Oracle Named a Leader in 2026 Gartner® Magic Quadrant™ for Source-to-Pay Suites

Rhea-AI Summary

Oracle (NYSE: ORCL) was named a Leader in the 2026 Gartner Magic Quadrant for Source-to-Pay Suites on Feb 2, 2026. The recognition cited Oracle Fusion Cloud Procurement for its Ability to Execute and Completeness of Vision.

Oracle highlights embedded AI, analytics, and automation across source-to-pay workflows, including AI agents, supplier management, strategic sourcing, contract lifecycle automation, intelligent search, and integrated source-to-settle capabilities on a single cloud platform.

Positive

• Named Leader in 2026 Gartner Magic Quadrant for Source-to-Pay Suites (Feb 2, 2026)
• Embedded AI agents automate core source-to-pay tasks to speed decision-making
• Integrated source-to-settle capabilities across procurement, finance, and supply chain
• Generative AI for contract lifecycle management to accelerate contract creation and negotiation

Negative

• None.

Key Figures

Publication date: Feb 2, 2026 Gartner report date: Jan 21, 2026 Current share price: $164.58 +3 more

6 metrics

Publication date Feb 2, 2026 Press release date for Gartner Magic Quadrant recognition

Gartner report date Jan 21, 2026 Magic Quadrant for Source-to-Pay Suites publication date

Current share price $164.58 Price before market reaction to Gartner leadership news

Market capitalization $485,587,701,300 Equity value prior to this announcement

Depositary shares offered 100,000,000 Debt-related prospectus supplement for depositary shares in 424B5

ATM capacity $20 billion Equity distribution program size noted in 424B5

Market Reality Check

Price: $164.58 Vol: Volume 23,955,198 is clos...

normal vol

$164.58 Last Close

Volume Volume 23,955,198 is close to the 20-day average of 23,478,216 (relative volume 1.02x). normal

Technical Shares at $164.58 are trading below the 200-day MA at $219.6, down 2.62% on the day.

Peers on Argus

ORCL fell 2.62% while several close software peers also traded lower: PLTR -2.31...

ORCL fell 2.62% while several close software peers also traded lower: PLTR -2.31%, MSFT -2.02%, FFIV -1.73%, NTAP -1.75%. PANW was an outlier, up 1.29%. Scanner data shows no coordinated sector momentum, suggesting this leadership recognition is being absorbed against a generally weak but mixed peer backdrop rather than a strong sector-wide move.

Historical Context

5 past events · Latest: Jan 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 29	AI platform launch	Positive	-2.2%	Announced Life Sciences AI Data Platform with 129M+ de-identified EHR records.
Jan 29	Customer win	Positive	-2.2%	OPERA Cloud approved by IHG as a property management option across regions.
Jan 27	Healthcare deployment	Positive	-4.1%	Alrajhi Medicine adopts Oracle Health EHR and Fusion Cloud to unify operations.
Jan 26	Safety platform deal	Positive	+3.0%	Voisin Consulting selects Oracle Argus to enhance global pharmacovigilance.
Jan 15	Earnings scheduling	Neutral	+0.7%	Globe Life schedules Q4 2025 earnings release and conference call dates.

Pattern Detected

Recent Oracle product and partnership announcements with positive framing have often seen mixed-to-negative next-day price reactions, indicating a tendency for the stock to trade lower on upbeat operational news, with occasional aligned upside moves.

Recent Company History

Over the past few weeks, Oracle has highlighted multiple innovation and customer-adoption milestones. On Jan 29, it launched the Oracle Life Sciences AI Data Platform, and separately announced OPERA Cloud’s approval by IHG Hotels & Resorts, yet the stock declined around those dates. Earlier, Oracle secured healthcare and pharmacovigilance wins with Alrajhi Medicine and Voisin Consulting, showing ongoing traction for Fusion Cloud and Argus. Today’s Gartner® Magic Quadrant™ leadership recognition for Oracle Fusion Cloud Procurement fits this pattern of third-party validation and expanding AI-driven cloud capabilities.

Market Pulse Summary

This announcement highlights Gartnerae Magic Quadrantae leadership for Oracle Fusion Cloud Procure...

Analysis

This announcement highlights Gartnerae Magic Quadrantae leadership for Oracle Fusion Cloud Procurement, emphasizing embedded AI, analytics, and automation across source-to-pay workflows. It adds to a series of recent AI- and cloud-focused milestones and customer wins reported in late January. At the same time, regulatory filings detail new preferred equity and an at-the-market program of up to $20 billion, underscoring active capital-raising tools. Investors may watch how future deals, customer traction, and AI adoption trends interact with this recognition over time.

Key Terms

source-to-pay, embedded ai, ai agents, generative ai, +4 more

8 terms

source-to-pay technical

"2026 Gartnerae Magic Quadrantae for Source-to-Pay Suites for Oracle Fusion Cloud"

Source-to-pay is the end-to-end process a company uses to find and vet suppliers, negotiate terms, buy goods or services, and complete payment. Investors care because a smooth source-to-pay system controls costs, reduces supplier and compliance risks, and speeds cash management—much like a household that shops smartly, secures good deals, and pays bills on time to keep its budget healthy.

embedded ai technical

"Oracle Procurement helps organizations turn data into action with embedded AI and analytics"

Embedded AI is artificial intelligence built directly into a device, machine, or software rather than running only in the cloud; think of it as a small “brain” inside a product that can make decisions, recognize patterns, or automate tasks on its own. For investors, embedded AI can change a company’s competitive edge, cost structure and recurring revenue potential by enabling smarter products, lower latency and improved privacy, while also introducing hardware, software and regulatory risks.

ai agents technical

"Accelerate procurement execution with AI agents: Embedded AI agents drive faster decision-making"

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

generative ai technical

"Streamline contract lifecycle management with generative AI: Contract authoring tools accelerate"

Generative AI is a type of computer technology that can create new content, like text, images, or music, on its own. It’s important because it can produce realistic and useful material quickly, which could change how we create art, write stories, or even develop new products. Think of it as a smart robot that can invent and produce things almost like a human.

contract lifecycle management technical

"Streamline contract lifecycle management with generative AI: Contract authoring tools"

Contract lifecycle management is the organized process of creating, approving, storing and enforcing business contracts from start to finish, like a digital filing system and checklist that tracks each stage until a contract expires or is renewed. Investors care because efficient management reduces legal and operational risks, speeds revenue recognition and cost savings, and makes a company’s future cash flow and compliance more predictable — similar to keeping clear records that help avoid costly surprises.

magic quadrant technical

"Oracle has been named a Leader in the 2026 Gartnerae Magic Quadrantae for Source-to-Pay"

A magic quadrant is a two-dimensional chart that places companies in a market into four groups based on how well they perform today and how strong their future plans look; think of it like a map that shows who is leading, who is catching up, who specializes in niches, and who has big ideas but unproven delivery. Investors use it to quickly gauge competitive position, credibility, and potential growth or risk when comparing companies in the same industry.

predictive technical

"take advantage of the cloud and the latest advancements in predictive, generative, and agentic AI"

Predictive describes information, models, or indicators designed to forecast a future outcome or behavior based on past and current data. For investors, predictive tools act like a weather forecast for markets or a company's prospects: they help anticipate risks and opportunities so decisions can be timed or sized more effectively, though they are not guarantees and depend on the quality of the underlying data and assumptions.

agentic ai technical

"latest advancements in predictive, generative, and agentic AI to break down organizational silos"

Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.

AI-generated analysis. Not financial advice.

Embedded AI, analytics, and automation help Oracle Fusion Cloud Procurement set the pace for modern source-to-pay execution

AUSTIN, Texas, Feb. 2, 2026 /PRNewswire/ -- Oracle has been named a Leader in the 2026 Gartner^® Magic Quadrant^™ for Source-to-Pay Suites for Oracle Fusion Cloud Procurement. Oracle was recognized based on its Ability to Execute and Completeness of Vision. A copy of the report is available here. 

"Procurement leaders are under increasing pressure to move faster, operate more efficiently, and make smarter decisions in an environment defined by volatility and complexity," said Tom Anthony, vice president, procurement product strategy, Oracle. "Oracle Procurement helps organizations turn data into action with embedded AI and analytics that streamline source-to-pay processes, increase spend visibility, and enhance supplier collaboration. We believe being named a Leader in this report reflects our continued focus on innovation, execution, and helping customers drive measurable business outcomes."

Part of Oracle Fusion Cloud Applications, Oracle Procurement helps organizations reduce risk, optimize savings, and improve profitability. With integrated source-to-settle capabilities and embedded AI, it enables organizations to automate finance and supply chain processes, conduct smarter sourcing, strengthen supplier relationships, and simplify buying. With Oracle Procurement, organizations can:

• Accelerate procurement execution with AI agents: Embedded AI agents drive faster decision-making, reduce manual effort, and support consistent execution across procurement workflows by automating core source-to-pay tasks, including product and supplier recommendations, requisition creation, approvals, and exception handling.
• Improve agility with AI-driven supplier management: Dynamic supplier management tools provide real-time visibility into supplier health and performance and anticipate risk by supporting onboarding, qualification, and monitoring through self-service collaboration tools.
• Drive greater value with AI-augmented strategic sourcing: Advanced analytics identify cost reduction opportunities, accelerate deal cycles, and enable more effective negotiations by recommending sourcing strategies, selecting suppliers, and summarizing key insights.
• Simplify complex requisitions and ordering with AI: Requisition and purchase order capabilities accelerate procurement processing and improve fulfillment accuracy by streamlining complex buying across multiple suppliers and locations, while creating tighter integration with item and supplier data.
• Streamline contract lifecycle management with generative AI: Contract authoring tools accelerate contract creation and help reduce legal overhead with AI-powered policy insights that support negotiations, amendments, and lifecycle management.
• Enhance purchasing efficiency with intelligent search: Self-service capabilities streamline the buying experience and increase spend control with AI-powered search and automated purchase order creation and invoice processing.

Oracle Fusion Applications enables organizations to take advantage of the cloud and the latest advancements in predictive, generative, and agentic AI to break down organizational silos, standardize processes, and manage finance, HR, supply chain, and customer experience data on a single integrated cloud platform. To learn more about Oracle Fusion Applications, visit www.oracle.com/applications.

Gartner Disclaimer
Gartner, Inc., Magic Quadrant for Source-to-Pay Suites, Micky Keck, Kaitlynn Sommers, Lynne Phelan, Magnus Bergfors, Alex Brady, 21 January 2026.

Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any vendor, product, or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

About Oracle Fusion Cloud Applications
Oracle Fusion Cloud Applications provide an integrated suite of AI-powered cloud applications that enable organizations to execute faster, make smarter decisions, and lower costs. Oracle Fusion Applications include:

• Oracle Fusion Cloud Enterprise Resource Planning (ERP): Provides a comprehensive suite of AI-powered finance and operations applications that help organizations increase productivity, reduce costs, expand insights, improve decision-making, and enhance controls.
• Oracle Fusion Cloud Human Capital Management (HCM): Provides a unified AI-powered HR platform that connects all people-related processes and data to help organizations automate tasks throughout the employee lifecycle, improve the employee experience, and give HR leaders actionable workforce insights.
• Oracle Fusion Cloud Supply Chain & Manufacturing (SCM): Provides a unified AI-powered platform that integrates supply chain and operations processes and helps organizations enhance resilience and quickly adapt to market changes.
• Oracle Fusion Cloud Customer Experience (CX): Provides a suite of AI-powered applications that helps organizations manage marketing, sales, and service processes to win business, build stronger customer relationships, and improve customer experiences.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.

Trademarks
Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

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SOURCE Oracle

FAQ

What does Gartner naming Oracle (ORCL) a Leader in the 2026 Magic Quadrant mean for customers?

Being named a Leader indicates strong execution and vision according to Oracle and Gartner. According to Oracle, the designation reflects product maturity, embedded AI, and integrated source-to-pay capabilities that can support scale and automation across procurement operations.

Which Oracle Fusion Cloud Procurement features did Gartner highlight for ORCL in 2026?

Gartner recognized AI, analytics, and automation features according to Oracle. According to Oracle, highlighted features include embedded AI agents, AI-driven supplier management, AI-augmented strategic sourcing, generative AI for contracts, and intelligent search.

How might Oracle's 2026 Gartner recognition affect procurement automation decisions for buyers of ORCL?

The Leader placement may support procurement technology selection processes by signaling vendor strength and roadmap clarity. According to Oracle, customers can expect integrated source-to-settle capabilities and AI-driven tools that aim to reduce manual effort and improve spend visibility.

Does Oracle (ORCL) say its Fusion Cloud Procurement uses generative AI for contracts?

Yes — Oracle describes generative AI for contract lifecycle management according to the company. According to Oracle, generative AI accelerates contract creation, provides policy insights, and supports negotiations, amendments, and lifecycle tasks to reduce legal overhead.

Where can investors and buyers find more details about Oracle's 2026 Gartner recognition for ORCL?

Oracle recommends consulting the Gartner Magic Quadrant report and Oracle application pages for details according to the company. According to Oracle, additional information on Oracle Fusion Applications and procurement capabilities is available at the Oracle applications website.