ORCL
ORACLE CORPEvidence as of 2026-09-07The desk's Snapshot
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Overview · ORACLE CORP
Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud huma…
Management team
- Mr. Douglas A. Kehring · Executive VP & Head of operationsFind on LinkedIn
- Ms. Joyce Westerdahl · Executive Vice President of Human ResourcesFind on LinkedIn
- Mr. Edward Screven · Executive VP & Chief Corporate ArchitectFind on LinkedIn
- Mr. Stuart A. Levey · Executive VP & Chief Legal OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance reads Mixed ( -0.3 of a possible +2; was -0.3 before debate) with confidence high. Management’s SEC filing dated 2026-06-22 shows the company’s cloud and software business made up 87% of total revenues in FY 2026 ( fiscal quarter ended 2026-06-12 ) and 86% in FY 2025 ( fiscal quarter ended 2025-06-13 ), and cloud revenues were 51% of total revenues in FY 2026 versus 43% in FY 2025. Market metrics are noisy: beta versus SPY is 2.09 with correlation 0.39, volatility sits in the 78th percentile (30‑day annualized +55.2%, 90‑day +62.7%), and three‑year drawdown is −64.7% with a current drawdown of −51.3%.
Valuation and ownership facts survived the review: at price 158.78 the model implies a required FCF growth rate of 19.69% under the stated assumptions, trailing P/FCF is 30.63 on TTM FCF of $ 15,097,000,000 and trailing P/E is 29.4 on EPS (TTM) of 5.4. Institutional 13F‑reported holdings totaled $ 199.20B as of 2026-03-31, down 24.6% quarter‑over‑quarter, and large holders include BlackRock ($ 21.09B), Vanguard ($ 16.35B) and State Street ($ 11.22B).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Nothing in this slice of the evidence rose to a claim: a quiet read, which itself is information.
Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The company states in Management's Discussion and Analysis filed 2026-06-22 that its cloud and software business represented 87% of total revenues in fiscal 2026 and 86% of total revenues in fiscal 2025.
10-K filed 2026-06-22Management states in the same filing (filed 2026-06-22) that cloud revenues represented 51% of total revenues in fiscal 2026 and 43% of total revenues in fiscal 2025.
10-K filed 2026-06-22Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-04, Oracle's beta vs SPY is 2.09 and its correlation vs SPY is 0.39, indicating higher sensitivity to market moves but low contemporaneous correlation with SPY.
Moneyta signal set · 2026-09-04Short- to medium-term momentum is mixed as of 2026-09-04: 3-month momentum is -25.4%, 6-month momentum is +4.2%, and 12_1 momentum is -43.4%, with the 12_1 momentum ranked in the 5th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-04weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings totaled $199.20B as of 2026-03-31 and the reported aggregate value changed -24.6% quarter-over-quarter.
13F holdings · 3462 filers · as of 2026-03-31BlackRock, Inc. reported $21.09B, VANGUARD CAPITAL MANAGEMENT LLC reported $16.35B, and STATE STREET CORP reported $11.22B in 13F-reported holdings as of 2026-03-31.
13F holdings · 3462 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple headlines on 2026-09-07 focus on Oracle's upcoming earnings report (Oracle reports Q1 earnings Sept 10, with options pricing an 11.2% expected move and Street revenue forecasts noted).
News · blockonomi.com · 2026-09-07Some coverage places Oracle earnings in a broader market context alongside macro events such as upcoming CPI data and other major company events (coverage framed as 'Markets Brace for CPI Data, Oracle (ORCL) Earnings, and Apple Product Launch').
News · blockonomi.com · 2026-09-07Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Jeffrey Henley (Vice Chairman) reported multiple transactions on 24 June 2026 that together show large dispositions and related transactions totalling the bulk of the $66.3M in reported insider sales in the 180-day window, with an aggregate share movement of several hundred thousand shares; the filing also states these trades were made pursuant to a 10b5-1 plan.
Form 4 · HENLEY JEFFREY (Vice Chairman) · $16.4M code M · 2026-06-24The filing dated 24 June 2026 for Jeffrey Henley includes a reported acquisition entry (action code M) of 400,000 shares with a reported value of "$16.4M" that is labeled on the filing as made under a 10b5-1 plan.
Form 4 · HENLEY JEFFREY (Vice Chairman) · $16.4M code M · 2026-06-24Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
At the price 158.78 on 2026-09-04, the model finds an implied free cash flow (FCF) growth rate of 19.69% (0.1969) required to justify the price under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (TTM) is 30.63, which means the market price is about 30.6 times trailing twelve‑month FCF of 15,097,000,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-filed metrics point to a fundamentally favorable operating mix: cloud and software made up 87% of revenues in fiscal 2026 with cloud alone at 51% (filings-0, filings-1), and management explicitly attributes ongoing revenue increases to expected cloud growth and continued software demand (filings-2). Balance-sheet and ownership signals align with that constructive read — material cash with no reported debt (valuation-3) and large institutional stakes from BlackRock, Vanguard and State Street (ownership-1), plus ETF inclusion (ownership-3) that supports broad investor exposure. Market- and news-derived concerns (momentum, volatility, drawdown, insider dispositions) can be contextualized: shorter-term momentum is mixed with a positive 6-month reading (market-1), elevated volatility may reflect repricing around near-term events rather than a change in revenue composition (market-2, news-0), and the large insider transactions include 10b5-1 activity and reported acquisitions in the same filings (insider-0, insider-1). Taken together, the filings and corporate cash position constitute the strongest evidence for a favorable operational profile, while the bear points relying on market noise and valuation multiples rest on transient or interpretation-sensitive signals.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
32 surviving claims rest on 17 distinct sources; the heaviest analyst carries 19% of them, and 95% of what the desk raised survived the debate.
The surviving read rests on a moderate breadth of sources (17) but a single analyst contributes a sizable share of the surviving claims; that concentration makes the read more sensitive to that analyst's inputs or errors. The high survival rate from the desk debate (95%) implies few internal challenges — useful for coherence but it raises the chance that systematic biases carried through the review were not fully stressed.
Peer context · computed, not argued
12-1 momentum ranks 18th of 21 in Software—Infrastructure (as of 2026-09-04).
90-day volatility ranks 13th of 21 in Software—Infrastructure (as of 2026-09-04).
dividend yield ranks 2nd of 19 in Software—Infrastructure (as of 2026-09-04).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
13 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercercontext only
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.6 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
7 filings· 1 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.5 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on ORCL Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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