Oracle's stock surged over 5% to $222.18 on June 30, 2025, following CEO Safra Catz's announcement of major cloud services agreements.

One of these agreements is projected to generate over $30 billion in annual revenue starting in fiscal year 2028.

Catz also indicated that cloud infrastructure growth is expected to rise from 50% in fiscal 2025 to over 70% in fiscal 2026, surpassing Wall Street estimates.

Catz reported a strong start to fiscal year 2026, with MultiCloud database revenue growing over 100% and multiple large cloud service agreements signed.

Earlier in June 2025, Oracle reported better-than-expected results for the fiscal fourth quarter, further boosting investor confidence.

The stock's rise follows an 18% increase in June and a strong fiscal Q4 earnings report, indicating continued momentum for Oracle's cloud services.

Analysts from Stifel Nicolaus, Deutsche Bank, Westpark Capital, and Barclays have recently increased their price targets for Oracle stock, reflecting optimism about the company's cloud and AI growth prospects.

Stifel analyst Brad Reback upgraded Oracle's stock rating from hold to buy, raising the price target from $180 to $250, highlighting confidence in Oracle's sustainable cloud growth.

The company has been focusing on clients involved in artificial intelligence projects, including a new initiative called Stargate to provide computing resources to OpenAI.

With expanding multi-cloud capabilities and growing analyst confidence, Oracle aims to redefine its role in enterprise computing in the coming years.

After a challenging start to 2025, where Oracle stock dipped over 25% by mid-April, the stock has since rebounded significantly, showing a 35% increase year-to-date.

The newly announced deals will not influence Oracle's revenue guidance for the fiscal year 2026.