Oracle projects $1.96 EPS and $19.1 B revenue for FY2026 Q4

Analysts expect Oracle Corporation to report fiscal fourth‑quarter 2026 earnings of $1.96 per share on revenue of about $19.1 billion, according to a consensus of 34 forecasts. The estimates reflect steady sentiment on the company's cloud infrastructure and database offerings as the quarter ends.

A MarketBeat rating poll shows a consensus recommendation of “Moderate Buy,” with 30 brokerages issuing buy ratings, nine holding, three strong‑buy and one sell. Price targets range from $200 to $330, highlighted by recent upgrades from Citigroup and JPMorgan and a downgrade from Barclays. Insider activity includes an EVP selling roughly 15,000 shares for $2.64 million, reducing personal holdings by over 80%. Institutional investors collectively own about 42 % of Oracle’s stock.

The outlook follows noted demand for Oracle’s cloud and AI workloads, a large backlog, and ongoing migration of legacy software to subscription models. Investors will watch guidance on cloud infrastructure bookings and margin trends for FY2027.