Traders Are Placing 90% Odds on Oracle Beating Earnings

Core Viewpoint - Oracle is expected to report strong earnings, with a 90% probability of beating Wall Street estimates, driven by its significant role in the AI sector and cloud computing [1][6]. Financial Performance - Current quarter (Nov 2025) consensus estimates are an EPS of $1.64 and revenue of $16.19 billion, reflecting a year-over-year sales growth of 15.17% [4][8]. - Future estimates for the next quarter (Feb 2026) show an expected EPS of $1.72 and revenue of $16.86 billion [4][8]. - Long-term projections for FY2026 and FY2027 include an EPS of $6.82 and revenue of $66.98 billion for FY2026, and an EPS of $8.00 with revenue of $83.57 billion for FY2027 [4][8]. Market Position and Strategy - Oracle has positioned itself as a key infrastructure provider for AI model builders, enhancing its role in the hyperscale cloud market and enterprise data management [6]. - The company's cloud RPO (Remaining Performance Obligation) surged to $455 billion, marking a 359% year-over-year increase, indicating strong demand and validating Oracle's strategic focus on cloud services [6].