Oracle Stock Surges to Record High, Potential Growth Ahead

Oracle (ORCL) is transforming from a legacy database giant to a cloud infrastructure and AI solutions leader. Recent earnings and investor confidence reflect this shift. The stock surged in June and July due to strong cloud infrastructure growth and key partnerships, hitting a record high of $241.44.

In fiscal 2025, Oracle reported revenues of $15.9 billion, up 11% YOY, exceeding estimates. Cloud services revenue surged 14%, with cloud and on-premise license revenues climbing 9%. Oracle is investing in AI infrastructure, partnering with AMD to boost performance and securing major contracts, like the Stargate AI project.

Analysts project robust growth for Oracle, with cloud growth accelerating to over 40% in fiscal 2026. The company aims to become the largest cloud applications company globally, with cloud infrastructure growth expected to exceed 70%. Analysts have a positive outlook, with a consensus “Moderate Buy” rating and a Street-high price target of $275.

TD Cowen raised its price target to $275, citing the potential for significant revenue growth from major contracts like the Stargate AI project. Analysts predict strong EPS growth, with potential revenue reaching $150 billion by fiscal 2029. Despite trading above the consensus target, ORCL stock could rally further based on analyst projections.

Read more at Yahoo Finance: Can Oracle Stock Take out $275 in 2025?