Oracle Corp（ORCL）资讯与事件ORCLOracle Corp

Fed Holds Rates Steady, Tech Stocks Perform Strongly

Major indices finished the day marginally higher after the Federal Reserve left the Fed Funds rate unchanged as expected in a 10-2 vote and Fed Chair Warsh struck a mixed tone, noting that while uncertainty remains elevated in part due to "geopolitical developments," domestic spending has been "resilient."  Technology was by far the best-performing sector on Wednesday, bolstered by memory and semiconductor names in the wake of better-than-expected results from SK Hynixalong with a constructive investor day update from Oracle.Markets are set for a much more rocky Thursday however following significant post-earnings weakness from Alphabetand Fortinet.  Google parent was down nearly 10% below $295 per share - the lowest levels since April - after worse-than-expected Q3 earnings and a maintained capex outlook.  Fortinet reports better than expected earnings, but weaker than expected Service Revenue was cited as a cause of a slide in the stock of over 20%, also weighing on other cybersecurity names.  Microsofthit record highs and extended sessions above $565 per share after its set of results, but retreated to $540 during the earnings call that reduced capex outlook and hinted at looking for "additional sources of funding".Index futures are lower following the spate of Tech earnings news, with S&P e-Minis down 0.4% and Nasdaq 100 contract down 1.1%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Glaukosup 17.7%Teladoc Healthup 8.9%Carvanaup 8.4%Chipotle Mexican Grillup 6.9%Cohuup 6.5%Gen Digitalup 5.9%eBayup 4.1%KLA Corporationup 4.1%O'Reilly Automotiveup 3.7%Microsoftup 2.5%ALSO HIGHER -Lumentumup 8.9% after Bloomberg report of takeover interest from Marvell, which is down 7.5%.DOWN AFTER EARNINGS -Fortinetdown 25.7%Sprouts Farmers Marketdown 21.8%ServiceNowdown 17.4%Alphabetdown 9.6%Tyler Technologiesdown 6.3%FormFactordown 5.3%FedExdown 2.3%Ford Motordown 1.1%

Oracle Sets FY29 Free Cash Flow Target Over $30B

The goal represents more than 35% CAGR from FY26, non-GAAP operating margin of 40%+ and non-GAAP EPS of $21+. Oracle defined its timeline to positive free cash flow during the second half of FY28 and set free cash flow target of $30B+ for FY29. The company committed to limiting additional capital raises through FY30 to $20B, excluding refinancing of existing debt, split between $10B in equity and $10B in gross debt. Additionally, Oracle confirmed that growth will be self-funded beginning in FY29 and net debt to adjusted EBITDA will be below 3.5 times in FY29. Comments taken from Oracle Investor Day 2026 investor presentation.

Oracle Reaffirms FY27 Revenue Outlook of At Least $90B

Reaffirms FY27 total revenue outlook of at least $90B, consensus $90.43B. Comments taken from Oracle Investor Day 2026 investor presentation.