Sristi Suman Jayaswal

Thu, Jun 26, 2025, 7:00 AM4 min read

The dominance of traditional hardware is giving way to a new era defined by software-driven innovation and cloud-based infrastructure. With artificial Intelligence (AI)-infused cloud platforms leading this charge, the spotlight’s now firmly on firms built for scale, speed, and smarts. Among them, Oracle (ORCL) has quietly morphed from a legacy database provider to a heavyweight in cloud infrastructure and enterprise AI.

The tech giant is once again receiving attention after it reported a robust Q4 report - a growth story that’s caught Wall Street’s attention. Guggenheim analyst John DiFucci raised his price target on ORCL stock from $220 to $250, and believes that the company is on the verge of a “narrative shift” after decades of technological innovation, while expecting a bigger jump in its top and bottom line.

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So now, with the stars aligning and Wall Street tuning in, could Oracle be quietly charting its course toward the $250 mark?

Austin-based Oracle (ORCL) has grown into a tech powerhouse with a market cap of $604.7 billion. Best known for its Oracle Database and autonomous systems, Oracle delivers a broad spectrum of cloud solutions - from ERP and HCM to NetSuite. Its reach spans industries, governments, and education, backed by hardware and consulting arms. With relentless innovation, Oracle remains a cornerstone in shaping the cloud-first, data-driven future of global enterprise technology.

With strong earnings and booming cloud momentum, ORCL stock has soared 51.4% over the past 52 weeks, trouncing the S&P 500 Index’s ($SPX) 11.4% gains over the same period. Shares touched a new record high of $216.93 on Wednesday, June 25.

However, Oracle’s stock doesn’t come cheap. It is priced at 39.2 times its forward earnings, which is significantly stretched compared to the industry average at the moment.

On June 11, Oracle posted robust results for the fourth quarter of fiscal 2025 (quarter ended May 31, 2025). The company’s total revenues increased by 11% year over year to $15.9 billion, surpassing the $15.6 billion consensus Wall Street estimate. Oracle’s top-line growth is seen in its profitability expansion. Its non-GAAP EPS rose by 4% annually to $1.70, which was also higher than the estimates.