Oracle Corporation (ORCL)

TikTok: Is ORCL Stock A Buy At $300?

Oracle stock (NYSE: ORCL) has seen a significant 21% increase over the past month, driven by the company's highly optimistic five-year forecast. This positive sentiment is backed by a remarkable surge in its remaining performance obligations (RPO), which skyrocketed 359% year-over-year to $455 billion.

Will Oracle's Expanding Cloud Partnerships Fuel Long-Term Upside?

ORCL's massive AI cloud deals, soaring RPO and $35B data center buildout point to strong revenue growth and long-term upside.

Oracle to Hit $1 Trillion Valuation in 2025: Here's Why

Its fiscal Q1 results prove its leadership position with data and cloud-based data services, and the guidance suggests the strengths will not only continue but potentially accelerate before peaking over the next few years.

What Oracle's Breakout Can Tell Us About Big Tech Moves

Subscribers to Chart of the Week received this commentary on Sunday, September 14.

Oracle: The Dark Horse Of The AI Revolution

Oracle has secured massive cloud contracts, including its $300 billion deal with OpenAI. The company's ability to deliver GPU infrastructure for a lower price gives Oracle an edge over large competitors. Oracle's multi-cloud strategy and AI databases will increase customer retention and expand use cases for the company's offerings.

U.S.-China TikTok Deal Is a Cash Flow Story for Oracle. Here's Why.

Oracle's TikTok arrangement is pretty important—and lucrative.

Oracle Named a Leader in IDC MarketScape for Worldwide Corporate Loan Origination Systems

AUSTIN, Texas , Sept. 17, 2025 /PRNewswire/ -- Oracle has been positioned as a Leader in the IDC MarketScape: Worldwide Corporate Loan Origination Systems 2025 Vendor Assessment 1.

Oracle's Expensive AI Makeover Is Worth It

The highly profitable software giant is expected to burn cash for the next three years, but its odds of success are good.

Oracle-led group lines up TikTok US takeover

TikTok's American business is set to be acquired by a consortium including Oracle Corp (NYSE:ORCL, ETR:ORC), Andreessen Horowitz and Silver Lake, under a framework deal revealed after US-China talks in Madrid. President Trump is expected to discuss the plan directly with Xi Jinping this week.

Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031

On Sept. 10, Oracle (ORCL 1.50%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services.

Trump delays TikTok ban for fourth time to allow for US-China deal

For the fourth time since the start of his second term in office, Trump issued an order delaying enforcement of a 2024 law.

Nelson: ORCL "Bleeding Cash," Valuation "Blind Spot" in Markets

The Fed has been "too restrictive for too long," says David Nelson. He says an interest rate cut tomorrow will give the markets some breathing room as the economy faces pressure on the jobs front.

Oracle: 2,200% YoY Total Bookings Growth Implies Multi-Year Revenue Acceleration

Oracle's 1Q FY2026 reported 360% YoY growth in RPO, reflecting a staggering 2,200% YoY surge in total bookings driven by multiple large deals with hyperscalers. The company guided to a 70% CAGR for Oracle Cloud Infrastructure (OCI) from FY2026 to FY2030, with growth expected to peak at 128% YoY in FY2028 before slowing thereafter. OCI revenue currently represents 22.4% of total revenue and is expected to rise significantly in the coming years, driving faster top line growth.

Positives Are Priced In For Oracle: But Here's Why I'm Initiating With A Buy Rating

Oracle Corporation is up 81% YTD, driven by AI-cloud positioning. Speculation over a potential TikTok U.S. acquisition deal is rallying the markets on Tuesday. ORCL delivered strong Q1 cloud growth, with Remaining Performance Obligations, or RPOs, surging 359% YoY and multi-billion-dollar contracts fueling optimism. Despite high valuation and risks from CapEx, debt, and competition, ORCL's unique edge in AI inference and enterprise adoption supports a Buy rating.

Oracle Stock in the Spotlight Again on TikTok Buzz

Building on its recent momentum, software stock Oracle Corp (NYSE:ORCL) was last seen up 1.9% to trade at $307.86, after CBS News reported that it is among the group of companies that would run TikTok's U.S. operations.

Oracle Releases Java 25

New release delivers 18 JDK Enhancement Proposals to improve the Java language, expand its AI capabilities, and help developers accelerate productivity Enhancements to the platform's performance, security, and stability help organizations drive business growth Long-term support offering enables customers to migrate at their own pace AUSTIN, Texas , Sept. 16, 2025 /PRNewswire/ -- Oracle today announced the availability of Java 25, the latest version of the world's number one programming language and development platform.

S&P500: Oracle Rallies on TikTok Hopes as Index Slips From Record Highs

S&P 500 slips from record highs as Oracle rallies on TikTok deal news. Traders eye Fed policy outlook and Powell's comments for the next market move.

CoreWeave Vs. Oracle: Friend Or Foe In The AI Boom?

Oracle's fiscal Q1 earnings outperformance has reinforced the AI rally by reinforcing investor optimism over end-market demand for GPU compute. However, we believe Oracle's outperformance only magnifies CoreWeave's fundamental woes instead. This is expected to weaken durability in CoreWeave's recent Oracle-led rally. Meanwhile, Oracle will likely remain the outperformer, justified by its durable fundamentals and scalability, despite a higher valuation compared to CoreWeave.

Here is What to Know Beyond Why Oracle Corporation (ORCL) is a Trending Stock

Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

TikTok deal to include new investors with ByteDance; Oracle to keep cloud agreement, sources say

TikTok deal to include new investors with ByteDance; Oracle to keep cloud agreement, sources say

Stock Market Live September 16: Good TikTok News Boosts Oracle, and the Whole S&P 500 (VOO)

TikTok Is a Waste of Money for Oracle

President Trump says a U.S. company or companies will buy Chinese social media company TikTok.

Options Corner: ORCL Rally, Connection to TikTok

Oracle (ORCL) shares continue to rally after its latest earnings, but Tuesday's move is connected to TikTok. The company is reportedly tied to a group of companies looking to gain control of TikTok's U.S. operations.

Oracle Corporation: A Transition Unlocking Growth That Some Ignore

Oracle Corporation is transitioning from a traditional ERP software vendor to a leading AI data center and cloud infrastructure player. ORCL's strategic investments in AI infrastructure, multicloud partnerships, and a $455B backlog position it for robust long-term growth in a booming market. Despite valuation debates, a forward P/S of 17x and projected revenue growth support a price target of $491.61, implying 68% upside potential.

Oracle: Suspension Of Disbelief

Oracle Corporation's stock price created a parabolic move in one Google search term. RPO rescued the large earnings miss, and ORCL projected gains in revenues that look too good to be true. We look at the 3 companies behind the curtain and tell you why ORCL is about to follow its 2000-2002 trajectory.

Don't Overlook Oracle (ORCL) International Revenue Trends While Assessing the Stock

Evaluate Oracle's (ORCL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

We continue to like what Oracle is doing over the long term, says T. Rowe Price's Tony Wang

Tony Wang, T. Rowe Price portfolio manager, joins 'Squawk Box' to discuss the state of the tech sector, impact of AI, his top tech stock picks, and more.

Wall Street Week in Review: Stocks Notch Highs Despite Pessimism

It was a busy week on Wall Street marked by Oracle earnings, and a slew of individual news items. Looking ahead, all eyes will be on the Fed's interest-rate decision next week.

Ariel's Charles Bobrinskoy on why he trimmed Oracle

Charles Bobrinskoy, Ariel investments vice chairman and head of investment group, joins 'The Exchange' to discuss why he trimmed Oracle despite it's recent stock surge.

Is Oracle's AI Rally Make-Believe? (Rating Downgrade)

Oracle Corporation shares surged 40% on remaining performance obligations up 359% and cloud infrastructure growth guidance raised to 77% from 70%. ORCL's multicloud strategy and major AI partnerships, including a $300B OpenAI deal, are legs of AI optimism, but expectations may be running ahead of fundamentals. Despite robust cloud and AI momentum, Oracle still missed top and bottom line estimates, and its valuation is now at dot-com era highs, signaling overextension.