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Signal Ledger LabOracle
ORCLSIGNAL LEDGER VALUATIONWhat the shares are worth today if management delivers the targets it has set for each business: every business valued at FY2030 and discounted back, every input cited.
Research updated 2026-10-23 03:44:41 UTCBUY below $122.68WATCHSELL above $230.02
Price viewWATCH
Buy below · 80% of FV$122.68
Sell above · 150% of FV$230.02
BUY below 80% of FV · WATCH from 80% to 150% · SELL above 150%. Thresholds use unrounded fair values.
REPORTED FIGURES / LATEST SEC FILING
What ORCL reported, business by business.
SEC 10-Q ↗ · quarter ended 2026-08-31 · filed 2026-09-11 · checked 2026-10-29 01:21 UTC; an earnings release published before the 10-Q or 10-K is not included.
- Reported revenue
- $19.345B
- Reported net income
- $4.76B
- Reported diluted EPS
- $1.56
RECONCILED Business rows reconcile to SEC revenue from the same filing and reporting period. Unverified segment profits remain blank.
Reported accounting segments, 2026-06-01 to 2026-08-31. Reported results; the valuation above uses the dated research assumptions.
| Business | Revenue | Share of revenue | Operating profit | Margin |
|---|---|---|---|---|
| Cloud and software | $17.157B | 88.7% | — | — |
| Hardware | $0.774B | 4.0% | — | — |
| Services | $1.414B | 7.3% | — | — |
| Consolidated revenue | $19.345B | 100% | — |
View reported source cells
Accession 0001193125-26-389274
Cloud and software
The following table presents summary results for each of our three businesses: Three Months Ended August 31, (in millions) 2026 2025 Cloud and software: Revenues $ 17,157 … Totals: Revenues $ 19,345
Hardware
The following table presents summary results for each of our three businesses: Three Months Ended August 31, (in millions) 2026 2025 Hardware: Revenues $ 774 … Totals: Revenues $ 19,345
Services
The following table presents summary results for each of our three businesses: Three Months Ended August 31, (in millions) 2026 2025 Services: Revenues $ 1,414 … Totals: Revenues $ 19,345
THE COMPANY
What does Oracle do?
Enterprise software plus AI cloud infrastructure
Businesses: Cloud services and license support · Cloud and on-premise licenses · Hardware · Services
EVIDENCE
Follow every input to its source
Read the full valuation for each business, the assumptions behind it and the cited evidence.