Oracle Shares Surge on Bullish Cloud Outlook
Lead: Oracle’s stock jumped 23% in after-hours trading on Tuesday after the company raised its Oracle Cloud Infrastructure (OCI) revenue forecast to 77% growth for fiscal 2026.
Nut Graf: The rally underscores investor enthusiasm for Oracle’s expanding cloud and AI offerings, as the software giant reported a massive increase in contracted future revenue and secured multibillion-dollar deals.
Cloud Forecast Revision Drives Rally
- Oracle now expects OCI revenue to reach $18 billion this fiscal year, up from its prior 70% growth projection, reflecting surging demand for AI-enabled cloud services.
- Remaining Performance Obligations (RPO)-a key backlog metric-soared 359% year-over-year to $455 billion, signaling strong future revenue visibility.
Multibillion-Dollar Contracts and AI Partnerships
- In Q1, Oracle secured four multibillion-dollar contracts with three distinct clients, contributing heavily to the RPO surge.
- The company highlighted its partnership with OpenAI to deploy 4.5 GW of U.S. data-center capacity, reinforcing its position in the AI infrastructure market.
Analyst Commentary and Market Context
- “Businesses are clearly keen on affordable AI cloud solutions, and Oracle is strategically positioning itself to meet this demand,” remarked eMarketer analyst Jacob Bourne.
- Year-to-date, Oracle’s shares have more than doubled, climbing over 107% in 2025 as investors reward its aggressive cloud-AI strategy.
Outlook and Next Steps
Oracle plans to launch an AI-powered database service in October, allowing clients to run leading AI models directly on Oracle’s data platform, further integrating its database and cloud AI capabilities.
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