--- title: "What Is Going on With Oracle Stock on Monday?" type: "News" locale: "en" url: "https://longbridge.com/en/news/294710386.md" description: "Oracle stock rose nearly 6% on Monday, driven by an expanded AI partnership with Google Cloud to integrate Gemini models. The broader tech sector also gained, with rivals Microsoft and Amazon up 5-6%. Analyst consensus remains a 'Buy' with an average price target of $260.04, though estimates vary. Key upcoming catalysts include the September 2026 earnings report, with EPS expected at $1.67." datetime: "2026-08-03T14:37:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294710386.md) - [en](https://longbridge.com/en/news/294710386.md) - [zh-HK](https://longbridge.com/zh-HK/news/294710386.md) --- # What Is Going on With Oracle Stock on Monday? **Oracle Corp** (NYSE:ORCL) stock gained by almost 6% on Monday as an expanded artificial intelligence partnership with **Alphabet Inc** (NASDAQ:GOOGL) **Google Cloud** boosts investor sentiment. Oracle’s rivals like **Microsoft Corp** (NASDAQ:MSFT) and **Amazon.com Inc** (NASDAQ:AMZN) also gained over 5-6%. Alphabet stock also gained over 4%. The Nasdaq is up 0.29% while the S&P 500 has gained 0.62%. ## Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the September 8, 2026 (estimated) earnings report. - **EPS Estimate**: $1.67 (Up from $1.47 YoY) - **Revenue Estimate**: $19.12 Billion (Up from $14.93 Billion YoY) - **Valuation**: P/E of 22.3x (Suggests fair valuation relative to peers) **Analyst Consensus & Recent Actions:** The stock carries a Buy rating with an average price forecast of $260.04. Recent analyst moves include: - **CLSA**: Initiated with Hold (Forecast $145.00) (July 20) - **Bernstein**: Outperform (Raises Forecast to $325.00) (June 11) - **RBC Capital**: Sector Perform (Maintains Forecast to $190.00) (June 11) ## Top ETF Exposure - **iShares Expanded Tech-Software Sector ETF** (BATS:IGV): 5.87% Weight - **First Trust NASDAQ Technology Dividend Index Fund** (NASDAQ:TDIV): 5.21% Weight - **Pacer Data and Digital Revolution ETF** (NYSE:TRFK): 7.57% Weight **Significance:** Because ORCL carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. ## Price Action **ORCL Stock Price Activity:** Oracle shares were up 5.94% at $137.64 at the time of publication on Monday, according to Benzinga Pro data. **Read Also: Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain as Trump Halts 'Massive Attack' on Iran** _Photo via Shutterstock_ ### Related Stocks - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [ORCS.US](https://longbridge.com/en/quote/ORCS.US.md) - [ORCZ.US](https://longbridge.com/en/quote/ORCZ.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [AMZD.US](https://longbridge.com/en/quote/AMZD.US.md) - [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [ORCU.US](https://longbridge.com/en/quote/ORCU.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) - [ORAC.US](https://longbridge.com/en/quote/ORAC.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [AMZG.US](https://longbridge.com/en/quote/AMZG.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [GOIB.US](https://longbridge.com/en/quote/GOIB.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [AMZO.US](https://longbridge.com/en/quote/AMZO.US.md) - [AMZY.US](https://longbridge.com/en/quote/AMZY.US.md) - [AZYY.US](https://longbridge.com/en/quote/AZYY.US.md) - [AMZP.US](https://longbridge.com/en/quote/AMZP.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [GOU.US](https://longbridge.com/en/quote/GOU.US.md) - [GOOX.US](https://longbridge.com/en/quote/GOOX.US.md) - [GOOP.US](https://longbridge.com/en/quote/GOOP.US.md) - [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md) - [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [AB.US](https://longbridge.com/en/quote/AB.US.md) - [RY.US](https://longbridge.com/en/quote/RY.US.md) - [IGV.US](https://longbridge.com/en/quote/IGV.US.md) - [TDIV.US](https://longbridge.com/en/quote/TDIV.US.md) - [TRFK.US](https://longbridge.com/en/quote/TRFK.US.md) - [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md) - [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md) ## Related News & Research - [Oracle, Google Cloud expand partnership to bring Gemini AI models to Fusion, NetSuite apps](https://longbridge.com/en/news/294369644.md) - [Oracle Corporation $ORCL Position Reduced by Alpine Woods Capital Investors LLC](https://longbridge.com/en/news/294597666.md) - [French soccer club Paris Saint Germain partners with Google on AI](https://longbridge.com/en/news/294668977.md) - [ANALYSIS-Oracle Corp goes for high-stakes ratings gamble in AI strategy](https://longbridge.com/en/news/294853731.md) - [Prosperity Consulting Group LLC Sells 3,332 Shares of Microsoft Corporation $MSFT](https://longbridge.com/en/news/294600743.md)