Oracle Corp (NYSE:ORCL, ETR:ORC)'s shares jumped in US trading overnight after the company released impressive results for the fourth quarter and full financial year, with total quarterly revenues up 11% year-over-year to $15.9 billion. The strong performance was driven by robust demand for Oracle's cloud infrastructure and applications, with cloud revenues climbing 27% to $6.7 billion, marking a major growth area for the company.
Oracle investors are on cloud nine today as the stock reached record heights. The company's fourth-quarter earnings results beat expectations yesterday and projected even more gains in cloud infrastructure.
Oracle Corporation delivered strong Q4 results, beating expectations with double-digit revenue growth and robust demand for its cloud infrastructure business. Investments in AI and cloud are translating into real growth, evidenced by surging RPO and management's confident guidance for FY26 revenue acceleration. Despite operational strength and momentum, Oracle's valuation now limits upside, prompting my rating downgrade from Buy to Hold.
Oracle Corp (NYSE:ORCL, ETR:ORC) shares surged more than 14% to a record high of $201.72 on Wednesday, as analysts praised the software giant's accelerating cloud growth and massive deal backlog, despite concerns over rising capital expenditures and margin pressure. Oracle reported 11% revenue growth for the fourth quarter, up from 8% the previous quarter, and lifted its full-year 2026 revenue growth guidance to 16%.
Analysts say Oracle's spending forecast and business commitments suggest more momentum ahead.
U.S. equities were mixed and little changed at midday as another key measure of inflation, the Producer Price Index (PPI), came in lower than expected. The S&P 500 and Nasdaq advanced, while the Dow Jones Industrial Average was lower.
ORCL jumps as cloud-fueled AI demand lifts Q4 results and outlook, boosting tech ETFs with top Oracle exposure.
ORCL's fiscal fourth-quarter results reflect strength in the cloud infrastructure segment and support for AI workloads.
Oracle NYSE: ORCL has been speaking to the markets for the last two years, and it is time to start listening. The rise of AI has altered its trajectory so significantly that its share price is expected to rise by triple digits over the next year or two.
Oracle Corp (NYSE:ORCL) stock is up 10.4% to trade at $194.64 at last check, after the cloud computing giant reported a fourth-quarter earnings and revenue beat.
Oracle (NYSE:ORCL) recently announced its fourth-quarter results, surpassing Wall Street's expectations. The company reported earnings of $1.70 per share on sales of $15.9 billion, exceeding consensus estimates of $1.64 and $15.6 billion, respectively.
Oracle Corporation (NYSE:ORCL ) Q4 2025 Earnings Conference Call June 10, 2025 5:00 PM ET Company Participants Ken Bond - Senior Vice President of Investor Relations Lawrence J. Ellison - Co-Founder, Chairman & CTO Safra Ada Catz - CEO & Director Conference Call Participants Benjamin Alexander Reitzes - Melius Research LLC Brad Alan Zelnick - Deutsche Bank AG, Research Division John Stephen DiFucci - Guggenheim Securities, LLC, Research Division Mark L.