Oracle beats Q3 FY26 estimates, raises growth outlook with $30B funding secured, signaling strong AI-driven cloud growth.

Oracle Corporation reported better-than-expected Q3 FY26 earnings and raised its forward growth estimates, signaling a potential recovery after a significant stock decline. The company secured $30 billion in funding and $29 billion in prepaid customer contracts, reducing risks to its free cash flows amid its AI infrastructure expansion. Oracle's record $553 billion remaining performance obligations (RPO) and growing cloud partnerships enhance its revenue visibility and market position. Analysts see a 36% upside potential with minimal downside risks, maintaining a 'buy' rating on the stock.