Sat Sep 13 09:50:00 UTC 2025: **Summary:**

Oracle’s stock surged by a record amount after the company released its latest quarterly earnings report. While the earnings and revenue numbers themselves were not particularly impressive, analysts were astonished by Oracle’s forward-looking numbers and growth trajectory, particularly in its cloud infrastructure business and artificial intelligence deals. The company projects a massive increase in cloud revenue over the next few years, driven by multi-billion dollar contracts with several customers, including a deal with OpenAI. This positive outlook overshadows concerns that Oracle’s cloud growth might be fueled by hyperscalers offloading capacity, rather than organically acquired customers.

**News Article:**

**Oracle Stock Soars as Wall Street Celebrates Cloud and AI Growth Projections**

**SAN FRANCISCO -** Oracle (ORCL) is poised for its largest single-day stock surge since the dot-com boom, following an earnings call on Tuesday that sent shares soaring 28% in after-hours trading. While Oracle’s actual earnings and revenue missed estimates, analysts were stunned by the company’s aggressive future growth projections, fueled by its booming cloud infrastructure business and new artificial intelligence (AI) deals.

“We’re all kind of in shock, in a very good way,” said Brad Zelnick of Deutsche Bank, echoing the sentiments of other analysts. John DiFucci from Guggenheim Securities was “blown away” and TD Cowen’s Derrick Wood called it a “momentous quarter”.

The driving force behind the excitement is Oracle’s cloud infrastructure business, which competes with Amazon, Microsoft, and Google. Oracle forecasts revenue in this sector to jump 77% to $18 billion this fiscal year, followed by further growth to $32 billion in fiscal 2027, and reaching $144 billion in 2030.

CEO Safra Catz highlighted the signing of four multi-billion-dollar contracts, including a deal with OpenAI to develop 4.5 gigawatts of U.S. data center capacity. Oracle’s remaining performance obligations (RPO), a key indicator of future revenue, skyrocketed to $455 billion, a staggering 359% increase year-over-year.

The market reaction is expected to push Oracle’s market capitalization above $870 billion, with shares trading above $310 in extended trading, surpassing its previous record close of $256.43.

Analysts have been quick to upgrade Oracle stock, with Bank of America calling for a 50% upside from Tuesday’s close.

However, D.A. Davidson analyst Gil Luria cautioned that Oracle’s cloud growth may be partially driven by hyperscalers like Microsoft and Google offloading their capacity to other data center providers. “These are not organic customers to Oracle,” Luria noted, suggesting that some of the growth may be transient.

Despite the cautionary note, Oracle’s bold projections and the overwhelming enthusiasm from Wall Street signal a significant shift in the cloud computing landscape, placing Oracle as a major contender in the burgeoning AI infrastructure market.

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