Oracle (ORCL) Re-Rated Over 50% in Q2. Here’s Why

Core Viewpoint - Columbia Threadneedle Investments reported strong performance in its "Global Technology Growth Strategy" for Q2 2025, with a composite return of 25.11% gross of fees, outperforming the S&P Global 1200 Information Technology Index's return of 23.66% [1] Company Performance - Oracle Corporation (NYSE:ORCL) demonstrated significant growth, with a one-month return of 33.35% and a 52-week gain of 88.37%, closing at $328.15 per share on September 22, 2025, with a market capitalization of $890.984 billion [2] - Oracle's quarterly results exceeded expectations, and the company announced a substantial cloud deal that could generate up to $30 billion in annual revenue in the coming years, leading to a share price increase of over 50% during the quarter [3] Hedge Fund Interest - Oracle Corporation was held by 124 hedge fund portfolios at the end of Q2 2025, an increase from 97 in the previous quarter, indicating growing interest among institutional investors [4]