com/stock/oracle","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/ORCL","html":"https://supercyclehq.com/stock/oracle","md":"https://supercyclehq.com/stock/oracle.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}