Oracle Corporation (NYSE:ORCL) stock looks to regain momentum when the company reports fourth-quarter financial results on Wednesday after market close.

Here are the earnings estimates, what experts are saying ahead of results and key items to watch.

Oracle Q4 Earnings Estimates

Analysts expect Oracle to report Q4 revenue of $19.09 billion, up from $15.90 billion a year earlier, according to data from Benzinga Pro.

The company has topped revenue estimates in just three of the past 10 quarters, including the most recent third quarter. Its current record is $17.19 billion, set in Q3, with expectations calling for a new high this quarter.

For earnings, analysts project EPS of $1.89 versus $1.70 a year ago. Oracle has beaten EPS estimates in four consecutive quarters and in eight of the last 10.

Read Also: Oracle's AI Spending Bill Keeps Growing: Capex Could Hit $100 Billion As Stargate Expands

What Experts Are Saying

Freedom Capital Markets Chief Market Strategist Jay Woods said Oracle stock could finally be turning around, with a rally of more than 50% since April 10 lows.  

"Investors will want confirmation that AI data center demand is real and sustainable," Woods said in a weekly newsletter. "The backlog tied to its AI contracts and workload helped drive the rally as demand for Oracle Cloud Infrastructure remains explosive."

Woods said investors should look for any new deals announced or signs of slowing demand.

"The concern remains that the spend is going too far before profits arrive."

The market expert says Oracle stock has already recaptured key moving averages and the key question is if a run at all-time highs will happen next. Woods said Oracle stock is down 38% from a September all-time high of around $345.

The market expert said the stock shows a new uptrend on the chart.

"If Oracle can prove that investors got their AI story wrong or overreacted to the downside, then that pop to the upside could be quick and rewarding."

The Latest Analyst Ratings, Price Targets

  • Bank of America Securities: Maintained Buy rating, raised price target from $200 to $240
  • Evercore ISI Group: Maintained Outperform rating, raised price target from $220 to $245
  • Oppenheimer: Maintained Outperform rating, raised price target from $235 to $275
  • TD Cowen: Maintained Buy rating, raised price target from $250 to $300
  • Cantor Fitzgerald: Maintained Overweight rating, raised price target from $229 to $284
  • RBC Capital: Maintained Sector Perform rating, raised price target from $160 to $190
  • BTIG: Reiterated Buy rating, with price target of $400

Key Items to Watch

In April, Oracle cut up to 30,000 jobs—roughly 18% of its global workforce despite a record Q3. The company now enters Q4 with elevated expectations and forecasts for another revenue high.

In Q3, total revenue rose 22% year-over-year, while cloud revenue increased 44%. Remaining performance obligations climbed to $553 billion, up 325% year-over-year, a key metric investors will watch for further growth.

Oracle previously guided Q4 revenue growth of 18%–20%, with cloud revenue expected to rise 44%–48% year-over-year.

Price Action

Oracle stock is down 6.1% to $198.81 on Tuesday versus a 52-week trading range of $134.57 to $345.72. Oracle stock is down 17.5% over the last month with shares up 1.3% year-to-date in 2026.

Read Also: Oracle Stock Consolidates After Huge Software Rally As Company Ramps Up Multi-Megawatt AI Factories

Photo: Rokas Tenys via Shutterstock