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11.03.26 - 04:21
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Oracle, Nio, Centene, AeroVironment And Ciena Corporation: Why These 5 Stocks Are On Investors′ Radars Today (Benzinga)
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ORCL, NIO, CNC, AVAV, CIEN were among the stocks seen trending among investors on Tuesday, March 10, 2026,
Importance Rank:
1
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10.03.26 - 22:42
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Oracle Jumps On Solid Earnings And Guidance Boost Despite Soaring CapEx And Cash Burn (ZeroHedge)
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Oracle Jumps On Solid Earnings And Guidance Boost Despite Soaring CapEx And Cash Burn
There was much anxiety ahead of Oracle's Q3 earnings release: yes, revenue growth would be solid but would it come at the expense of even more capex, which has sent the stock price tumbling more than 50% since its record high on Sept 10. In the end, it turned out the company had learned from recent mistakes and projected a goldilocks future: strong revenue and just right capex.
Here is what Oracle reports for Q3:
Adjusted EPS $1.79 vs. $1.47 y/y, beating estimate $1.70
Adjusted revenue $17.19 billion, +22% y/y, beating estimates of $16.89 billion (Revenue in constant fx +18%, in line with estimate +18.8%)
Cloud revenue (IaaS plus SaaS) $8.9 billion, +44% y/y, beating estimate $8.84 billion (in constant currency +41%, estimate +41.7%)
Cloud Infrastructure revenue (IaaS) $4.9 billion, +81% y/y, beating estimate $4.74 billion (in constant currency +81%, estimate +82.2%)
Cloud Application revenue (SaaS) $...
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