By Vasundhara Sawalka
Publication Date: 2025-11-11 16:16:00
oracle ORCL has delivered impressive returns in 2025, with shares up 44.5% year-to-date, outpacing growth in the broader Zacks Computer and Technology sector, largely driven by extraordinary momentum in its cloud infrastructure business.
The company’s first quarter fiscal 2026 results showed notable growth potential, with remaining performance obligations increasing 359% year-over-year to $455 billion. While this explosive growth trajectory has captivated investors and pushed the stock to significant heights, several fundamental considerations suggest a more cautious approach may be in order in the near term.
The database software giant reported total revenue of $14.9 billion in its fiscal first quarter ended August 2025, representing growth of 12% in constant currencies. More importantly, cloud revenue increased 27% to $7.2 billion, with cloud infrastructure revenue specifically increasing 54% to $3.3 billion. Management has remarkably…
