<div id="readability-page-1">Oracle (NYSE:ORCL) earnings will be on deck on Wednesday, with the tech giant set to report fiscal fourth-quarter results after the close. The report is shaping up as a key test of the bullish AI thesis surrounding the stock, with the market eager for updates on cloud infrastructure demand, Oracle's AI backlog, and the pace of future growth.<h3>Introducing TipRanks MCP for Agents</h3><ul><li> Deliver institutional-grade market data directly into Claude, ChatGPT, Cursor, and other MCP-compatible AI tools. </li><li>Designed for personal research, portfolio monitoring, and AI-assisted investment workflows.</li></ul> <blockquote> Cowen analyst Derrick Wood sees several tailwinds supporting Oracle as it heads into earnings. One is continued investor appetite to be &#34;long compute names,&#34; particularly as Blackwell GPU hourly pricing has risen from around $2.75 to above $4.00 over the past three months. Another is Oracle's expanded partnership with Bloom Energy, under which Oracle will procure 2.8 gigawatts of energy capacity powered by Bloom's fuel cell systems. Of that total, 1.2 gigawatts are expected to be deployed by calendar year 2027, helping Oracle bypass energy bottlenecks that could otherwise constrain data center growth. Wood also points to more &#34;constructive sentiment&#34; surrounding OpenAI, supported by its $122 billion funding round in April, a confidential IPO filing, and growing confidence in its product roadmap as Codex AI narrows the gap with Claude Code. </blockquote> All told, the analyst sees the combination of a &#34;step-up in GPU capacity on-boarding&#34; and lower operating expense trajectory as a &#34;favorable setup,&#34; with consensus EBIT estimates likely to move &#34;materially higher.&#34; Additionally, Wood believes FY27 capex guidance will likely come in below the Street's forecast of around ~$85 billion, while his estimate stands at ~$75 billion. Given that outlook, Wood argues the stock's valuation remains attractive. At roughly 20x FY28E earnings, he sees room for a &#34;return to upward pressure in valuations.&#34; Accordingly, Wood assigns ORCL a Buy rating while his price target goes from $250 to $300, suggesting the stock will gain ~46% over the one-year timeframe. (To watch Wood's track record, click here)</div>

Oracle reports after the close on Jun 10 (ET) — Jun 11 morning HK time. Armed with massive AI contracts from OpenAI and xAI, the legacy database giant is doubling down on its bid to become the go-to AI compute landlord. Can it win over the market this time?

Oracle reports after the close on Jun 10 (ET) — Jun 11 morning HK time. Armed with massive AI contracts from OpenAI and xAI, the legacy database giant is doubling down on its bid to become the go-to AI compute landlord. Can it win over the market this time?

Oracle Earnings Ahead: All-In on 'AI Compute Landlord' Play

Oracle reports FY26 Q4 after the US close on June 10. The Street expects about USD 19.1B in revenue, up roughly 20% YoY, with all eyes on cloud. OCI infrastructure surged 84% last quarter and the backlog (RPO) has piled up to around USD 553B, up over 300% YoY, driven by AI contracts. The real question: can Oracle turn that backlog into revenue, build capacity fast enough, and do it without crushing margins? Are you betting on a beat or a miss?

Oracle reports FY26 Q4 after the US close on June 10. The Street expects about USD 19.1B in revenue, up roughly 20% YoY, with all eyes on cloud. OCI infrastructure surged 84% last quarter and the backlog (RPO) has piled up to around USD 553B, up over 300% YoY, driven by AI contracts. The real question: can Oracle turn that backlog into revenue, build capacity fast enough, and do it without crushing margins? Are you betting on a beat or a miss?

Oracle Q4: USD 553B Backlog At Stake!

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Ahead of Oracle's earnings, Cowen analyst Derrick Wood raised the stock price target from $250 to $300, maintaining a Buy rating. He cites tailwinds including strong demand for compute infrastructure, rising GPU pricing, and an expanded energy partnership with Bloom Energy. Wood anticipates favorable EBIT estimates and lower-than-expected capex guidance, suggesting attractive valuation and potential upside.

- Oracle (NYSE: ORCL) is set to release its fiscal Q4 earnings report on Wednesday, which will be a critical test for optimism surrounding AI investments in the stock.  
- Analyst Derrick Wood identifies favorable conditions, including persistent demand for long-term computing and an expanded partnership with Bloom Energy to alleviate potential energy constraints.  
- Overall, Wood maintains a "buy" rating for Oracle, raising the price target from $250 to $300, suggesting a potential 46% increase within a year.

Wall Street Analysts Raise Oracle Stock (ORCL) Price Targets Ahead of Earnings