Oracle
A database company that became a cloud-capacity story.
In coverage since May 2026
Prediction record
Our call accuracy 7 of 7 right
17 of 25 tracked companies Market accuracy on Oracle 6 of 7 right
market baseline, same contracts Brier edge vs market −0.064 mean
1 of 25 in coverage, by edge Scored events
Q1 2026 Beats cloud infrastructure bookings consensus we said 64% Yes
Q1 2026 Oracle closes above a key technical level by month-end we said 63% Yes
May 2026 10%+ single-day move in the stock this quarter we said 15% No
Jun 2026 Oracle announces a new buyback or capital-return plan we said 50% Yes
Jun 2026 Oracle guidance raise on the next print we said 65% Yes
Jul 2026 A 10%+ single-day drop in the stock this quarter we said 43% No
Q2 2026 Oracle beats EPS consensus we said 20% No
In the record
"Oracle is overvalued at any price above today's" (bear case, forum consensus) Unsupported
"Oracle's next product will be its biggest launch yet" (company press release) Unsupported
"Oracle can double cloud infrastructure bookings again within two years" (sell-side note) Unsupported