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Oracle Corporation (ORCL) - Comprehensive Stock Analysis Report

$148.53-$3.93 (-2.58%)as of 2026-06-26
Generated: June 28, 2026 at 12:15 PM ET
Strategy: No Active Position
Latest Data: 2026-06-26

📋 Investment Snapshot

Company Quality
80/100
Entry Quality
58/100
Risk Level
High
Expected Return
+70.1%
Rating
WAIT

Reason: Strong business, constructive setup. Expected Return is the upside to the analyst price target; full rationale is detailed below.

📌 Is ORCL a Buy right now?

According to Ultra Stock Analysis Pro, Oracle Corporation (ORCL) is currently rated WAIT (Signal Strength: 0/7). The long-term fundamentals are strong (P/E: 25.4, Revenue Growth: +20.6%), while short-term technicals show a bearish trend (RSI: 30). Consider waiting for support confirmation near $256.70 before adding exposure.

For the latest stock analysis and interactive charts:
📊 Open ORCL Analysis ↗

⚡ QUICK DECISION

Action: WAIT | Confidence: LOW | Signal Strength: 0/7

💡 Why This Signal Exists

ORCL carries a WAIT rating because valuation and fundamentals remain attractive (Investment Quality 80/100), but the trend is strong (ADX 26), relative strength has lagged the S&P 500 over the past quarter and no fresh entry trigger has fired (Signal Strength 0/7). A breakout above $256.70 on improving volume would upgrade the signal toward BUY; a break below $136.65 would mark deeper weakness.

🧭 Investment Quality vs. Entry Quality

Two independent reads: how good the business is (fundamentals) vs. how good buying it right now is (technicals & timing). A great company is not always a great entry.

Investment Quality
80/100
Excellent business
Profitability20/20
Margin 25%, ROE 53%
Revenue Growth20/20
+21% YoY
Margins20/20
Operating 36%
Analyst Support17/20
35B/8H/1S, +70% to target
Balance Sheet3/20
Debt/Equity 3.9
Entry Quality
58/100
Decent entry
Trend8/20
No uptrend, ADX 26
Momentum12/20
RSI 30, MACD bearish
Pullback vs. Extension24/30
Mid-range
Fresh Signal & Room14/30
Confluence 2 pts, +70% to target

Strong on both. ORCL pairs a solid business with a constructive setup.

🏆 Relative Strength

The stock's return minus each benchmark's return. Positive = outperforming = leadership; negative = lagging. Relative strength is one of the most durable signals in quantitative research.

Benchmark1-Mo3-Mo6-Mo
S&P 500 (SPY)-19.6%-8.9%-30.0%
Technology (XLK)-20.5%-32.5%-47.9%
Software (IGV)-17.0%-6.2%-5.1%

ORCL 3-month return: +4.4% · Leadership: LAGGARD — trailing the S&P 500 and its sector

🧮 Factor Attribution

What is driving the view — every factor's signed contribution to one net score. Green adds to the bull case; red detracts.

FactorContributionPts
Earnings Growth
+22% YoY
+18
Valuation
Fwd P/E 13.6, PEG 0.8
+18
Profitability
Margin 25%, ROE 53%
+16
Revenue Growth
+21% YoY
+10
Momentum
RSI 30, MACD bearish
+1
Sentiment
Slightly Bullish
+1
Volatility
ATR 7.6% of price
-8
Trend
EMA bearish, ADX 26
-12
Relative Strength
-15.9% vs benchmarks (3M)
-12

Net Factor Score: +32Net bullish. This weighs the broad bull/bear case; the entry signal (Signal Strength) governs timing — a strong factor score can still read WAIT until a setup triggers.

🤖 ML Probability

A gradient-boosted model's estimated probability that price closes higher over each horizon (directional estimate, not a guarantee).

76%
next day up
63%
5-day up
91%
20-day up

📊 Valuation & Fundamentals vs Software - Infrastructure (16 peers)

Top 25% in sector   Middle 50%   Bottom 25%   — each value colored by its rank among 16 Software - Infrastructure peers; "med" is the peer median.

Valuation
P/E (TTM)25.4 (med 59.8)
Forward P/E13.6 (med 27.8)
PEG Ratio0.84 (med 1.97)
Price/Book11.39 (med 8.02)
Growth
EPS Growth (Qtr YoY)+21.9% (med 22.6%)
EPS Growth (Next Yr)+87.0% (med 112.9%)
Revenue Growth+20.6% (med 17.6%)
Profitability
Profit Margin25.4% (med 8.4%)
Gross Margin65.8% (med 70.7%)
ROE53.4% (med 5.0%)

🤖 ALGORITHMIC CONVICTION & METHODOLOGY

Why this rating?

The Ultra Stock Analysis algorithm has assigned a WAIT rating to ORCL based on a confluence of 3 distinct factors:

  1. Technical Momentum: The RSI (30) is currently in oversold territory, historically preceding a reversal in 54% of 26 backtested trades.
  2. Trend Strength: ADX at 26 indicates a strong trend (25-50) supporting directional moves. News sentiment is neutral (Slightly Bullish).
  3. Volatility Profile: The ATR ($11.23) indicates high volatility (7.6% of price), suggesting potential moves of 15.1%+ on breakouts.

📊 Confidence Interval:

Based on 7+ years of historical data, signals with this specific technical fingerprint have resulted in a positive return 54% of the time across 26 historical trades over a medium-term (months) hold period, with an average return of +5.3% per trade.

📊 How the Signal Strength score works (and why it can read low in an uptrend)

Signal Strength is a tactical entry-timing score, not a trend or fundamentals grade. It only adds points from setups that flag a fresh reason to enter — breakouts, momentum divergences, and oversold/volume/volatility extremes. Trend direction and fundamentals are scored in their own sections above. A setup must reach 3+ points to register as a signal and 5+ for a strong BUY. Individual boxes below can be checked — a stacked EMA trend alone is worth 2 points — without crossing the 3-point bar; when that happens the registered Signal Strength stays at 0/7, meaning no new entry trigger today — not a bearish call.

SignalPtsWhat it flagsNow
Valid Breakout3Close breaks above the 20-day high on >1.5× volume
EMA Trend Alignment2EMA20 > EMA50 > EMA200 (stacked uptrend)
RSI Bullish Divergence2Price firms while RSI was falling — a reversal setup
MACD Bullish Divergence2Price firms while MACD was falling — a reversal setup
Strong Trend (ADX > 25)1ADX > 25 confirming the stacked EMAs
High Volume (>1.5×)1Volume surge confirming the move
RSI Oversold1RSI < 30 — stretched to the downside (bounce setup)
Below Lower Bollinger1Close below the lower band (mean-reversion setup)
Volume Accumulation1Up-volume divergence — quiet accumulation

Points met on the latest bar: 2 → registered Signal Strength 0/7. A setup must reach 3+ points to register as a signal (5+ for a strong BUY); below that it reads 0.

This is why ORCL can show a bearish EMA trend and solid fundamentals while Signal Strength reads 0/7: those are already-in-trend and value measures, whereas this score fires only on a new tactical setup (an oversold bounce, a divergence, or a high-volume breakout) — none of which is present on the latest bar.

🔮 FUTURE PRICE SCENARIOS (AI Forecast)

To assist with risk management, here are the three most probable paths for ORCL over the next trading week:

🟢 The Bull Case (Probability: 21%)

If ORCL reclaims the $256.70 resistance level (Bollinger Upper), algorithmic targets shift to $256.70. This move would likely be driven by continued sector rotation into Technology.

🔴 The Bear Case (Probability: 50%)

Failure to hold the $136.65 support zone (Bollinger Lower) triggers a defensive stop-loss signal. In this scenario, the algorithm projects a slide toward the $125.42 liquidity zone (-15.6% from current price).

🟡 The Base Case (Sideways)

Given the current ADX of 26 (strong trend), momentum suggests a directional move is imminent between $136.65 and $256.70 until a volume catalyst occurs.

⚠️ These scenarios are algorithm-generated projections based on technical analysis, not financial advice. Past performance does not guarantee future results.

EXECUTIVE SUMMARY - Essential Metrics

TECHNICAL METRICS VALUE FUNDAMENTAL METRICS VALUE
Current Price $148.53 Market Cap $427.8B
Past Win Rate (Backtest) 53.8% (26 trades) Forward P/E 13.6x
Past Total Return +56.1% Analyst Target $252.64
RSI / Trend Strength 30 / 26 Upside to Target +70.1%
MACD Signal Bearish Revenue Growth +20.6%
Profit Factor 1.81 Institutional Own. 43.9%
Open PositionNo open positionAnalyst Ratings35 Buy / 8 Hold / 1 Sell

🎯 CONSENSUS

Overall: WAIT FOR SIGNAL

Supporting Factors

  • Technical confluence: 0/7 bullish signals
  • Backtest win rate: 53.8% (26 trades)
  • Analyst consensus: 35 buy ratings
  • Upside potential: +70.1%

Risk Considerations

  • Market volatility: Beta 1.66
  • Valuation: 13.6x forward P/E
  • No position risk
  • News sentiment: Slightly Bullish
Action Plan:

WAIT FOR ENTRY - Monitor for confluence score >= 5 with proper risk management using stop loss set at 2-3x the 14-day ATR volatility.

📊 Strategy Comparison: Conservative vs Adaptive

Both strategies analyzed independently. Conservative uses fixed 2.0x ATR stops. Adaptive adjusts stops based on position profit (tighter as profit grows).

Conservative Strategy

NO POSITION

Fixed 2.0x ATR Stop Loss

No Position

Waiting for entry signal...

Entry Stop: $126.08 ({atr_multiplier}x ATR)

Backtest Results (Since 2018):

Past Win Rate

54%

Past Total Return

+56.1%

Max Drawdown

-17.1%

Avg Trade

+5.3%

Trades

26

Adaptive Strategy

NO POSITION

Adaptive ATR Stop Loss (1.0-2.75x)

No Position

Waiting for entry signal...

Entry Stop: $131.69 ({atr_multiplier}x ATR)

Backtest Results (Since 2018):

Past Win Rate

52%

Past Total Return

+58.1%

Max Drawdown

-17.1%

Avg Trade

+5.2%

Trades

27

🎯 Intelligent Stop Loss Strategy

Current Price

$148.53

Buy Stop Loss

$126.08

Distance: 15%

Conservative 2.0x

Position Stop Loss

$126.08

Distance: 15%

Hybrid 2.00x

ATR 14 Day

$11.23

Volatility

ADX Strength

25.6

Strong trend

New position - Standard stop loss levels

ADX: 20-25 = Emerging trend | 25-50 = Strong trend | 50+ = Very strong

🔔 ANALYST RATING CHANGES

Recent upgrades, downgrades, and price target changes (last 90 days)

Firm Action From → To Date
RBC CapitalREITERATEDSector Perform → Sector PerformJun 11, 2026
TD CowenREITERATEDBuy → BuyJun 11, 2026
Cantor FitzgeraldREITERATEDOverweight → OverweightJun 11, 2026
Stephens & Co.REITERATEDEqual-Weight → Equal-WeightJun 11, 2026
GuggenheimREITERATEDBuy → BuyJun 11, 2026
BTIGREITERATEDBuy → BuyJun 05, 2026
WedbushREITERATEDOutperform → OutperformApr 29, 2026
WedbushINITIATEDOutperformApr 24, 2026
Stephens & Co.REITERATEDEqual-Weight → Equal-WeightApr 07, 2026

🎯 ANALYST PRICE TARGETS

Average Target: $252.64 High Target: $400.00
Current Price: $148.53 Low Target: $155.00
Upside to Average: +70.1% Number of Analysts: 39

📊 BUY-SIDE PERSPECTIVE

Portfolio Management Analysis

Expected Returns & Position Sizing

Based on backtest performance (Win Rate: 53.8% over 26 trades, Avg Return: +5.3%) and analyst consensus (Target: $252.64, +70.1% upside), an OVERWEIGHT exposure may be considered. Risk/Reward ratio of 4.64:1 (reward to analyst target vs. distance to the stop) suggests favorable risk-adjusted returns. No current position - opportunity to establish entry at favorable technical levels.

Technical Position Assessment

  • Confluence Score: 0/7 - Weak or no signal
  • RSI Level: 30 - Oversold (potential bounce)
  • Trend Strength (ADX): 25.6 - Strong trend (25-50)
  • Backtested Win Rate: 53.8% over 26 trades with 1.81x profit factor

Liquidity Profile

  • Average Volume: 27.5M shares/day - Moderately liquid
  • Market Cap: $427.8B - Large cap
  • Beta: 1.66 - Higher than market volatility
  • Execution Risk: Low for institutional-sized positions

Risk/Reward Analysis

  • Upside to Analyst Target: +70.1%
  • Historical Average Return: +5.34% per trade
  • Maximum Drawdown Risk: Stop loss typically set at 2-3x ATR ($22.45 to $33.68)
  • No current position

Institutional Activity

  • Institutional Ownership: 43.9%
  • Largest Holder: Blackrock Inc.
  • Recent Rating Changes: 9 in last 90 days

📈 SELL-SIDE PERSPECTIVE

Investment Research Analysis

Investment Thesis

Oracle Corporation operates in the Technology sector (Software - Infrastructure). Current valuation of 13.6x forward P/E reflects discounted multiples relative to growth prospects. Operating margin of 36.2% shows strong profitability.

Fundamental Outlook: Strong Growth - Positive operating leverage with revenue and earnings acceleration

Valuation Metrics

  • Forward P/E: 13.6x (Value opportunity)
  • Trailing P/E: 25.4x
  • Price-to-Sales: 6.35x - Premium valuation
  • Price-to-Book: 11.39x
  • PEG Ratio: 0.84 (Undervalued)
  • Enterprise Value: $568.9B

Performance Metrics

  • Revenue: $67.4B
  • Revenue Growth: +20.6%
  • Earnings Growth: +21.9%
  • EPS Growth (Next Yr): +87.0%
  • Operating Margin: 36.2%
  • Free Cash Flow: $-24.5B

Analyst Consensus

  • Ratings: 35 Buy, 8 Hold, 1 Sell
  • Consensus: Strong Buy
  • Average Target: $252.64 (+70.1% upside)
  • Target Range: $155.00 - $400.00

News Sentiment (14-Day)

Overall Score: 1.2/10 - Slightly Bullish

Bullish Articles (Top 5 of 1)

📊 Sentiment Interpretation

The news sentiment is moderately bullish, showing generally positive coverage with some caution. Market perception appears favorable but not overwhelmingly positive. This neutral-to-positive sentiment suggests steady conditions without extreme optimism.

🔍 DEEP DIVE: COMPREHENSIVE RISK ASSESSMENT

Risk Factors and Mitigation Strategies

Market Risks

  • Beta: 1.66 - High market sensitivity
  • 52-Week Range Position: Current price $148.53 within $134.57 - $345.72
  • Volatility: ATR 14 = $11.23 (Stop loss typically 2-3x = $22.45-$33.68)

Technical Risks

  • RSI Status: 30 - Oversold opportunity
  • Support Level: Key support based on moving averages and price action
  • Resistance Level: Next resistance target from technical analysis

Fundamental Risks

  • Valuation: Forward P/E of 13.6x (reasonable)
  • Earnings Risk: Next earnings on Sep 09, 2026
  • Sector Risks: Technology sector specific challenges

📊 APPENDIX A - Complete Technical Indicators

Comprehensive Technical Data for Quantitative Analysis

Indicator Value Indicator Value
Close Price $148.53 Volume 36.4M
Beta 1.66 Avg Volume 27.5M
EMA 20 $182.22 EMA 50 $184.39
EMA 200 $187.71 Current Price $148.53
RSI (14) 29.59 MACD -10.497
MACD Signal -3.730 MACD Histogram -6.767
Trend Strength (ADX) 25.56 Volatility (ATR 14) $11.23
Bollinger Upper $256.70 Bollinger Lower $136.65
Stochastic %K 1.98 Stochastic %D 1.79
VWAP $150.02 Bollinger Middle $196.68
Confluence Score 0/7 Trade Signal NONE

💼 APPENDIX B - Complete Fundamental Metrics

Comprehensive Fundamental Data for Financial Analysis

Valuation Metrics Performance
Market Cap $427.8B Revenue $67.4B
Forward P/E 13.6 Revenue Growth +20.6%
Trailing P/E 25.4 Gross Margin 65.8%
Price/Sales 6.35 Operating Margin 36.2%
Price/Book 11.39 Profit Margin 25.4%
PEG Ratio 0.84 ROE 53.4%
Enterprise Value $568.9B Free Cash Flow $-24.5B
EPS (Forward) $10.92 Dividend Yield 1.35%
52-Week Range $134.57 - $345.72

📈 APPENDIX C - Complete Trade History & Backtest Results

Comprehensive Trading Performance and Position Details

Backtest Performance Metrics

Past Win Rate (26 trades)
53.8%
Avg Return
+5.34%
Past Total Return
+56.1%
Profit Factor
1.81

Recent Trade History (Last 10 Trades)

Entry Date Exit Date Entry Price Exit Price Return % Result
2024-05-162024-07-05$119.61$141.81+18.56%Win
2024-08-282024-10-10$135.38$172.62+27.51%Win
2024-11-062024-12-09$178.36$187.42+5.08%Win
2024-12-102024-12-26$174.91$168.95-3.41%Loss
2025-01-212025-03-07$170.24$153.07-10.09%Loss
2025-04-072025-07-08$125.45$232.17+85.08%Win
2025-09-102025-10-01$325.76$286.75-11.98%Loss
2025-12-172026-02-26$177.37$149.79-15.55%Loss
2026-04-212026-05-14$181.17$195.61+7.97%Win
2026-06-012026-06-11$248.15$184.10-25.81%Loss

Summary: 26 total trades | Strategy: No Active Position

⚠️ IMPORTANT DISCLAIMER

Disclaimer: This report is for informational and educational purposes only and does not constitute investment advice. Ultra Stock Analysis Pro is not a registered investment advisor; information is impersonal and not tailored to individual circumstances. AI-generated content may contain errors — verify before acting. Past performance is not indicative of future results. Technical analysis based on historical data through 2026-06-26. Fundamental data auto-fetched from Yahoo Finance. Please conduct your own due diligence before making investment decisions.

Report Generated: June 28, 2026 at 12:15 PM

Ultra Stock Analysis Pro - Comprehensive Technical & Fundamental Analysis

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