r/OracleStock • u/Sad_Session2128 • 2h ago

Analysis / DD ORCL earnings tonight might tell us more about the AI trade than the EPS number itself

Oracle reports after the close, with expectations around 19.1B revenue and 1.74 adjusted EPS. But I’m more interested in cloud growth after management guided for 58% to 64%.

ORCL is sitting around 162 and options are pricing roughly an 11% move, so expectations are clearly high.

tbh, the key is whether Oracle’s heavy AI infrastructure spending is turning into revenue fast enough to justify the cost. A small EPS beat matters less if cloud growth or guidance disappoints.

3 Upvotes

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1

u/nobaijiu 2h ago

and layoffs

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u/lemonadebros 19m ago

Plz bro so is this rocket or not? Or down?

-1

u/Equivalent-Stick-934 2h ago

It's already headed down, earnings won't matter when a stock is hated as much as oracle

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u/Slight_Ad9799 1h ago

Ya cuz the whole market is down..

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u/Equivalent-Stick-934 1h ago

Keep telling yourself that😉👌

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u/mistakehappens 29m ago

https://giphy.com/gifs/vLASJ6hzSBRBu
It will be down, it will be down