Oracle shares rise on AI leadership and strategic partnerships News ad

Oracle today

Oracle Co. logo
$184.96 +12.39 (+7.18%)

As of 11:16 am ET

52 week range
$106.51

$198.31

Dividend yield
0.87%

P/E ratio
44.98

Target price
$182.73

Oracle New York Stock Exchange: ORCL The game-changing news doesn’t focus on a single event, but rather a series that culminates in the creation of the Stargate project. Project Stargate is a new joint venture between OpenAI and Softbank that aims to build the next generation of artificial intelligence-focused data centers in the United States. Oracle is among the most important technology partners and plays a central role in the build. Its database services and growing AI capabilities make it an ideal partner and cement it as a decisive player in cloud, AI infrastructure and now AI services. Artificial intelligence services are of greatest importance; This is projected to be the largest and fastest-growing segment of artificial intelligence, capable of supporting sustained business growth for Oracle for at least the next decade.

Other news includes the launch of Oracle AI agents. AI agents are part of Oracle Fusion Cloud Customer Experience and are already available to customers. These tools include automation and generation capabilities that integrate data from financial systems, supply chains, and cloud hyperscalers. Features include custom email generation, advanced record keeping, and time-saving automation of manual tasks, leaving sales teams more time to engage with customers. The bottom line is that Oracle is quickly becoming an important AI services provider, as evidenced by its recently acquired business.

WE Fashion is one of the leading fashion retailers in Europe. It is an omnichannel business operating in almost three dozen countries. The company is moving to the Oracle cloud and will use a retail suite and artificial intelligence to manage its warehouse. This step includes a complete redesign of business processes, increasing security and flexibility. Services include best practice automation, inventory optimization and consumer insights to improve operations and sales.

Trump supports the Stargate project: promises to speed up approval

Consensus analyst forecasts published by MarketBeat are likely too low for the Stargate project to deliver results this year. Not only has the first campus already been selected, but newly inaugurated President Trump has promised to speed up approval processes and additional campuses will be found soon.

Oracle MarketRank™ Stock Analysis

Overall MarketRank™
96th percentile

Analyst rating
Moderate purchase

Pros/cons
1.1% Minus

Short interest level
Healthy

Dividend Power
Strong

Environmental assessment
-0.93

Mood News
1.07mentions of Oracle in the last 14 days

Insider trading
N/A

Project Profit Growth
12.18%

See full analysis

Trump’s support ensures rapid progress with fewer risks, which is important given the $500 billion price tag and national security implications. The project will advance the development of artificial intelligence capabilities in the United States while improving domestic infrastructure and creating jobs.

Analysts forecast growth of only 8.5% in 2025, despite strong performance by the cloud and artificial intelligence infrastructure segments in the first half of the fiscal year and gaining momentum in the services segment. The critical details are that this company is growing, expanding its earnings, improving its cash flow, and has a positive outlook for improvement in 2025 and 2026.

Cash flow is important because it allows this company to pay a reliable dividend and increase its distribution each year while reinvesting in its growth. Balance sheet highlights for the first half include higher-than-desired debt levels, offset by higher cash and assets, stable liabilities and a significant increase in shareholders’ equity.

Analysts predict new highs for Oracle in 2025

Oracle analyst trends are positive, including increased coverage, resilient sentiment and an increased price target. The 30 Index tracked by MarketBeat rates the stock a Moderate Buy and has raised its consensus target by nearly 45% since the start of 2024. Growth potential up to 15% from the critical resistance point.

The graphs are promising. The price action confirms support at the critical moving average and is in line with the uptrend. The critical resistance point is near the all-time high and is likely to be tested early in the year. A move above $198 would be a bullish signal and open the door for a bigger move. The technical forecast for this scenario is another $45 to $75 in upside potential, giving a target range of $245 to $275.

Oracle ORCL Stock Chart

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