Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

Oracle is a provider of databases, business software, and cloud infrastructure services. Click here to read this latest analysis of ORCL stock.

Oracle (ORCL) reports Q1 fiscal 2027 earnings Thursday. Stock down 17% in 2026 despite $638B backlog. Can results at $19.14B revenue spark recovery?

Oracle stock has fallen more than 23% in 2026, while the technology-heavy Nasdaq has gained more than 13%. Oracle reported $28.5 billion in first-quarter capital expenditures, up sharply from $8.5 billion a year earlier.

Oracle (ORCL) stock faces a key earnings test Thursday with Wall Street eyeing $19.14B revenue, a $638B backlog, and a five-quarter streak of negative free cash flow.

Larry Ellison canceled plans to sell $7.5B in Oracle (ORCL) stock as Barclays lifts price target to $252. Stock trades at $154 after record Q1 results.

Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter’s revenue to be around $21.

Oracle adds $700M to its restructuring plan, raising total costs to $2.8B amid layoffs and AI infrastructure spending—get the latest ORCL stock news