Oracle's FQ2 earnings report shows growth in cloud and AI, leading to positive long-term outlook.

From Nasdaq: 2024-12-10 09:14:00

Oracle’s FQ2 2025 earnings report highlights its position as a tech innovator driving growth in cloud and AI. Key factors include Gen 2 Cloud structure, partnerships with major hyperscalers, and fastest data centers. Q2 saw a 336% increase in GPU consumption and a deal with Meta Platforms to enhance AI capabilities.

Despite a slight miss on revenue, Oracle’s long-term outlook remains robust with accelerating growth and record-level AI demand. Net revenue of $14.1 billion is up 9.0%, with strong cloud and infrastructure segment performance. Margins improved, driving bottom-line growth, while the balance sheet shows increased equity and solid guidance for Q4 and 2025.

Analysts are optimistic about Oracle’s stock, with price targets revised upward to $197 and beyond. The stock’s premarket action near $175 indicates a potential rebound, with a 10% upside to $220. The market correction post-earnings may offer a buy-the-dip opportunity for investors eyeing Oracle’s future growth in 2025.



Read more at Nasdaq: Oracle’s Stock Price Rally Is Far From Over