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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brad Zelnick | Deutsche Bank | 7 | 14% |
| Mark Moerdler | Bernstein | 6 | 17% |
| John DiFucci | Guggenheim | 6 | 17% |
| Siti Panigrahi | Mizuho Securities | 3 | 0% |
| Alex Zukin | Wolfe Research | 3 | 0% |
| Raimo Lenschow | Barclays | 3 | 0% |
| Ben Reitzes | Melius Research | 2 | 50% |
| Kirk Materne | Evercore ISI | 2 | 0% |
| Derrick Wood | TD Cowen | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deutsche Bank | 1 | 7 | 14% |
| Guggenheim | 1 | 6 | 17% |
| Bernstein | 1 | 6 | 17% |
| Wolfe Research | 1 |
| 3 |
| 0% |
| Mizuho Securities | 1 | 3 | 0% |
| Barclays | 1 | 3 | 0% |
| TD Cowen | 1 | 2 | 0% |
| Evercore ISI | 1 | 2 | 0% |
Oracle achieved its first 20%+ organic revenue and EPS growth in 15 years, delivering Q3 results highlighted by AI infrastructure revenue up 243% and multi-cloud database revenue up 531% year-over-year. The TikTok US equity investment was announced, and a $50 billion financing program was launched. AI gross margin exceeded guidance at 32%. The application suite showed momentum with AI agents. Management noted the company was overdelivering on FY26 and constantly raising FY27 forecasts.
Cloud & AI | Competitive Dynamics | Capex Investment | Demand | Margin | Revenue Growth | Innovation & R&D | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 3 | 2 | 2 | 1 | 1 | 1 | 1 |
| 2025Q3 | 6 | 3 | 1 | 2 | 2 | 1 | ||
| 2025Q4 | 5 | 1 | 1 | 1 | 1 | 2 | 1 | |
| 2026Q1 | 4 | 2 | 1 | 2 | 1 | |||
| 2026Q2 | 4 | 2 | 2 | 2 | 1 | |||
| 2026Q3 | 5 | 2 | 2 | 1 | 1 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 5 | 6 | 5 | 4 | 4 | 5 |
| Competitive Dynamics | 3 | 3 | 1 | 2 | 2 | 2 |
| Capex Investment | 2 | 1 | 1 | 1 | 2 | 2 |
| Demand | 2 | 2 | 1 | 2 | 1 | |
| Margin | 1 | 1 | 1 | 2 | 1 | |
| Revenue Growth | 1 | 2 | 2 | |||
| Innovation & R&D | 1 | 1 | 1 | |||
| Product Launch | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ORCL Oracle Corporation | 9 | +21.7% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |