oracle ORCL has delivered impressive returns in 2025, with shares up 44.5% year-to-date, outperforming the broader Zacks Computers and Technology The sector’s growth is primarily due to the extraordinary momentum in the 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.
Cloud infrastructure ensures outstanding growth
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…
