Oracle Shares Jump 8% on Strong Earnings and Revenue Beat

US Stocks

Oracle Shares made headlines this week after the company reported better-than-expected results for its fiscal Q4, sparking an 8% surge in after-hours trading. With revenue jumping, cloud services booming, and AI investments paying off, the tech giant is reminding investors that it’s not just keeping up with the market, it’s leading parts of it.

Let’s explore why Oracle’s latest report is getting so much attention.

Oracle’s Earnings Breakdown

For the quarter ended May 31:

  • Revenue reached $15.9 billion, growing 11% year-over-year and beating Wall Street expectations.
  • Earnings per share (EPS) came in at $1.70 adjusted, higher than the analysts’ forecast of $1.64.
  • Cloud infrastructure (OCI) revenue soared by 52%, hitting $3 billion, a remarkable milestone.

This strong showing has sent Oracle Shares to their highest level in months.

Cloud and AI at the Core of Oracle’s Success

Oracle’s growth is largely driven by increasing demand for its cloud infrastructure and AI services, both of which are fueling optimism among analysts and tech watchers. Here’s why that matters:

  • Cloud services and license support revenue reached $11.7 billion, a 14% YoY increase.
  • The company now expects total cloud revenue to grow over 40% in fiscal 2026.
  • Oracle is also expanding its AI capabilities, attracting more enterprise clients who need scalable and secure infrastructure.
  • Its Remaining Performance Obligations (RPO), essentially future revenue under contract, rose 41% to $138 billion.

These numbers point to a powerful shift in Oracle’s long-term business model.

What’s Driving Oracle Shares Up?

Here’s a quick look at the main factors behind the rise in Oracle Shares:

  • $15.9 billion revenue – beat forecasts
  • $1.70 adjusted EPS – beat expectations
  • 52% jump in OCI revenue – massive growth in cloud
  • Strong guidance – over 40% cloud growth projected for next year
  • $138 billion in RPO – locked-in future business
  • Major AI investments – positioning Oracle for future dominance

What Meyka Is Saying

According to Meyka’s live stock overview, Oracle Shares (ORCL) are currently trading around USD 176.38, with a recent intraday high of USD 190.99 and low of USD 170.19. The platform shows detailed stock analysis, trading volume, and real-time performance, offering valuable insights for anyone tracking Oracle’s financial momentum.

Meyka’s dashboard provides real-time performance metrics and is ideal for those using AI stock research to follow cloud and AI-focused tech companies.

Looking Ahead: What to Watch

Oracle’s outlook for fiscal 2026 is confident, with executives forecasting major growth in their AI and cloud divisions. Investors and analysts will likely be watching:

  • Execution of cloud infrastructure projects
  • Capital spending ($25 billion planned for cloud expansion)
  • Further customer wins in AI-driven enterprise services
  • First-quarter results to see if momentum continues

As cloud competition grows, Oracle’s ability to keep up this pace will be critical.

A Big Step Forward for Oracle

The latest earnings report is a clear signal that Oracle is evolving quickly to meet modern business demands. The focus on AI, cloud infrastructure, and long-term contracts gives Oracle a solid foundation to grow further, and investors are responding accordingly.

Oracle Shares aren’t just reacting to short-term hype. This is about long-term positioning in a rapidly transforming tech world.

Disclaimer:

This content is made for learning only. It is not meant to give financial advice. Always check the facts yourself. Financial decisions need detailed research.