Oracle Stock Surges 9.85% on Upgrade and AI Enthusiasm
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy ORCL?
Source: Fool
- Stock Surge: Oracle's stock rose 9.85% to close at $156.61, reflecting renewed market optimism regarding its cloud services and AI opportunities, particularly following D.A. Davidson's upgrade to Buy, indicating strong investor confidence in future growth.
- Volume Spike: Trading volume reached 49.5 million shares, approximately 73% above the three-month average of 28.6 million shares, suggesting a significant increase in market interest in Oracle, potentially signaling strong investor enthusiasm for its cloud business.
- AI Investment Boost: The stock's rally is closely tied to increased AI-driven infrastructure spending, with investors gaining confidence that Oracle's cloud business will benefit from this trend, alleviating concerns about competition from larger hyperscalers and supporting long-term growth prospects.
- Future Outlook: As Oracle expands its cloud capacity, substantial investments are required, prompting investors to closely monitor upcoming earnings and cloud utilization to assess whether AI-driven demand can translate into sustainable growth without straining free cash flow.
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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: 160.140
Low
180.00
Averages
309.59
High
400.00
Current: 160.140
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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- Contract Backlog Advantage: As of the end of Q2, Oracle held $523 billion in remaining performance obligations, second only to Microsoft's $625 billion, providing a solid foundation for future revenue growth, although a significant portion is tied to the OpenAI contract starting in 2027.
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- Rising Debt Risks: The cost of protecting Oracle's debt reached its highest level since 2009, with analysts warning that the company's capital expenditure strategy could lead to severe financial risks, further exacerbating investor doubts about its future growth potential.
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