Oracle shares are closed for the best week since 2001 on the cloud of momentum

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The CEO of Oracle Safra Catz speaks at the Fii Priority summit in Miami Beach, Florida, on February 20, 2025.

Joe Ridel Gety pictures

Oracle The shares enjoyed its best week since 2001, when Wall Street chanted a strong profit report and rising comments on the company’s prospects for cloud computing.

The arrow jumped about 24 % for the week, with almost all the gains in the two days trading after the company’s quarterly profits. The last time Oracle was a better week in April 2001, in the midst of the Dot-Com accident, when the so-called Bounce It was common. The former Oracle shares have lost almost half of their value.

It is a very different company today, and while Oracle was generally seen as a late participant in the cloud infrastructure market, the company has found a position and is witnessing rapid growth that helps customers operate artificial intelligence models.

“Oracle is in a position to obtain a more demand than he could meet,” wrote Joseph Bonner, an Argus Research analyst, wrote in a note to the customer on Friday. It is recommended to buy shares and raise its target price to $ 235 from 200 dollars.

Oracle rose to a record on Friday, closed by $ 215.22.

In the company Profit report Late Wednesday, revenues and profits topped estimates. SAFRA CATZ CEO said that the new fiscal year sales should come up with more than 67 billion dollars, which is higher than the LSEG consensus of $ 65.18 billion.

“The request is astronomical,” Larry EllsonThe Oracle President told the analysts in the profit call. “But we have to do it systematically. The reason for the continued demand for the supply is that we can only create these data centers, and build these computers, very quickly.”

Oracle was playing caught in the cloud for competitors Amazonand Google and Microsoft.

In the fiscal year 2025, Oracle Capital expenses exceeded $ 21 billion, and it is more than the company spent from 2019 to 2024.

You expect Google 75 billion dollars In spending capital this year. Microsoft’s goal for the fiscal year 80 billion dollars.

The Oracle customer list now includes DeadAnd Openai and Elon Musk xi. They are among the companies that require more Nafidia Graphics processing units to train artificial intelligence models that create text, pictures and videos in response to a few words of human inputs.

Emerging companies BaseOracle announced this week.

“We will build and operate more cloud infrastructure data centers more than all of the cloud infrastructure competitors combined,” Elison said.

Oracle shares increased by 29 % so far in 2025, while the Nasdaq Stock Exchange increased less than 1 %. Among the most valuable American technology companies, the best better performance of this year is Meta, which has risen about 17 %.

He watches: Oracle shares emanate to strong demand, the fourth quarter profits won

Oracle shares emanate to strong demand, the fourth quarter profits won



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