10 Stocks With Rising Earnings Estimates and Fresh Catalysts

8. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 22 upward EPS revisions and 14 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 30 upward revisions and 5 downward revisions. The ranking is held back by the downward EPS noise, but the revenue revision profile remains strong.

On June 10, Oracle reported fiscal fourth-quarter results and gave a sharply stronger cloud outlook, saying total revenue was expected to grow 27% to 29% and cloud revenue 58% to 64% in USD. The company also reported remaining performance obligations of $638 billion, up sharply year over year, showing that AI infrastructure contracts are still feeding future revenue visibility. The catalyst is Oracle Cloud Infrastructure becoming a larger part of the AI data-center buildout. The risk is that heavy capital spending can pressure cash flow, but the estimate-revision angle is supported by stronger cloud demand rather than a one-off earnings beat.

Oracle Corporation (NYSE:ORCL) provides cloud infrastructure, database software, enterprise applications, and related technology services to businesses and government customers.