A month has gone by since the last earnings report for Oracle (ORCL) . Shares have added about 17.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Oracle due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Oracle Q4 Earnings Beat Estimates, Revenues Rise Y/YOracle reported ...

Group 1 - Oracle Corp is expected to benefit from increasing enterprise demand for AI infrastructure, leading to an upgrade in rating to Overweight and a price target increase from $190 to $270 [1] - The analyst noted that net spending intentions for CIOs on Oracle OCI increased to 27% from 18% in the previous survey, indicating a growing enterprise appetite [2] - Earnings estimates for fiscal 2026 and 2027 were raised from $6.60 to $6.65 per share and from $7.91 to $8 per share, respectively [3] Group 2 - The bullish AI infrastructure spending backdrop is anticipated to contribute additional growth opportunities alongside the existing OpenAI-Stargate agreement, which is expected to support triple-digit backlog growth during fiscal 2026 [1][2] - At the time of publication, Oracle shares had risen by 0.22% to $235.83 [3]

智通财经APP获悉，本周，华尔街投行Piper Sandler的分析师Brent Bracelin上调了对甲骨文的评级， 从"中性"调升至"增持"，目标价也从190美元大幅上调至270美元。甲骨文(ORCL.US)是科技行业中资历 最老的公司之一，2025年以来其股价走势强劲。截至目前，今年该股已累计上涨41%。 不过，Piper Sandler也提醒投资者，甲骨文在AI和云基础设施领域的对手同样不容小觑。在7月的调查 中，微软(MSFT.US)旗下的Azure平台也表现出色，计划增加Azure云支出的企业占比，从去年12月的 24%上升至30%。连同亚马逊AWS和谷歌云平台(GOOG.US,GOOGL.US)，甲骨文与微软共同组成了所 谓"云基础设施四巨头"。 除了调高甲骨文的评级和目标价，Bracelin还维持对微软的"增持"评级，并将其目标价从475美元上调至 600美元。 Bracelin认为，这不仅说明"Stargate"项目引发了市场兴趣，还显示甲骨文在企业客户中的渗透力正在增 强。 事实上，甲骨文高层对公司的未来也表现出极大信心。公司在6月中旬的财报电话会上表示，预计今年 未确认收入的积压将增长 ...

Core Viewpoint - Oracle Corp has experienced significant stock growth, climbing by 67% over the past year, driven by its cloud database services and strategic partnerships, although there are concerns about overvaluation and potential margin pressures [1][2][10]. Group 1: Financial Performance and Growth - Oracle's cloud database services have become a major revenue source, achieving a 31% year-over-year growth in the latest quarter, totaling $2.6 billion [5]. - The company projects a 24% growth rate for its cloud and MultiCloud divisions in fiscal 2025, increasing to over 40% in fiscal 2026, with cloud infrastructure growth expected to rise from 50% to 70% [3]. - MultiCloud database revenue from major providers like Amazon, Google, and Azure increased by 115% sequentially in the fourth quarter of fiscal 2025 [4]. Group 2: Strategic Initiatives and Partnerships - A new MultiCloud deal announced through Form 8-K is projected to generate over $30 billion annually, which is significant compared to Oracle's total revenue of $57.4 billion for fiscal 2025 [7]. - Partnerships with AI companies such as Kanverse.ai and PrimeVigilance are expected to enhance Oracle's presence in the cloud industry [7]. Group 3: Capital Expenditures and Valuation Concerns - Oracle's capital expenditures for fiscal 2026 could exceed $25 billion, which may stretch available capital as the company aims to maintain dividends and engage in share buybacks [8]. - The company's trailing P/E ratio of 54.1 is significantly higher than it was in mid-2024, indicating that the market may have already priced in some growth benefits [10]. - Concerns about steep discounts of 75% on services to U.S. federal government agencies could pressure margins and unsettle investors [9].

Key Takeaways Oracle Database@AWS launch completes hyperscaler partnerships, driving 40.4% YTD stock surge. ORCL's Q4 2025 cloud infrastructure revenues surged 52%, with total revenues reaching $15.9 billion. Oracle's $30 billion OpenAI deal validates AI infrastructure capabilities and competitive edge.Oracle Corporation (ORCL) reached a critical inflection point with its Oracle Database@AWS launch, completing partnerships across all major hyperscalers, including Amazon (AMZN) , and positioning the compan ...

智通财经APP获悉，华尔街金融巨头杰富瑞将甲骨文(ORCL.US)的目标价从220美元大幅上调至270美 元，并维持"买入"评级，理由是"大型云计算交易"正在加速公司业绩增长。截至周二美股收盘，甲骨文 股价上涨近1%至234.50美元，盘中创下历史最高价位241.439美元，自6月公布强劲业绩展望以来股价涨 幅超过40%。 由布伦特·希尔(Brent Thill)领导的杰富瑞分析师团队指出，甲骨文最近的几笔大型云计算交易(包括一份 将在2028财年每年带来逾300亿美元销售额的合同)，标志着该公司在向超大规模云厂商转型方面迈出了 关键一步，并且市场份额有望更加接近亚马逊AWS以及微软Azure这两大超级云巨头。 杰富瑞分析团队表示，这些大型交易的规模意味着，市场对2028财年甲骨文云计算基础设施即服务(即 IaaS)业务销售额和总销售额分别为460亿美元和930亿美元的共识预期存在显著上行空间，同时大幅降 低了公司2029财年总销售额达到1040亿美元目标的实现风险。 分析师们补充表示，甲骨文在一众云计算领军者中依旧鹤立鸡群，没有任何其他大型软件公司或者聚焦 于IaaS与SaaS的云计算公司能实现逾100%的 ...

电子行业动态 Oracle 签 300 亿美元大单，英伟达算力需求旺盛 2025 年 07 月 09 日 ➢ 事件：7 月 1 日，据新浪财经报道，Oracle 公开表示已签署多项大型云服务 协议，其中一项关键订单预计自 2028 财年起，每年将为公司带来超过 300 亿美 元的营收，约占 2025 财年总收入的 52%，相当于公司 OCI 业务收入的近三倍。 为满足大体量算力需求，Oracle 已采购约 40 万张英伟达 GB200 高端算力卡， 成为全球第二大 NV 算力卡持有者。我们此前持续强调英伟达 GB200 出货节奏 改善，而 Oracle 订单超预期，验证了英伟达的 GPU 算力需求旺盛。 ➢ 除了传统云厂商的需求以外，英伟达 GPU 还有三大需求场景。Oracle 的算 力供给更偏重租赁，其主要需求由第三方大模型训练、主权 AI 建设和 To B 定制 化私有云三大应用场景驱动——1）第三方 LLM 训练：以 OpenAI、Anthropic 等为代表的 AI 公司正在推进超大参数量模型的开发训练，对高密度通用算力资 源的需求持续攀升；2）主权 AI：随着数据安全和技术自主的战略地位提升，欧 ...

CHINA - 2025/06/15: In this photo illustration, the logo of Oracle is seen displayed on the screen ... More of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images With a 43% increase year-to-date (YTD), Oracle stock (NYSE:ORCL) has performed significantly better than the broader S&P 500 index, which has risen by 7%. This outperformance can be partly linked to the increasing demand for Oracle’s cloud services amidst the AI boom ...

polymarket has a $142M market about to resolve wrong because UMA oracle voters are ignoring reuters, bbc, washington post all confirming the same thingone trader has $5.8M riding on "no" and somehow the oracle is voting his way despite all evidencefresh $200M funding round and this is the infrastructure? deadline in 13 hours and everyone just watching this manipulation happen in real time. not even trying to hide the discord coordination anymore ...

Core Viewpoint - Oracle has experienced a significant stock market rally, gaining 60% over the past three months, driven by strong performance in its cloud infrastructure business and a new deal expected to generate over $30 billion in annual revenue starting in fiscal 2028 [1][2]. Group 1: Financial Performance - In fiscal 2025, Oracle reported $44 billion in cloud services and license support revenue, marking a 12% increase, largely due to rising demand for its cloud infrastructure for AI workloads [4]. - Revenue from the Oracle Cloud Infrastructure (OCI) segment surged 51% to $10.2 billion, significantly outpacing the overall revenue growth of 9% to $57.4 billion [5]. - Oracle management anticipates at least 70% growth in OCI revenue for the current fiscal year, with total revenue projected to rise by 16% to $67 billion in fiscal 2026 [6]. Group 2: Future Projections - The new $30 billion deal starting in fiscal 2028 could elevate Oracle's total revenue to $97 billion, exceeding Wall Street's expectations for that fiscal year [7]. - Oracle's remaining performance obligations (RPO) stood at $138 billion, reflecting a 41% increase last quarter, indicating strong future revenue potential [9]. - The company is involved in the $500 billion Stargate Project, which could further enhance its RPO and revenue growth as it begins to materialize [10][11]. Group 3: Infrastructure Expansion - Oracle plans to build an additional 47 MultiCloud data centers in the next year, increasing its current count from 23, which will enhance its capacity to meet growing demand [12]. - The company also intends to construct 30 dedicated data centers for its public cloud infrastructure in fiscal 2026, effectively doubling its existing capacity [13]. - As Oracle increases its data center footprint, it is expected to convert more of its backlog into revenue, leading to accelerated growth [14]. Group 4: Investment Outlook - If Oracle achieves $100 billion in revenue by fiscal 2028, maintaining a sales multiple of 11 could result in a market cap of $1.1 trillion, indicating potential gains of 79% over the next three years [14][15]. - Compared to the U.S. technology sector's average sales multiple of 8.2, Oracle's current valuation appears justified given its growth prospects [15].