Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTRich DupreySun, September 13, 2026 at 4:53 PM GMT+2 5 min readQuick ReadLarry Ellison canceled a $7.5B plan to sell 50M ORCL shares, signaling he views the stock as undervalued after a 22% year-to-date drop.Oracle's AI cloud business exploded 121% year over year, pushing Remaining Performance Obligations to $664B and full-year revenue guidance to $90B.Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.The controlling shareholder of one of Wall Street's largest AI infrastructure builders just walked away from cashing in $7.5 billion of stock. That decision, more than any single line in the quarterly filing, tells long-term holders where Larry Ellison thinks Oracle (NYSE:ORCL) is headed next.24/7 Wall St.ORCL Price Target — 24/7 Wall St.A $7.5 Billion SignalThe number is $7.5 billion, the approximate value of the Oracle stock Ellison had authorized himself to sell before backing out. Under a Rule 10b5-1 trading plan adopted June 22, 2026, the Executive Chair and Chief Technology Officer could have sold up to 50 million shares through October 24. In a regulatory filing on Sept. 11, Oracle disclosed the plan had been canceled, and the company confirmed it publicly the next day. No shares were sold under the plan, and no other plans to sell Oracle stock were disclosed. Oracle offered no reason for the cancellation.What It MeansInsider trading plans of this size do work as market signals. A preannounced sell program from a controlling shareholder creates an overhang, the constant expectation that shares will hit the market at scheduled intervals. Ellison has historically sold very little stock, and the plan itself was unusual for him. Canceling it removes the overhang entirely.Free Report, Just ReleasedWhy Didn't ORCL Make The Top 10 List?24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now.And ORCL didn't make the cut!The report is free, and you can see why we think each stock is a top investment today.Enter Your Email and See the Ten →Context matters. Oracle stock had fallen roughly 16% to 18% since the plan was adopted in late June, and a person close to Ellison said he views the shares as undervalued. Selling into weakness would have locked in reduced value on a stake worth billions. Pulling the plan preserves optionality on a rebound and, more importantly for outside holders, delivers a public signal of conviction from the person who knows Oracle's AI cloud pipeline better than anyone.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info