JUMP REPORT
| Avg Daily Volume: 11,087,440 Market Cap: 182.02B Sector: Technology Short Interest: 1.82 |
EARNINGS EXPECTATIONS:
THIS QTR: EPS: 1.07/share REV: 10,950/M
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LAST QTR: EPS: .84/share ACTUAL: .87/share (BEAT)
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NEXT QTR: EPS: .80/share REV: 9,390/M
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FULL YR: EPS: 3.44/share REV: 39,320/M
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*These are the base metrics we will be watching against the actual release numbers
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BEAT/MISS HISTORY: 50% OF THE TIME THEY BEAT ESTIMATES
PRIOR ‘JUMP ZONE’ MOVES (LAST 3 QTRS %) -3.86, 5.7, -3.7
POTENTIAL JUMP MOVE: 7-8%
Links To Latest News and Headlines
Citi raised the firm’s price target on Oracle (ORCL) to $186 from $160 and keeps a Neutral rating on the shares. Heading into Oracle’s fiscal Q4 print, the firm has increased confidence in company fundamentals but sees risk to near-term earnings estimates. Citi’s quarterly reseller survey showed improvement in quota achievement, offset by weaker growth, the analyst tells investors in a research note. The firm would look to get more constructive on the shares on greater conviction around the pace
PLTR surges 69% YTD as AIP adoption explodes, but its sky-high valuation leaves little room for error near term.
Oracle is scheduled to report fiscal fourth-quarter earnings after the closing bell Wednesday, with analysts watching for Oracle Cloud Infrastructure growth fueled by demand for AI.
With shares of the database software giant already trending up in recent weeks, Oracle stock analysts with Barclays are projecting a “comeback quarter.” After a rough start to the year, Oracle stock has rallied more than 45% from a 2025 low-point reached on April 11. “Microsoft and CoreWeave earnings showed that AI data center capacity constraints are easing, which could also help Oracle to start turning its huge RPO (remaining performance obligations) backlog into revenue,” Barclays analyst Raimo Lenschow wrote in a recent client note.
Zacks spotlights ORCL, NVO, LIN, NVEC and CPSH for their strategic growth plays, from AI cloud to medtech sensing and advanced materials.
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