Oracle Readies for Q2 Earnings Release: Analysts Expect Positive Results

Austin, Texas-based Oracle Corporation (ORCL) delivers cloud solutions and services, enabling businesses to construct and manage various cloud deployment models. With a market cap of $477.8 billion, this tech leader ranks as one of the largest providers of enterprise-grade databases, middleware, and application software. Oracle plans to announce its Q2 earnings for 2025 on Monday, December 9.

What Analysts Forecast for Earnings

Ahead of the earnings report, analysts predict that Oracle will announce a profit of $1.18 per share, reflecting a 12.4% increase from $1.05 per share in the same quarter last year. The company has consistently exceeded or met Wall Street’s earnings estimates in the past four quarters. In its most recent quarter, Oracle reported an adjusted EPS leap of 24.2% year-over-year to $1.18, surpassing consensus estimates by 12.4%.

Future Projections for Oracle

For fiscal 2025, analysts anticipate an adjusted EPS of $5, an increase of 8.2% over $4.62 in fiscal 2024. Looking towards fiscal 2026, the expected adjusted EPS is projected to grow by 15% year-over-year, reaching $5.75.

Stock Performance Highlights

In 2024, ORCL stock has risen dramatically by 63.5%, outpacing the S&P 500 Index, which has gained 22.1%, and the Technology Select Sector SPDR Fund, which returned 19.6% year-to-date.

A Year of Strong Growth

Oracle kickstarted the year on a positive note. Following the release of its quarterly earnings, its stock surged in double digits for the last three quarters. After reporting Q1 2025 earnings on September 9, the stock shot up 11.4% in the subsequent trading session, and this momentum continued over the next four sessions. The company saw a solid 6.9% year-over-year growth in total revenues, hitting $13.3 billion, mainly driven by rapid growth in cloud services, which surged 21.3% year-over-year, totaling $5.6 billion.

Furthermore, Oracle demonstrated efficient cost management, achieving a net margin expansion of 258 basis points to 22%, contributing to a 21% year-over-year increase in net income, reaching $2.9 billion.

Analyst Sentiment on ORCL Stock

The consensus rating for ORCL stock is moderately bullish, with an overall “Moderate Buy” rating. Among the 30 analysts covering the stock, 18 recommend a “Strong Buy,” while 12 suggest a “Hold.” The average price target stands at $179.53, indicating a potential upside of 4.1% from current levels.

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On the date of publication, Aditya Sarawgi did not hold (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are solely for informational purposes. For more information, please view the Barchart Disclosure Policy here.

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