--- title: "Oracle Earnings Challenge — Guess the close and win cash!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000892905.md" description: "$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. A..." datetime: "2026-09-10T02:37:25.000Z" locales: - [en](https://longbridge.com/en/topics/100000000892905.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000892905.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000892905.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # Oracle Earnings Challenge — Guess the close and win cash! $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.* ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md) ## Comments (346) - **NewUser_8vY0k · 2026-09-11T13:30:24.000Z**: let's go!! - **NewUser_tO48gYc · 2026-09-11T13:28:01.000Z**: 🔥 - **新用戶_POEYmH · 2026-09-11T13:23:22.000Z**: Gained over 8% - **dingdongbell · 2026-09-11T13:09:22.000Z**: 📍 My Call: US$162.50💬 Why: Oracle’s earnings reset expectations higher, especially with accelerating cloud infrastructure demand and a massive contracted backlog. With CPI failing to trigger a major risk-off reaction, I expect buyers to defend the earnings gap, although some intraday profit-taking c - **Heroic Lifesaver · 2026-09-11T13:08:04.000Z**: 📍 My Call: US$162.80💬 Why: Oracle’s strong earnings, 121% OCI growth and record $664B backlog support the post-earnings gap. CPI was broadly in line and Nasdaq futures remain positive, so I expect ORCL to retain most of its gains, with some profit-taking limiting the upside. - **trade carefully · 2026-09-11T12:57:50.000Z**: Oracle, my long term investment stock - **新用戶_POEYmH · 2026-09-11T12:43:21.000Z**: Oracle stock still has room to rise - **Rock · 2026-09-11T12:32:55.000Z**: Still mainly waiting and seeing. - **TheCollector · 2026-09-11T12:15:00.000Z**: My call: US$ 168why: tbh this is not a stock I'm following closely. Pre-market seems to react positively on earnings, reversing fall from yesterday. My thought is that the optimism carries into market opening. - **Cat · 2026-09-11T12:08:04.000Z**: King - **Simon Sin · 2026-09-11T11:38:36.000Z**: oracle has always been a winner - **KaiSiang · 2026-09-11T11:10:50.000Z**: This is amazing - **KRISWONG · 2026-09-11T11:08:04.000Z**: Nice - **Pardha · 2026-09-11T11:03:30.000Z**: Oracle has so much potential - **shenigami88 · 2026-09-11T10:53:40.000Z**: Oracle reported a blowout fiscal Q1 2026 earnings beat driven by a massive surge in AI-fueled cloud demand, sending its stock up over 8% in after-hours trading.The tech giant posted total revenue of $13.31 billion (v. $13.23 billion expected) [1, 2] and adjusted earnings per share of $1.39 (v. $1.32 - **yeeeeee · 2026-09-11T10:53:03.000Z**: 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. - **lyx · 2026-09-11T10:51:54.000Z**: very attractive and good. keep it up.we have more coming. - **NewUser_j9hVRU · 2026-09-11T10:44:15.000Z**: decent performance, only issue is the macro environment.safe bet for the long term.looking for a sweet entry price. - **Aisha · 2026-09-11T09:54:02.000Z**: Great - **Niam · 2026-09-11T09:32:23.000Z**: Valuation is great, time to load up on AI. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**