Oracle(US:ORCL) ZACKS·2026-03-06 15:15Core Viewpoint - Oracle is expected to report quarterly earnings of $1.70 per share, a 15.7% increase year-over-year, with revenues projected at $16.89 billion, reflecting a 19.5% year-over-year increase [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [2] Key Metrics Projections - Analysts estimate 'Revenues- Hardware' will reach $718.52 million, indicating a year-over-year change of +2.2% [4] - 'Revenues- Services' are projected to be $1.33 billion, suggesting a +2.9% year-over-year change [4] - 'CLOUD REVENUES BY OFFERINGS- Cloud infrastructure' is expected to be $4.85 billion, reflecting a -21.8% year-over-year change [4] - 'CLOUD REVENUES BY OFFERINGS- Cloud applications' is estimated at $4.01 billion, indicating a -16.7% year-over-year change [5] Geographic Revenue Estimates - 'Geographic Revenue- Americas' is projected at $10.93 billion, a +21.5% change from the prior-year quarter [5] - 'Geographic Revenue- Asia-Pacific' is expected to be $1.96 billion, reflecting a +14.8% change from the prior-year quarter [5] - 'Geographic Revenue- Europe, Middle East and Africa' is estimated at $4.01 billion, indicating a +17.2% change from the prior-year quarter [6] Stock Performance - Oracle shares have returned +13.4% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [6]