NEW YORK, December 29, 2025, 16:43 ET — After-hours
- Oracle shares fell 1.3% late Monday as an SEC filing showed a planned sale by an Oracle executive.
- The stock underperformed several large software peers in a thin, year-end session.
- Investors remain focused on Oracle’s AI-related spending plans and the next earnings update.
Oracle shares fell 1.3% in after-hours trading on Monday to $195.38, after an SEC filing showed an Oracle executive filed to sell a block of shares.
The disclosure matters because trading has been thin into year-end, when incremental flows can push large-cap software names around. It also keeps attention on insider activity at a time when investors are debating how quickly Oracle’s cloud growth will translate into cash generation.
Oracle has positioned its cloud business as a supplier of computing capacity for artificial intelligence workloads, but that push requires heavy capital expenditures — spending on data centers and equipment — that can pressure free cash flow if demand or pricing slips.
U.S. stocks ended lower on Monday, with the Nasdaq down 0.5% and the S&P 500 off 0.35% as the holiday-shortened week began. “In light volume trading, we’re seeing a reversal of what we saw over the last couple of days,” said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management. Reuters
Oracle lagged several large software peers in the session, while chipmaker Nvidia, a bellwether for AI-linked trade, fell about 1.2%.
The SEC filing was a Form 144, a notice used when an affiliate plans to sell restricted or control securities under Rule 144. A submission dated Dec. 29 showed Mark Hura, an Oracle officer and president of global field operations, filed to sell up to 15,000 Oracle shares, valued at about $3.0 million.
The filing does not guarantee a sale will occur, but it can draw attention because it signals intent to sell and includes the maximum number of shares covered by the notice.
Oracle’s stock has been volatile in December after the company’s latest quarterly update, when investors weighed strong cloud-growth metrics against a step-up in spending. Oracle said in its fiscal second-quarter release that remaining performance obligations — a measure of contracted revenue not yet recognized — stood at $523 billion.
Earlier this month, Oracle also denied a media report that it was delaying OpenAI-related data-center projects, underscoring how closely traders are tracking the company’s AI infrastructure buildout.
Looking ahead, investors will watch for the next earnings timetable and any guidance on capital spending and cloud demand. Oracle’s investor-relations materials indicate its fiscal third-quarter results are expected in mid-March 2026, while the company has also flagged a $0.50 quarterly dividend with a Jan. 9, 2026 record date and a Jan. 23, 2026 payment date.
For the near term, traders are watching whether Oracle holds above Monday’s intraday low near $193 and whether the stock can reclaim the $200 level as markets head into the final sessions of the year.
