Oracle Shares Climb 1.3% Ahead of Q1 Earnings on AI-Driven Cloud Optimism

Lead Oracle Corporation (NYSE: ORCL) shares rose 1.30% to close at $241.58 in New York trading on September 9, 2025, as investors positioned ahead of quarterly results amid robust AI-infrastructure momentum.

Nut Graf The uptick reflects growing confidence in Oracle’s cloud infrastructure growth-fueled by AI partnerships and a $138 billion remaining performance obligation backlog-and heightened anticipation for earnings due after market close today.

Trading Highlights

  • Opening Price: $239.94
  • Intraday High/Low: $243.44 / $234.56
  • Volume: 22.84 million shares

Analyst Outlook

  • Wall Street expects fiscal Q1 non-GAAP EPS of $1.48 on revenue of about $15.04 billion, reflecting year-over-year gains of 6.5% and 13% respectively.
  • Mizuho, Bernstein and TD Cowen analysts maintain Outperform/Buy ratings with price targets ranging from $300 to $325.

Cloud Momentum and AI Partnerships

  • Oracle’s cloud infrastructure business is projected to grow over 70% in fiscal year 2026, driven by AI workloads.
  • The firm’s Stargate data-center partnership with OpenAI underscores its strategy to capture high-performance computing demand.

Upcoming Earnings and Market Reaction

  • Fiscal Q1 2026 results will be announced after today’s close, with the stock historically moving an average of ±3% on earnings day.
  • Investors will focus on cloud segment revenue growth, margin trends, and guidance for the remainder of the fiscal year.