Have you heard the buzz? Oracle's stock has been on a wild ride lately, and Jefferies analysts believe there's still more room for growth. Let's dive into the details and explore what this means for investors and tech enthusiasts alike.
The Record-Breaking Surge
The Rise of Oracle's Stock
Oracle's stock price soared by a whopping 36% following the announcement of its record future revenue obligations. This unexpected surge left Wall Street stunned, with the company boasting an impressive $455 billion in remaining performance obligations, outshining key cloud competitors like Microsoft, Amazon, and Google.
The Catalyst for Growth
AI-Powered Cloud Expansion
Analysts attribute Oracle's remarkable performance to its AI-driven cloud expansion. This strategic move has not only propelled the company's stock to new heights but has also positioned it as a formidable player in the tech industry.
Future Projections and Optimism
Jefferies' Bullish Outlook
Jefferies analysts are optimistic about Oracle's future, raising the stock price target to $360. This upward revision hints at a potential 10% increase from the latest closing price, signaling a promising trajectory for the tech giant.
- Oracle Cloud Infrastructure set to grow by 77% YoY, reaching $18 billion by 2026.
- Multi-cloud database revenue surged over 1,500% YoY, showcasing robust adoption.
- Plans to add 37 data centers in the coming years to further drive growth.
While Oracle's first-quarter results didn't entirely align with market expectations, the company's ambitious plans for infrastructure investment and AI workloads highlight its commitment to innovation and expansion.
Despite potential margin pressures due to increased investment, Oracle remains well-positioned to capitalize on its backlog and the growing demand for AI technologies.
Excitingly, Oracle's shares continue to climb, showing a 1.4% increase in after-hours trading, with a remarkable 97% year-to-date growth.
As you follow Oracle's upward trajectory, consider the implications for the tech industry and your investment portfolio. Whether you're a seasoned investor or a tech enthusiast, Oracle's journey is one to watch closely for future developments.
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By: htan@insider.com (Huileng Tan)
Title: Oracle’s Stock Surge: Jefferies Analysts Predict Further Growth Opportunities
Sourced From: markets.businessinsider.com/news/stocks/oracle-stock-price-forecast-orcl-rally-upside-jefferies-ai-cloud-2025-9
Published Date: Thu, 11 Sep 2025 04:39:16 +0000
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