Oracle unveiled new AI agents in its Fusion Cloud Applications to enhance supply chain efficiency. Revenues for Q2 FY 2026 jumped 14% to $16.1 billion, with cloud revenues surging 34% to $8.0 billion. Oracle maintained full-year revenue guidance at $67 billion and expects third-quarter cloud revenue growth of 40-44%.

Competition in the enterprise AI agent space heats up as Google and Microsoft embed agentic AI into their cloud application suites. Google’s AI Agent Engine and Agent Development Kit, along with Microsoft’s Agent 365 and Copilot Studio, pose challenges. Oracle differentiates itself by embedding agents natively within Fusion Cloud Applications.

Oracle’s stock price has declined by 37.8% in the past six months, underperforming the sector and industry. With a trailing P/E ratio of 28.15x, higher than the industry average, and a Value Score of D, Oracle’s valuation indicates a premium. The Zacks Consensus Estimate for FY 2026 earnings is $7.46 per share, reflecting a 23.71% growth over FY 2025.

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Read more at Nasdaq: Oracle Unveils AI Agents for Fusion Apps: Will it Boost Prospects?