On September 11, Oracle rose 7.05% in regular trading, trading at $165.22/share, with turnover of $1.293 billion. The surge was driven by the company's FY2027 fiscal Q1 earnings release, which beat market expectations across all key metrics and included an upward revision to full-year guidance.

Oracle reported Q1 adjusted EPS of $1.92, topping the consensus estimate of $1.74 by approximately 10.3% and rising 30.6% year-over-year. Revenue came in at $19.35 billion, up 30% year-over-year and ahead of the $19.14 billion analyst estimate. Cloud business revenue surged 121%, while Remaining Performance Obligations (RPO) reached $664 billion, with roughly half expected to convert into revenue within 36 months. During the earnings call, management disclosed that 850 megawatts of AI compute capacity were delivered in the quarter — roughly triple the prior quarter — with GPU renewal contracts commanding a 20% premium and utilization rates at 97.9%.

Oracle raised its FY2027 full-year guidance, now expecting adjusted EPS of $8.10 and total revenue of at least $90 billion, both above prior targets and consensus estimates. Notably, Q1 free cash flow was negative $5 billion, reflecting heavy capital expenditure in AI infrastructure buildout.

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