Oracle Stock Price Today: The headline you shared is partially inaccurate, as Larry Ellison has officially cancelled his trading plan to sell $7.5 billion of Oracle Corp. (NYSE: ORCL) stock. On September 11, 2026, regulatory filings originally revealed that Ellison had adopted a 10b5-1 trading plan back in June to sell up to 50 million shares. However, on Saturday, September 12, 2026, Oracle formally announced that Ellison terminated the plan immediately; no stock was sold, and he has no further intention to sell any of his holdings.
Even though the massive stock sale was cancelled, the surrounding concerns regarding Oracle’s heavy cash burn and massive debt obligations remain highly relevant for investors.
Oracle Stock Price Today
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Ticker Symbol: NYSE: ORCL
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Last Close Price: $150.28
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52-Week Range: $114.50 – $329.50
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Market Capitalization: $432.88 Billion
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P/E Ratio: 24.44x
Oracle Stock Price Today: High Growth vs. Massive Cash Burn
Oracle is undergoing a fundamental shift, moving from a legacy database firm into a critical AI cloud infrastructure provider. The financial numbers from its recent fiscal Q1 2027 earnings report illustrate two sharply contrasting realities:
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The Bull Case: Total revenue rose 30% year-over-year to $19.3 billion. Most notably, Oracle Cloud Infrastructure (OCI) revenue surged 121% to $7.4 billion due to insatiable AI training demand from tech giants like OpenAI and Meta. The company boasts a monumental $664 billion backlog in Remaining Performance Obligations (RPO).
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The Bear Case: Oracle is aggressively spending ahead of its actual incoming cash. Capital expenditure ballooned to $28.5 billion for the single quarter, resulting in a negative free cash flow of $5.4 billion. Gross margins also compressed from 66% to 61% sequentially, confirming that AI hardware infrastructure is inherently lower-margin than Oracle’s legacy software licensing business.
Oracle Stock Price Today: Stock Price Action & Recent Context
Oracle stock (NYSE: ORCL) has faced high volatility recently:
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Latest Closing Price: The stock closed its last trading session down 1.74% at $150.28 per share.
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Intraday Swings: On Friday, September 11, the stock opened significantly higher at $164.43 but faced intense downward pressure throughout the day, hitting an intraday low of $149.84.
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Broader Trend: The stock is currently trading closer to its 52-week low of $114.50 than its all-time high of $329.50, reflecting a broader ~20% correction this year.
Oracle Stock Price Today: Cancelled 10b5-1 Trading Plan
The sequence of events unfolded rapidly over 24 hours, shifting investor sentiment:
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June 22, 2026: Larry Ellison quietly adopted a 10b5-1 pre-scheduled trading plan. These plans are standard for corporate executives to sell a predetermined amount of stock over time to avoid insider trading allegations. At the time of adoption, Oracle shares were trading around $175.07.
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Friday, September 11, 2026: The trading plan was publicly disclosed in a regulatory SEC filing. It authorized Ellison to sell up to 50 million shares (roughly $7.5 billion at recent prices) with an expiration date of October 24, 2026. Because Ellison has historically never sold more than 25,000 shares at a time, the market viewed this massive $7.5 billion allocation as an alarming signal.
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Saturday, September 12, 2026: Less than 24 hours after the public learned of the plan, Oracle Corporation issued a formal press release announcing that Ellison had completely cancelled the 10b5-1 plan. The company confirmed that zero shares were sold under the arrangement and that Ellison has no intention to liquidate any of his holdings moving forward.
Oracle Stock Price Today: Restructuring Costs & Capex
Beyond Ellison’s headline-grabbing filing, institutional investors are carefully pricing in underlying balance sheet movements from the latest earnings release:
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Growing Restructuring Costs: Concurrently with the stock filing, Oracle disclosed an increase to its “2026 Restructuring Plan” costs by an additional $700 million, lifting the total program budget to $2.8 billion. This money is largely going toward severance packages for ongoing corporate layoffs as Oracle pivots staff into its specialized AI cloud wings.
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The Funding Question: Even though Oracle’s Q1 2027 revenue beat expectations at $19.3 billion, capital expenditure remains incredibly steep to build out its physical data centers. Some relief came as the company highlighted that $11.36 billion of its $28.5 billion quarterly capex was covered directly by upfront prepayments from major enterprise AI customers, which has somewhat relieved immediate liquidity fears.
Oracle Stock Price Today: What Investors Should Keep in Mind
If you are evaluating Oracle or high-exposure AI tech stocks in this environment, it is critical to frame your risk efficiently:
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Total Capital Loss Warning: Tech companies transitioning aggressively to capital-intensive hardware models carry amplified risk. If market utilization shifts, margins compress permanently, or key customers experience funding issues, the downside can be dramatic—as seen by Oracle stock falling over 50% from its historic peak in late 2025.
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Fundraising and Dilution Diligence: Oracle is actively turning to the debt and equity markets to keep its AI engine running, planning to raise $40 billion to $50 billion this fiscal year through bond issuance and at-the-market equity programs. Shareholders must remember that rapid growth creates less per-share value if individual ownership stakes are continually diluted.
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The Founder’s True Alignment: While the initial news of a $7.5 billion filing rattled sentiment, Ellison’s immediate cancellation signals structural alignment with the company’s long-term timeline. He remains Oracle’s largest individual shareholder, controlling roughly 40% of the firm (1.1 billion shares).
Oracle Corporation founder Larry Ellison entirely cancelled his planned 10b5-1 trading arrangement to sell up to 50 million shares valued at $7.5 billion. No shares were sold, and Ellison confirmed he maintains no current intent to divest his majority stake amid the company’s aggressive pivot toward artificial intelligence cloud infrastructure.
