Optimism surrounding Oracle's (ORCL) cloud and AI infrastructure endeavors pushed its stock to an all-time high of $228 a share on Monday.
Brad Reback, Stifel managing director, joins 'Power Lunch' to discuss Reback's thoughts on Oracle's stock, if it's not too late to invest in the company and much more.
Oracle Corp (NYSE:ORCL, ETR:ORC) shares rose almost 5% on Monday, reaching an all-time high of around $222 on the news it has signed several large cloud services deals, including one which is expected to generate more than $30 billion in annual revenue starting in fiscal year 2028. This deal is one of the largest cloud contracts on record and nearly triples the size of Oracle's current infrastructure business.
Oracle announced a new cloud agreement. Plus, a Stifel analyst is freshly optimistic about the revenue opportunities ahead of the company.
Shares of software name Oracle Corp Inc (NYSE:ORCL) are charging higher, up 5.6% at $221.72, at last glance, after an upgrade from Stifel to "buy" from "hold.
Oracle shares jumped after a recent filing showed a cloud deal that would add over $30 billion annually starting in the fiscal 2028 year. CEO Safra Catz is slated to share the deal news at a company meeting.
Oracle's growth inflection is now a reality, driven by strong demand for OCI, cloud database, and applications, supporting a 20%+ revenue CAGR through 2030. Despite recent share appreciation and near-term free cash flow constraints from heavy capex, I see Oracle's current share price as an attractive long-term entry point. Oracle's competitive edge comes from superior price/performance in OCI, advanced AI-enabled databases, and multi-cloud partnerships with hyperscalers like AWS, Azure, and Google.
ORCL teams up with xAI to deploy Grok models on OCI, boosting cloud revenue growth and fueling future AI adoption.
INTU emerges as a superior stock pick for H2 2025. AI-driven growth and recurring revenues deliver better upside potential.
Oracle Corporation Japan (OTCPK:OCLCF) Q4 2025 Results Conference Call June 27, 2025 3:30 AM ET Company Participants Sivaraman Krishna Kumar - CFO, Corporate Executive Officer & Director Yuki Nishio - Senior Manager of Investor Relations Yuki Nishio [Audio Gap]. Sivaraman Krishna Kumar Thank you very much, Nishio-san.
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.