From NASDAQ.: 2025-06-17 11:29:00

Oracle (ORCL) sees a 62% jump in OCI consumption revenues in Q4 fiscal 2025, reaching nearly $12 billion in annualized revenues. A partnership with AMD enhances AI capabilities, targeting significant efficiency gains. Global data center expansion and $25 billion investment in fiscal 2026 drive projected 70% growth in OCI revenues.

Despite its growth, Oracle faces tough competition from AWS and Microsoft Azure in cloud computing. AWS dominates with a third of the market share, while Microsoft Azure excels in AI integration and global scalability. Oracle’s stock performance, with a Zacks Rank #4, shows strong valuation but high expectations for future growth.

Zacks Investment Research forecasts 16.25% year-over-year revenue growth for Oracle in fiscal 2026, reaching $66.73 billion. Earnings are projected to grow by 10.78% to $6.68 per share. The stock currently carries a Zacks Rank #4 (Sell), indicating market anticipation of robust performance. Interested investors can view Zacks’ list of top picks for potential early price pops.



Read more at NASDAQ.: Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?