ORACLE (ORCL) Company Report

The Portnoy Law Firm is representing investors who purchased Oracle (NYSE: ORCL) securities between June 12, 2025 and December 16, 2025, with a lead plaintiff motion deadline of April 6, 2026.
Key events cited include Oracle’s $300 billion, five-year cloud contract with OpenAI announced on September 10, 2025.
Reports on November 13, 2025 of a planned $38 billion debt raise to fund AI infrastructure coincided with a 4.15% share price drop to $217.57.
On December 10, 2025, Oracle disclosed that fiscal 2026 CapEx would be $15 billion higher than forecast, leading to a 10.83% decline in its share price to $198.85 on December 11.

1 day ago

Press Release

Oracle faces securities fraud class action lawsuit

ORCL

Legal Proceedings

Law firm Kessler Topaz Meltzer & Check, LLP filed a securities fraud class action lawsuit against Oracle for purchases of common stock between June 12 and December 16, 2025.
Complaint alleges Oracle made material misstatements and omissions about its AI data center capabilities, CapEx spending, and expected revenue growth, creating risks to debt, credit rating, and free cash flow.
The lawsuit, Barrows v. Oracle Corporation, is pending in the U.S. District Court for the District of Delaware (Case No. 1:26-cv-00127-JLH).
Investors have until April 6, 2026 to move the court to serve as lead plaintiff and are encouraged to contact KTMC at no cost.

1 day ago

Press Release

Rimini Street announces Q4 and full-year 2025 results

ORCL

Earnings

Record RPO of $652.9 million, up 11.1% YoY as of December 31, 2025
ARR grew 3.1% YoY (adjusted for PeopleSoft services) for full year 2025
Q4 2025 revenue was $109.8 million, down 3.9% YoY
Full-year 2025 revenue stood at $421.5 million, down 1.7% YoY; excluding PeopleSoft services, up 1.0%
2025 operating income reached $59.9 million, versus a $32.1 million loss in 2024

6 days ago

Press Release

Oracle faces class action over AI infrastructure CapEx claims

ORCL

Legal Proceedings

Kessler Topaz Meltzer & Check filed a securities fraud class action against Oracle alleging it misled investors on AI-related CapEx driving rapid revenue growth.
The Class Period covers purchases between June 12, 2025 and December 16, 2025, and affected investors may move to be lead plaintiff by April 6, 2026.
The suit, Barrows v. Oracle Corporation, Case No. 1:26-cv-00127-JLH, is pending in the U.S. District Court for the District of Delaware.

6 days ago

Press Release

Oracle faces class action suit over AI infrastructure spending

ORCL

Legal Proceedings

Bragar Eagel & Squire, P.C. reminds investors that a class action has been filed against Oracle Corporation, covering the period June 12 to December 16, 2025, with a lead plaintiff deadline of April 6, 2026.
The complaint alleges Oracle’s AI infrastructure strategy will require massive CapEx increases without equivalent near-term revenue growth, creating risks to its debt, credit rating, free cash flow, and ability to fund projects.
Investors are encouraged to petition the court to serve as lead plaintiff by the deadline; more information is available at the firm’s website.

Feb 19, 2026, 10:54 PM

Press Release

Oracle faces class action over AI spending disclosures

ORCL

Legal Proceedings

On February 17, 2026, Pomerantz LLP announced a class action against Oracle (NYSE: ORCL), advising investors who acquired ORCL securities during the Class Period to seek lead plaintiff status by April 6, 2026.
The complaint alleges Oracle’s AI infrastructure strategy led to massive capital expenditure spikes without equivalent, near-term revenue growth, endangering its debt levels, credit rating and free cash flow.
Oracle’s stock fell over 5% after S&P and Rothschild warnings on AI revenue dependence and dropped nearly 11% on December 10, 2025 following Q2 FY 2026 results, with further declines after data-center delays and a $10 billion funding pullout by Blue Owl Capital.

Feb 17, 2026, 9:46 PM

Press Release

Oracle faces securities class action lawsuit

ORCL

Legal Proceedings

The law firm Kessler Topaz Meltzer & Check filed a securities fraud class action against Oracle on behalf of shareholders who acquired stock between June 12, 2025 and December 16, 2025.
Plaintiffs allege Oracle misrepresented its AI infrastructure CapEx would drive accelerated revenue and profit growth, while concealing substantial debt, credit risk and free cash flow issues.
Oracle shares fell after warnings of overreliance on OpenAI, a Rothschild & Co. sell rating, Q2 FY 2026 results missing revenue estimates with elevated CapEx and negative free cash flow, and disclosure of $248 billion in off-balance-sheet lease commitments.
Investors have until April 6, 2026 to seek appointment as lead plaintiff in the action.

Feb 17, 2026, 7:55 PM

Press Release

Oracle faces class action over AI-related disclosures

ORCL

Legal Proceedings

Debt Issuance

Portnoy Law Firm has filed a class action for investors who bought ORCL securities between June 12 and December 16, 2025; lead plaintiff motions are due by April 6, 2026.
The lawsuit alleges Oracle misled investors about its AI expansion, including a $300 billion five-year cloud contract with OpenAI announced on September 10, 2025.
On November 13, 2025, reports of Oracle seeking an additional $38 billion in debt to fund its AI buildout led shares to drop 4.15% to $217.57.
During its December 10, 2025 earnings call, Oracle disclosed fiscal 2026 CapEx would be $15 billion higher than forecast, triggering a 10.83% share-price decline to $198.85.

Feb 17, 2026, 7:25 PM

Press Release

Oracle faces securities fraud lawsuit by Kessler Topaz

ORCL

Legal Proceedings

The law firm Kessler Topaz Meltzer & Check, LLP filed a securities fraud class action against Oracle in Delaware on February 3, 2026.
The suit covers investors who bought Oracle stock between June 12, 2025 and December 16, 2025, alleging the company misled investors about AI infrastructure CapEx driving near-term revenue growth.
Investors must move to serve as lead plaintiff by April 6, 2026.

Feb 17, 2026, 12:30 AM

Press Release

Oracle faces class action over AI infrastructure spending and disclosures

ORCL

Legal Proceedings

Pomerantz LLP filed a class action against Oracle alleging misleading statements about its AI infrastructure strategy, warning it would lead to massive CapEx increases without near-term revenue growth; investors have until April 6, 2026 to seek lead plaintiff status.
The complaint cites warnings from S&P Global Ratings that OpenAI could account for over a third of Oracle’s revenues by FY 2028 and Rothschild & Co. downgrading Oracle to Sell with a $175 target.
Oracle’s Q2 FY 2026 results showed revenue below estimates, CapEx above estimates, and negative free cash flow exceeding $10 billion, prompting an ~11% stock decline.
Subsequent reports highlighted data center completion delays to 2028 and Blue Owl Capital withdrawing funding for a $10 billion OpenAI-serving project.