A combination of factors, resulting from years of work positioning the company, including results, guidance, and trends in analysts' sentiment, is driving this market, and it is likely to head higher. Much higher.
Oracle's 4Q FY2025 earnings beat estimates and with FY2026 revenue outlook showing a continued growth reacceleration, likely indicating that a growth inflection point has been reached. The company guided for strong multicloud and OCI revenue momentum, with RPO expected to grow 100% YoY in FY2026, up from 41% in FY2025. The OCI revenue is expected to accelerate further, with 70% YoY growth projected in FY2026, supported by rising demand for AI databases from hyperscalers.
Oracle Analytics Cloud enables organizations to drive business insights and take smarter actions to lead the new era of AI-powered analytics AUSTIN, Texas , June 23, 2025 /PRNewswire/ -- Oracle has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms. For the second year in a row, Oracle was recognized for its Ability to Execute and Completeness of Vision.
Oracle (ORCL -2.73%) stock has been in fine form on the market over the past couple of months, gaining 77% from its April 21 52-week low. And it looks like this technology giant is primed for more upside following the release of its latest quarterly report.
Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI-ready database solutions uniquely position it ahead of competitors, enabling large deals even with customers committed to other cloud providers. Valuation remains attractive versus peers like AWS and Azure, with Oracle delivering faster cloud growth, and a solid dividend yield.
Oracle is rapidly expanding data center capacity with a $25B capital outlay, positioning itself as a leading enterprise cloud and AI infrastructure provider. Enterprise adoption of GenAI and agentic AI is fueling massive data growth, driving strong demand for Oracle's cloud and autonomous database services. Despite justified premium valuation, I recommend patience and waiting for price weakness before building a position; I recently reduced my own holdings.
Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Fireworks AI, Hedra, Numenta, and Soniox experience accelerated performance and cost efficiency with Oracle Cloud Infrastructure AUSTIN, Texas , June 18, 2025 /PRNewswire/ -- AI innovators across the world are using Oracle Cloud Infrastructure (OCI) AI infrastructure and OCI Supercluster to train AI models and deploy AI inference and applications. Fireworks AI, Hedra, Numenta, Soniox, and hundreds of other leading AI innovators have selected OCI for its scalability, performance, cost efficiency, choice of compute instances, and control over where to run their AI workloads.
With market volatility intensifying amid ongoing geopolitical tensions in the Middle East, several stocks are flashing warning signs.
ORCL ramps up AI cloud power with AMD GPUs, fueling 62% OCI revenue growth and a $25B investment push for 2026.
Oracle (ORCL) wants to help aspiring defense contractors make deals with the Pentagon.
LONDON, June 17, 2025 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (Nasdaq: ARQQ) (“Arqit” or the “Company”), a global leader in quantum-safe encryption, today announced it has been selected as a member of the newly established Oracle Defense Ecosystem, a first-of-its-kind global initiative to redefine the delivery of defense and government technology innovation, at the Oracle Defense Tech Summit. Taking place in Austin, Texas, on Tuesday 17 June, the event brings together members of the global defense community, as well as Oracle experts and partners to explore how innovative and emerging technologies can drive modernisation and address critical challenges in a dynamic and uncertain global security landscape.