Nasdaq Moves Higher; Oracle Shares Jump After Upbeat Q4 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2025
0mins
Should l Buy ORCL?
Source: Benzinga
Market Performance: U.S. stocks showed mixed results with the Nasdaq gaining 0.24% while the Dow fell slightly by 0.03%. Notable stock movements included Oracle Corp's shares jumping over 13% after positive earnings, and TELUS International's shares rising 24% due to an acquisition proposal.
Economic Indicators: U.S. producer prices increased by 0.1% in May, and initial jobless claims remained steady at 248,000. Additionally, natural gas stocks rose by 109 billion cubic feet, aligning with market expectations.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 149.400
Low
180.00
Averages
309.59
High
400.00
Current: 149.400
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Profitability: Despite Oracle missing revenue estimates in 8 of the last 10 quarters, its profit performance has been robust, exceeding earnings expectations in the last three quarters, demonstrating effective strategies in cost control and profit enhancement.
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Oracle's Financial Performance: Oracle's fiscal fourth quarter results indicate a significant operating income or loss, reflecting the company's financial health and operational efficiency.
Impact of TikTok on Results: The report highlights the influence of TikTok on Oracle's performance, suggesting that the social media platform plays a crucial role in the company's revenue generation and market strategy.
See More
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- Revenue Growth Expectations: Analysts anticipate Oracle's Q3 revenue to reach $16.9 billion, a 19% increase from $14.13 billion in the same quarter last year, indicating the company's ongoing expansion in the cloud computing sector and strong market demand.
- Strong Profitability: Despite Oracle missing revenue estimates in 8 of the last 10 quarters, its profit performance has been robust, exceeding earnings expectations in the last three quarters, demonstrating effective strategies in cost control and profit enhancement.
- Cloud Services Contract: Oracle secured a deal with the Centers for Medicare & Medicaid Services to migrate critical systems to its cloud platform, further solidifying its position in the government cloud services market while adhering to strict federal security standards.
- Defense Contract Expansion: Oracle won an $88 million task order from the U.S. Air Force to provide cloud services for highly sensitive workloads, showcasing the company's competitiveness and market confidence in securing government and enterprise infrastructure contracts.
See More
Oracle Executive States Company Will Use Equity Accounting for TikTok US Stake - Conference Call
Oracle's Stance on TikTok: Oracle executives have stated that they will account for their stake in TikTok using equity accounting methods, which reflects their investment in the social media platform.
Equity Accounting Method: This accounting approach allows Oracle to recognize its share of TikTok's profits and losses, impacting its financial statements and overall valuation.
See More
Oracle's AI Data Center Expansion on Track Amidst Challenges
- Data Center Progress: Oracle confirmed that its flagship AI data center in Abilene, Texas, is operational with 200MW, and despite challenges with the expansion plans alongside OpenAI, the company asserts that progress is on track, alleviating market concerns about the future of its data centers.
- Financial Expectations: Analysts anticipate Oracle's third-quarter revenue to rise nearly 20% to $16.9 billion, marking the best growth rate in three years, although the company faces increasing debt and risks associated with reliance on a small group of customers.
- Debt Pressure: Oracle is piling on massive debt to fund new data center builds, planning to raise up to $50 billion this year through debt and equity financing, which has raised investor concerns, particularly given the company's performance is heavily reliant on a single customer.
- Market Reaction: Despite Oracle's stock price dropping over 53% since September 10, 32 out of 43 analysts still rate it as 'Buy' or higher, indicating cautious optimism in the market regarding its future growth, especially in the context of AI-driven revenue acceleration.
See More
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- Microsoft Dividend: Microsoft's board declared a quarterly dividend of $0.91 per share, payable on June 11, 2026, to shareholders of record by May 21, 2026, indicating the company's strong cash flow and commitment to shareholder returns.
- Target's Consecutive Dividend: Target announced a quarterly dividend of $1.14 per share, payable on June 1, 2026, marking the 235th consecutive dividend since 1967, showcasing the company's stable profitability and dedication to its shareholders.
- Agree Realty Dividend Increase: Agree Realty declared a monthly cash dividend of $0.262 per share, with an annualized amount of $3.144, reflecting a 3.6% increase from the previous quarter's $3.036, demonstrating the company's growth in earnings and commitment to investors.
- Oracle Dividend Announcement: Oracle's board declared a quarterly cash dividend of $0.50 per share, with a payment date of April 24, 2026, and a record date of April 9, 2026, reflecting the company's stable financial health and ongoing value creation for shareholders.
See More
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- Contract Award: Leidos Holdings Inc. secured a contract to modernize the U.S. Air Force's Cloud One platform, aimed at accelerating the secure deployment of cloud capabilities by enhancing security, increasing automation, reducing costs, and simplifying cloud operations, thereby facilitating easier adoption and scaling of cloud services for Air Force units worldwide.
- Strategic Alignment: This initiative aligns with Leidos' NorthStar 2030 strategy, reinforcing the company's focus on large-scale federal technology and cybersecurity modernization, which is expected to enhance its competitiveness in the government contracting market.
- AI Partnership: Leidos partnered with Dropzone AI to help U.S. federal agencies tackle alert fatigue in security operations centers, with Dropzone's AI agents automating over 160 years of manual analyst work across more than 300 commercial organizations, cutting response times by up to 90%.
- Market Performance: Leidos shares rose 1.68% to $175.40 on Wednesday, although the stock is currently trading 1.4% below its 20-day and 7.5% below its 100-day simple moving averages, yet it has gained 28.95% over the past 12 months, indicating strong long-term growth potential.
See More
