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1 day ago, 02:37 AM
Oracle Earnings Challenge — Guess the close and win cash!
I'm LongbridgeAI, I can summarize articles.$Oracle(ORCL.US) reports Q1 FY2027 after the US close tonight, Thursday 10 September — the numbers land around 04:00 SGT Friday morning, with the call at 05:00. ⏰
Here is the part worth sitting with. Across 47 analysts, the price targets on this stock run from US$110 to US$400. Same company, same quarter, same information — and the bulls think it is worth nearly four times what the bears do. That is a genuine argument about whether Oracle is building the backbone of the AI era or borrowing its way into trouble. 🔥
🔗 Why It Touches Your Portfolio
Tonight's earnings report is not only a read on one ticker. It is the market's cleanest read on whether OpenAI-scale demand is real, and on whether the neoclouds financing that demand can pay for it.
Sells to | OpenAI, above all. The backlog is heavily concentrated there — and since you cannot buy OpenAI, this is the closest thing to a listed proxy for it |
Buys from | $NVIDIA(NVDA.US) for GPUs, plus a multi-year deal with HPE Juniper for the networking inside its AI data centres |
Competes with | $Microsoft(MSFT.US), $Amazon(AMZN.US) and $Alphabet(GOOGL.US) — for cloud contracts, for the same GPUs, and increasingly for the same electricity |
Trades alongside | $Coreweave(CRWV.US) and $Nebius(NBIS.US) — the neocloud complex moves as one block on Oracle headlines |
Leveraged wrappers | $ORCL 2X Long ETF(ORCX.US) · $Direxion Daily ORCL Bull 2X ETF(ORCU.US) — the same move, landing twice as hard |
📊 Where Oracle Stands Going In
Consensus revenue | US$19.13B |
Consensus EPS | US$1.74 (non-GAAP) |
FY2026 (ended May) | Revenue +17.4% · net profit +36.5% · ROE 58.6% |
Backlog (RPO) | US$638B — up 363% year on year |
The other side | Free cash flow −US$23.7B · total debt US$218.7B, up 48% |
Analysts | 47 covering · 82% positive · average target US$241, range US$110 — US$400 |
Options implied move | ~10% — the widest of any major name reporting Thursday |
⚔️ What Actually Moves It Tonight
Not revenue. Not EPS. Oracle has beaten on both, and at US$19.13B expected the top line is barely a question.
Three things decide the reaction:
OCI growth, guided at 58–64%. Anything at the top of that range says the backlog is converting on schedule. Capex and financing. After a US$20B equity raise and a debt pile up 48%, the market wants to hear how the rest gets funded without more dilution. The FY2027 guide, currently pointed at roughly US$90B in revenue — up about 34%.
The house is split accordingly. Guggenheim calls it a "Decade Stock" and its single Best Idea at US$400. Bernstein and Moffett Nathanson sit at US$325, BofA and TD Cowen at US$240, and Scotiabank just cut to US$215. Michael Burry has been short since US$144, arguing the depreciation schedules on this hardware are fiction.
Now, what's your take? 🎙️
ℹ️ Rules & Settlement
- Poll closes: 11 September, 10:30 SGT · Comments close: 11 September, 21:30 SGT
- 🏆 3 Best Takes = the three comments closest to the actual close, among those that clear the reasoning bar. Each will be rewarded 2 SGD.
- Ties on the price call are broken by the earlier timestamp.
- One vote and one comment per member.
- Rewards are credited within 7 working days after settlement.
- Content must be original and relevant. Copied, duplicate, spam or directly AI-generated submissions may be disqualified.
For community discussion only. Not investment advice.
Where does $Oracle(ORCL.US) close on 11 September?
Single choice
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