White Falcon Capital Q1 2026 Partner Letter [Seeking Alpha]
Oracle Corporation (ORCL)
Last oracle corporation earnings: 3/12 04:02 pm
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US:NASDAQ Investor Relations:
investor.oracle.com/events-and-presentations/default.aspx
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Source: Seeking Alpha
While the headline numbers suggest a mild pullback, the picture beneath the surface was much harsher. Software and services led sector level declines. As AI makes software development faster and cheaper, we expect enterprises to approve the long tail of projects that were historically uneconomic instead of tinkering with existing software. mohd izzuan/iStock via Getty Images Dear Partners, While individual client returns may differ based on their inception dates, consolidated performance of all accounts for the period ending March 31, 2026 is as follows: Q1 2026 White Falcon(net of fees) S&P 500 TR(CAD) MSCI AC TR(CAD) S&P TSX TR Click to enlarge *Performance is from Nov 8 - Dec 31, 2021 This was a tough and volatile quarter. While the headline numbers suggest a mild pullback, the picture beneath the surface was much harsher. Software and services led sector level declines. Our exposure in these groups was hit by broad multiple contraction as markets priced AI
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ORCL
News
- Oracle (ORCL) had its price target lowered by Morgan Stanley from $213.00 to $207.00. They now have an "equal weight" rating on the stock.MarketBeat
- Oracle Corporation (ORCL) Partners with DENSO Corporation to Enhance Global Supply Chain [Yahoo! Finance]Yahoo! Finance
- Oracle Expands Powerful AI Capabilities in Oracle AI Database@Google Cloud to Supercharge Enterprise Data InnovationPR Newswire
- Oracle Health Demonstrates Interoperability Leadership, Achieves CMS Aligned Network Status [TheStreet.com]TheStreet.com
- Oracle Health Demonstrates Interoperability Leadership, Achieves CMS Aligned Network StatusPR Newswire
ORCL
Earnings
- 3/10/26 - Beat
ORCL
Sec Filings
- 4/20/26 - Form 4
- 4/17/26 - Form 4
- 4/16/26 - Form 144
- ORCL's page on the SEC website