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Oracle CEO of Oracle Safra Catz speaks at the FII Bich, Florida, on February 20, 2025 at the FII priority.
Joe Redl | Gets the image
Oracle The stock has been going on their best week since 2001, when Wall -Rate welcomes a strong income report and bullish comments on the company’s prospects in cloud computing.
The shares increased about 24%a week, and almost all profits came two trading days after a quarterly issue of the company’s profit. The last time Oracle was the best week was in April 2001 Deviates dead cats were distributed. The actions of the previous quarter of Oracle lost almost half of their cost.
Today it is a much different company, and while Oracle is usually considered as a dead in the cloud market, the company has found a niche and seeing rapid growth, helping customers to manage artificial intelligence models.
“Oracle is in a enviable position to have greater demand than it can,” Joseph Bonnar wrote on Friday, Argus Research analyst, in the client’s note. He recommends buying stocks and raised the target price up to $ 235 from $ 200.
Oracle rose to the record on Friday, heading $ 215.
In the company Report of income At the end of Wednesday, income and profits were led by estimates. CEO Safra Katz said sales for the new fiscal year should come above $ 67 billion, higher than $ 65.18 billion.
“Demand Astronomical”, Larry AlisonThe chairman of the Oracle told analysts at the call call. “But we must do this methodically. The reason for the demand continues to exceed the supply: we can only create these data centers, create these computers so quickly.”
Oracle plays in a cloud in a cloud for competitors Amazon. Google and Microsoft.
In the 2025 financial year, Oracle’s capital expenditures exceeded $ 21 billion, which is more than a company made from 2019 to 2024. The amount should reach $ 25 billion in the financial 2026, Katz said.
Google awaits 75 billion dollars for capital expenses this year. Microsoft’s target for a fiscal year 80 billion dollars.
Oracle customer list now includes MetaOpenai and Elon Musk XAI. They are among the companies that require the most Nvidia Graphic processing blocks to prepare AI generative models that create text, images and videos in response to a few words of the human contribution.
Startup BasePhysical intelligence and huge data are also cloudy clients, announced Oracle this week.
“We will build and manage more cloud infrastructure than all our competitors of cloud infrastructure,” said Alison.
In 2025, Oracle shares increased by 28%, and Nasdaq was approximately equal. Among the most appreciated US technology companies, the next best performer is meta, which increased by 17%.
