Oracle's stock price rose more than 2% on Wednesday, trading at $211.34.
The company is scheduled to release its fiscal year 2026 fourth-quarter financial results early Thursday morning Beijing time, which corresponds to after the U.S. market close on Wednesday.
Market expectations project Oracle's fourth-quarter revenue to reach approximately $19.1 billion, representing a year-over-year increase of about 20%. Adjusted earnings per share are forecasted to be in the range of $1.96 to $1.97.
Particular market attention is focused on the performance of its OCI (Oracle Cloud Infrastructure) business. Analysts anticipate its revenue growth rate could exceed 90% compared to the same period last year, significantly higher than the approximate 52% growth rate recorded a year ago.
If this figure is confirmed, it would indicate that Oracle remains one of the fastest-growing large-scale cloud service providers globally.
The upcoming earnings report from Oracle is likely to significantly influence market sentiment. Recently, chip giant Broadcom issued a performance outlook that failed to meet the market's elevated expectations, triggering a broad-based pullback in the AI sector.
Since last week, the Philadelphia Semiconductor Index has declined cumulatively by over 9%, and the Nasdaq 100 Index has retracted nearly 5%, putting general pressure on stocks across the artificial intelligence supply chain.
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