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 (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.
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.
The program aims to help smaller technology vendors access Defense Department customers and further entrench the software giant's cloud platform.
ORCL's Q4 AI growth is impressive but premium valuation suggests holding existing positions while new investors await better fiscal 2026 entry points.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Examine the evolution of Oracle's (ORCL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.