What was Oracle's EPS in Q4 2026?

Adjusted EPS was $2.11, beating the analyst estimate of $1.97.

Did Oracle beat revenue expectations?

Yes, adjusted revenue was $19.18 billion versus the estimate of $19.09 billion.

Why did Oracle stock fall despite beating estimates?

Because cloud revenue disappointed, falling short of expectations.

Did Oracle provide guidance for next quarter?

No, the company did not provide formal guidance for the upcoming quarter.

Oracle beats Q4 estimates but cloud revenue disappoints

Oracle (ORCL) reported fiscal Q4 2026 results after Wednesday's close, beating analyst estimates for both adjusted EPS ($2.11 vs $1.97) and adjusted revenue ($19.18B vs $19.09B), but cloud revenue disappointed.

Oracle (ORCL) reported fiscal fourth-quarter results for 2026 after the closing bell on Wednesday, surpassing analyst expectations on both earnings per share and revenue. Adjusted EPS came in at $2.11 versus estimates of $1.97, and adjusted revenue reached $19.18 billion compared to the $19.09 billion consensus. However, cloud revenue fell short of expectations, tempering investor enthusiasm.

Key Financial Results

Metric	Actual	Estimate
Adjusted Revenue	$19.18B	$19.09B
Adjusted EPS	$2.11	$1.97

Year-over-year comparisons were not provided in the report.

Highlights from the Release

Oracle attributed the quarter's performance to growth in its core businesses, but noted that cloud revenue did not meet expectations, potentially due to competitive pressures or delayed contracts.

Guidance

No formal guidance for the upcoming quarter was provided.

Stock Impact

The stock is likely to experience mixed reactions: the earnings beat may support the price, while the cloud revenue miss could create selling pressure.

What This Means for Investors

Oracle remains a fundamentally strong company, but cloud segment performance will be critical for future growth assessment. Investors should monitor the earnings call for management's explanation of the cloud shortfall.