oracle ORCL recently announced new AI agents within Oracle Fusion Cloud Applications aimed at accelerating decision-making for supply chain leaders and improving efficiency across planning, sourcing, manufacturing, maintenance, and logistics. Announced at Oracle AI World in Mumbai on February 10, 2026, the agent is built using Oracle AI Agent Studio for Fusion Applications and runs on Oracle Cloud Infrastructure at no additional cost to existing customers.
New agents built into Oracle Fusion Cloud Supply Chain & Manufacturing include a planning cycle agent to automate task coordination, a component replacement agent to streamline product lifecycle management, and additional agents across inventory, logistics, order management, and maintenance workflows. It builds on the Fusion Applications AI Agent Marketplace that Oracle launched in October 2025, introducing partner-built agent templates supported by over 32,000 certified AI agent experts.
Oracle’s fiscal 2026 second-quarter financial results highlight the company’s cloud drive. Total revenue increased 14% year over year to $16.1 billion, and cloud revenue (IaaS and SaaS) increased 34% to $8.0 billion. Cloud applications (SaaS) revenue increased 11% to $3.9 billion, with strategic back-office applications accounting for $2.4 billion, an increase of 16%. Non-GAAP earnings per share increased 54% to $2.26. New initiatives from Meta, NVIDIA and others drove RPO up 438% to $523 billion.
Management maintained its full-year 2026 revenue outlook at $67 billion and predicted third-quarter cloud revenue growth of 40% to 44%. AI Agent strengthens Oracle’s enterprise software value proposition and increases its ability to drive meaningful and incremental SaaS adoption as competition in the enterprise AI space increases.
How cloud competitors are getting stronger
Oracle faces stiff competition in the enterprise AI agent space. alphabet Google owned by GOOGL and microsoft Both MSFTs are actively incorporating agent AI into their cloud application suites. Microsoft is deploying autonomous AI agents across Dynamics 365 for sales, customer service, field service, and finance through release wave 2 in 2025, while also releasing Agent 365 as a centralized control plane and Copilot Studio for enterprise-scale agent deployment. Meanwhile, Google is expanding its Vertex AI agent engine and agent development kit, and its 2026 AI Agent Trends report predicts 70% of enterprise adoption of agent AI integrated into CRM and ERP systems. Google also introduced the Agent2Agent protocol to enable cross-platform interoperability. While Microsoft leverages its established Dynamics 365 and Microsoft 365 ecosystems and Google leverages its AI model leadership through Gemini, Oracle’s differentiation lies in embedding agents natively within Fusion Cloud applications at no additional cost, backed by a growing AI agent marketplace and over 32,000 certified agent experts.
ORCL Price Performance, Ratings and Quotes
Oracle’s stock has declined 37.8% over the past six months, lagging the Zacks Computer & Technology sector’s rise of 10.2% and the Zacks Computer Software industry’s decline of 24.3%.
ORCL 6-month price performance
From a valuation perspective, ORCL stock currently trades at a premium of 28.15x trailing 12-month price-to-earnings ratio, above the industry average of 26.41x. Oracle has a Value Score of D.
ORCL evaluation
The Zacks Consensus Estimate for ORCL’s fiscal 2026 earnings is pegged at $7.46 per share, with an upward revision of 0.5% within the past 30 days. This profit figure suggests a growth of 23.71% compared to the figures reported in FY2025.
Oracle price and consensus
Oracle price consensus chart |Oracle quote
ORCL stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
This article originally appeared on Zacks Investment Research (zacks.com).
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