Oracle Stock Jumps As Q3 Earnings Top Estimates, AI Demand Expected To Be Multiyear Tailwind

Oracle Corp (NYSE:ORCL) reported financial results for the third quarter of fiscal 2026 Tuesday after the market close. Here’s a rundown of the software giant’s report.

• Oracle stock is trending after earnings. What’s ahead for ORCL stock?

Oracle Tops Estimates In Q3

Oracle posted third-quarter revenue of $17.19 billion, beating analyst estimates of $16.91 billion, according to Benzinga Pro. Adjusted earnings grew 21% year-over-year to $1.79 per share, beating analyst estimates of $1.71 per share.

Total revenue was up 22% on a year-over-year basis as cloud revenue climbed 44% and software revenue rose by 3%. Here’s a breakdown of revenue by segment:

• Cloud: $8.9 billion, up 44%
• Cloud Infrastructure: $4.9 billion, up 84%
• Cloud Database: up 35%
• Cloud Application: $4 billion, up 13%
• Fusion Cloud ERP: $1.1 billion, up 17%
• NetSuite Cloud ERP: $1.1 billion, up 14%

Remaining performance obligations …

Full story available on Benzinga.com