Key Takeaways Oracle shares soared 36% in one day after Q1 results, marking best performance since 1992.Cloud infrastructure revenues projected to reach $18 billion in fiscal 2026, implying 77% growth.urrent P/E ratio of 46.96 times suggests waiting for entry point in $260-$280 range.Oracle (ORCL) finds itself at an inflection point following extraordinary first-quarter fiscal 2026 results that sent its stock soaring 36% in a single day, marking the best performance since 1992.The enterprise software giant' ...

Oracle (ORCL) stock surged about 36% on Sept.10, after the company reported massive cloud demand numbers. The company recorded its best day since 1992 (as quoted on CNBC). Oracle reported earnings on Sept. 9, 2025, after the bell. It had $455 billion in remaining performance obligations, up 359% from a year earlier, in both U.S. dollar and constant currency.Ben Reitzes, technology research head at Melius Research, told CNBC’s Closing Bell: Overtime on Tuesday that the “Street was looking for about $180 bill ...

Key Takeaways Oracle shares jumped 31.8% after hours, nearing record highs with potential for best gain since 1999. Oracle signed four multi-billion-dollar contracts, driving RPO up 359% year over year to $455 billion. Oracle forecasts cloud infrastructure revenues to grow from $18B in FY26 to $144B by 2030.In after-hours trade on Tuesday, Oracle Corporation’s (ORCL) shares surged to record highs following the announcement of several billion dollars of contracts signed in its recently reported quarter, fuel ...

The U.S. stock market is experiencing a robust afternoon trading session on Wednesday, September 10, 2025, with major indexes largely pushing to new record highs. Investor optimism is primarily fueled by unexpectedly soft inflation data and a blockbuster earnings outlook from tech giant Oracle, which has ignited a fresh wave of enthusiasm for artificial intelligence-driven growth. While the S&P 500 and Nasdaq Composite are charting new territory, the Dow Jones Industrial Average shows a slight pullback, lar ...

Oracle Corp Chief Executive Larry Ellison during a launch event at the company's headquarters in Redwood Shores, California June 10, 2014.Oracle's massive growth trajectory for cloud infrastructure is lifting all boats.The cloud giant forecasted skyrocketing sales to $114 billion in the company's fiscal 2029, signalling demand for artificial intelligence processing will remain high over the next few years, and will require Oracle to build out new data centers."The guide for a 14x of Oracle's cloud infra seg ...

Core Insights - Oracle's stock is currently trading at a price-to-earnings (P/E) ratio of 36.7, significantly higher than its historical average of 26.8 and the industry average of 35.32, raising concerns for investors as they consider future moves in 2025 [1][5]. Cloud Momentum Versus Rich Valuation - The transition to cloud infrastructure has resulted in Oracle reporting fiscal 2025 Q4 revenues of $15.9 billion, an 11% year-over-year increase, with cloud infrastructure revenues increasing by 52% to $3 billion [2]. - CEO Safra Catz anticipates further acceleration in cloud infrastructure growth, projecting an increase from 50% in fiscal 2025 to over 70% in fiscal 2026 [2]. - Major clients such as Meta and Temu, along with partnerships for AI healthcare platforms, highlight Oracle's expanding influence beyond traditional software [2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for fiscal 2026 revenues is $66.6 billion, indicating a growth of 16.02% compared to the previous year [3]. - The consensus estimate for fiscal 2026 earnings is $6.73 per share, reflecting a slight increase of 0.1% over the past month [3]. Strategic Investments and AI Initiatives - Oracle's involvement in the Stargate AI infrastructure initiative with OpenAI and SoftBank underscores its strategic positioning in the AI sector [4]. - The company plans to invest over $25 billion in capital expenditures for fiscal 2026, significantly up from $7 billion in fiscal 2024, indicating strong management confidence in future demand [4]. Competitive Landscape - Oracle faces stiff competition in the cloud market, with AWS holding a 30% market share, Azure at 20%, and Google also competing strongly [8]. - Despite trailing behind in market share, Oracle differentiates itself through competitive pricing and superior database integration [10]. Stock Performance - Oracle's shares have increased by 52.3% year-to-date, outperforming the Zacks Computer and Technology sector's growth of 14.6% [11]. - In comparison, shares of Microsoft, Google, and Amazon have returned 25.6%, 7.4%, and 0.9% respectively [11]. Strategic Position for Investors - For current shareholders, maintaining Oracle stock is advisable due to its strong competitive position and growth trajectory, bolstered by a recent 25% dividend increase to 50 cents per share [15]. - The company's remaining performance obligations of $138 billion provide substantial revenue visibility, supporting long-term investment [15]. - New investors may consider waiting for more favorable entry points due to the current high valuation and execution risks highlighted by past performance [16][17].

Oracle Today ORCL Oracle $253.49 +3.44 (+1.38%) 52-Week Range $118.86 ▼ $260.87 Dividend Yield 0.79% Add to Watchlist Up roughly $75 YTD in early August, Oracle's NYSE: ORCL 2025 stock price rally is only half over. The technicals, analysts' trends, and fundamental outlook support the argument for another $75 stock price increase, and the trends are all positive. The likely outcome is that Oracle's stock price will advance by more than $75 over the mid to long term, providing investors a significant upside. ...

Last year's Microsoft annual report officially designated over 25 companies as competitors. The names of Microsoft's enemies have appeared in its annual reports at least since 1994. The omission means Microsoft is breaking from a common industry practice. Apple, Meta and Nvidia all namedrop the companies they go up against. Microsoft has abandoned a decades-long tradition of calling out the names of its rivals in regulatory documents. When the 50-year-old technology company released its annual report Wednes ...

Core Insights - Celestica Inc. has experienced significant stock growth, rising 80% year-to-date and more than tripling in value over the past year, driven by increased demand for AI-powered networking equipment and cloud infrastructure [2][3] - The company's Connectivity & Cloud Solutions (CCS) division reported Q1 2025 revenue of $1.84 billion, a 28% increase year-over-year, highlighting the strong performance of AI-related offerings [2][3] Financial Performance - Celestica's revenues have grown at an average annual rate of 19.3% over the past three years, significantly outpacing the S&P 500's growth of 5.3% [4] - In the last year, Celestica's revenues increased by 21% to reach $10 billion, while the S&P 500 only managed a modest growth of 4.4% [4] - The company's net income margin was 4.1%, compared to 11.9% for the S&P 500, but it achieved a record adjusted operating margin of 7.1% in the latest quarter, up from 5.9% in Q1 2024 [5] Valuation Metrics - Celestica's price-to-sales (P/S) ratio is 2.0, lower than the S&P 500's 3.1, but its price-to-earnings (P/E) ratio of 47.8 is significantly higher than the benchmark's 22.8 [4] - The high valuation may restrict upside potential in the near to mid-term, as the stock appears relatively expensive at around $170 [3][7] Financial Health - The company has a low debt-to-equity ratio of 4.8%, well below the S&P 500 average of 22.6%, indicating strong financial health [6] - Celestica maintains a moderate cash reserve that constitutes 5.2% of its total assets [6] Market Sensitivity - Historically, Celestica's stock has shown sensitivity to market downturns, with a 69% drop during the Covid-19 market crash compared to a 33.9% decline in the S&P 500 [6] - In 2022, the stock fell 35.6% amid inflation-related shocks, exceeding the S&P's 25.4% decline [6] Industry Trends - Major technology firms are expected to invest heavily in AI infrastructure, with Amazon projected to spend up to $105 billion in 2025, which should bolster demand for Celestica's services [3]