Billionaire Philip Lavant is betting on Oracle stock. Do you have?

Technology giants have always been a favorite hunting ground for billionaire hedge managers who are looking for stable growth and exposure to transformational trends. From cloud computing to artificial intelligence (AI), these companies often offer a kind of size, repeated revenues and innovation that Wall Street loves. One of these giant currencies is Oracle (ORCL), and is a software for software and infrastructure infrastructure that steadily bends a greater role in the scene of the institutions driven by AI.

Recently, the administration of billionaire Philip Lavont has taken a bold step by obtaining 3.86 million shares from Oracle, at a value of about $ 843.3 million. This great bet indicates strong confidence in the Oracle growth path, as the company expands its cloud and AI offers to compete with heavy weights in industry such as Microsoft (MSFT) and Amazon (Amzn).

Let’s take a closer look at whether the Oracle momentum and strategic movements make it an arrow worthy of now.

Its headquarters in Austin, Texas, Oracle is a global technical and pioneering company in the programs of institutions and cloud solutions, as it constructed its position steadily in 2025. It pushed it to artificial intelligence, the increasing cloud infrastructure, and the partnerships that fueled a strong demand. Oracle has reached the highest level ever this year, driven by the main Amnesty International projects and a major cloud deal, and placed among the best cloud service providers. Thanks to its powerful programs such as the (SAAS) service, the database, and OCI cloud infrastructure offers, Oracle is in a good position of AI.

At a value of $ 690 billion by the market, Oracle was one of the best artists in 2025, climbing about 47 % on an annual basis. The assembly was fed by increasing the demand for cloud computing and artificial intelligence services, with cloud sales spread sharp gains. It has strengthened strong growth in future reservations, standard annual revenues, and aggressive multi -missile partnerships.

Oracle Supercharges Cloud & Ai Growth

Oracle quickly expands its cloud business, which now has the bulk of its revenues. The demand for its cloud services, such as OCI (infrastructure) and Saas (Fusion/Netsuite), also rises thanks to partnerships with AWS, Microsoft (MSFT) Azure and Google (Googl). CEO Larry Ellson said that Oracle now has dozens of OCI regions working on Azure and Google, as well as a new AWS deal using Exadata devices. The company also invests in Amnesty International, as it builds a huge data center supported by NVIDIA (NVDA) and signs new 3 billion dollars.

Recently, Oracle has expanded its partnership in Google Cloud to add Gemini 2.5 AI models, allowing customers to use the first AI tools of service providers through the Oracle platform.

Moreover, the BNP Paribas EXANE says that Oracle will play a greater role in the Stargate project, as it provides 4.5 Gigawatts from the energy center to Openai. This deal can bring $ 30 billion to $ 60 billion a year and show how major cloud services provider leads the artificial intelligence race.

Oracle’s latest profits draw a clear picture of a strong momentum ride. In the fourth quarter, the technology giant destroyed analysts’ expectations, as it reported $ 15.9 billion, an increase of 8 % on an annual basis, and a profitability of $ 1.35, overcoming estimates of $ 1.30.

The real growth engine was his cloud work. Infrastructure revenues such as the IAS service increased by 52 % in this quarter, while the SAAS increased by 12 %, which prompted the total cloud revenues to $ 6.7 billion, an annual increase by 27 %. The remaining performance obligations of Oracle, a major index for future seized business, jumped by 41 % to 138 billion dollars, indicating the continuous demand in the future.

The administration expects the momentum to accelerate. SAFRA Catz CEO with total cloud growth code is higher than 40 % in the 2016 fiscal year, compared to 24 % in the 2015 fiscal year, while the Chairman of the Board of Directors Larry Ellison expects triple growth numbers in multi -box database revenue from major partners such as AWS, Google and Microsoft Azure.

The public budget remains strong, as the operating cash flow climbed by 12 % to $ 20.8 billion for this year, highlighting a strong cash generation. For the current quarter, Oracle expects revenue growth from 12 % to 14 % to about 15 billion dollars, with a share profitability between $ 1.46 and $ 1.50, walking widely with Wall Street forecast.

Last month, Evercore ISI named Oracle “Hyperscale Fourth World” alongside AWS, Google Cloud and Microsoft Azure, citing the $ 30 billion in Amnesty International Cloud by the fiscal year 2018, a strong OCI growth, and the growing database deportation. The company raised its target price to 270 dollars, noting the accelerated revenue momentum by Oracle.

Likewise, on August 5, Bofa Brad Sella raised the goal of the price of Oracle 34 % to $ 295, while maintaining the “neutral” rating.

In general, Orcl has a “strong purchase” consensus of 36 analysts in Wall Street, which is followed by Barshart. While the average medium price of the group of $ 248 indicates only 1 % of the current levels, the high goal in the street is 325 points to a potential profit of 33 %.

On the date of publication, Nauman Khan did not have positions (either directly or indirectly) in any of the securities mentioned in this article. All information and data in this article are only for media purposes. This article was originally published on Barchart.com

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