Ellison’s Oracle Drops 4% After ‘Disappointing’ Guidance—Despite Record Sales

BreakingBusinessEllison’s Oracle Drops 4% After ‘Disappointing’ Guidance—Despite Record SalesByAntonio Pequeño IV,Forbes Staff. Pequeño is a breaking news reporter who covers tech and more.Follow AuthorJun 10, 2026, 05:56pm EDTToplineOracle posted record revenue in its fiscal fourth quarter and full-year 2026 results Wednesday, though the company’s stock is reeling after it delivered flat revenue guidance one analyst called “disappointing.”Ellison's net worth has dropped by over $10 billion in the last two days. Photo by Kimberly White/Getty ImagesKey FactsOracle’s quarterly revenue reached $19.2 billion, up 21% year-over-year, topping analyst estimates of $19.1 billion, while posting $2.11 earnings per share, beating analysts' $1.96 estimate. Cloud infrastructure revenue rocketed for Oracle, jumping 93% to $5.8 billion in the quarter.Vital Knowledge analyst Adam Crisafulli said in a note Oracle’s earnings were "OK," but pointed out the company is still facing a period of "heavy cash outflows as it builds the infrastructure needed to fulfill its backlog," which will require more debt and equity.He also called the company’s 2027 sales guidance “disappointing,” as Oracle reiterated prior guidance of $90 billion in total revenue for the year.Oracle shares closed down more than 2% on Wednesday to $201.26 before diving over 4% in after-hours trading to fall below the $200 mark. if (!window.cnxel) { window.cnxel = {}; window.cnxel.cmd = []; var iframe = document.createElement('iframe'); iframe.style.display = 'none'; iframe.onload = function() { var iframeDoc = iframe.contentWindow.document; var script = iframeDoc.createElement('script'); script.src = '//cd.elements.video/player.js?cid=62cec241-7d09-4462-afc2-f72f8d8ef40a'; script.setAttribute('defer', '1'); script.setAttribute('type', 'text/javascript'); iframeDoc.body.appendChild(script); }; document.head.appendChild(iframe); const preloadResourcesEndpoint = 'https://cds.elements.video/a/pr...