Core Insights - Oracle Corporation (ORCL) is valued at $735.1 billion and provides a range of enterprise IT products and services [1] Performance Overview - ORCL shares have outperformed the broader market, gaining 46.3% over the past year compared to the S&P 500 Index's 18.5% increase [2] - Year-to-date, ORCL stock is up 48.9%, while the S&P 500 has risen 15.1% [2] - Compared to the SPDR S&P Software & Services ETF (XSW), which gained 14.2% over the past year, ORCL's performance is significantly stronger [3] Strategic Developments - Oracle's strong performance is attributed to strategic partnerships and advancements in AI, including collaborations with OpenAI, Zoom Communications, and NVIDIA [4] - The introduction of new cloud services has also contributed to increased investor confidence in Oracle's growth prospects in AI and cloud computing [4] Financial Results - In Q1, Oracle reported an adjusted EPS of $1.47, meeting Wall Street expectations, while revenue was $14.9 billion, slightly below the forecast of $15 billion [5] - For the fiscal year ending in May 2026, analysts project a 23% growth in EPS to $5.41 on a diluted basis [6] Analyst Ratings - Among 40 analysts covering ORCL, the consensus rating is "Moderate Buy," with 27 "Strong Buy" ratings, one "Moderate Buy," 10 "Holds," and two "Strong Sells" [6] - A recent analysis indicated a more bearish outlook compared to a month ago, with one analyst suggesting a "Strong Sell" [7] - Brent Thill from Jefferies Financial Group maintains a "Buy" rating with a price target of $400, indicating a potential upside of 61.2% from current levels [7]

Meta Platforms (NASDAQ:META) is reportedly considering the use of Oracle's (NYSE:ORCL) cloud services for training and deploying artificial intelligence models in a multiyear deal worth approximately $20B, according to Bloomberg. Oracle shares climbed 4% by the time markets closed on ...