Oracle Share Price Jumps 9.14% to ₹9,182 After Strong Q1 Results

Oracle Share Price Surged Over 9% Today as Investors Bet Big on AI-Fueled Cloud Growth: Can this Rally Sustain Momentum?
Oracle Share Price Jumps 9.14% to ₹9,182 After Strong Q1 Results
Written By:
Aayushi Jain
Reviewed By:
Sankha Ghosh
Published on

Overview

  • Oracle share price surged 9.14% to ₹9,182 after Q1 2026 results, with market cap at ₹79,810 crore and volume crossing 1 million shares.

  • AI-driven cloud revenue projections hit $144 billion (₹12 lakh crore) by 2030, supported by a 359% surge in RPO and new multi-billion-dollar contracts.

  • Oracle strengthens its AI strategy with GPU investments, Oracle AI Database launch, and strong MultiCloud growth, making it a key contender against Amazon, Microsoft, and Google.

Oracle share price today, on September 10, 2025, has witnessed a sharp surge of over 9% at press time, according to Moneycontrol market data. This price hike reflects investor enthusiasm over the company’s ambitious plans for its AI-fueled cloud business. On September 9, 2025, the software giant announced fiscal Q1 2026 results. The report highlighted both strong revenue growth and a bold long-term outlook for its cloud division.

Strong Market Performance

Oracle share price jumped 9.14% to ₹9,182, compared to its previous close of ₹8,413, one of its strongest sessions in months. The stock hit an intraday high of ₹9,254, and market capitalization now stands at ₹79,810 crore. Volume surged to over 1 million shares, well above its 20-day average of around 89,000 shares, indicating heightened investor interest.

The following Oracle share price chart on TradingView shows the stock’s current performance and gains:

Analysts point out that this momentum is part of a broader rally, with Oracle shares climbing over 70% in the past year. The surge is largely fueled by its aggressive expansion into artificial intelligence infrastructure.

AI-Fueled Cloud Revenue Projections

During the earnings call, CEO Safra Catz announced that Oracle expects its AI-driven cloud revenue to soar to $144 billion (₹12 lakh crore) by fiscal 2030, a massive leap from less than $20 billion in the current fiscal year. Much of this projected revenue is already accounted for in its remaining performance obligations (RPO), which skyrocketed 359% year-on-year to $455 billion in Q1. Catz also highlighted the signing of four multi-billion-dollar contracts in Q1, suggesting that Oracle’s backlog could soon surpass half a trillion dollars.

Chairman and CTO Larry Ellison added that Oracle’s MultiCloud database revenue surged 1,529% in Q1. He revealed plans to launch Oracle AI Database, which will let customers run models like Google’s Gemini, OpenAI’s ChatGPT, and xAI’s Grok directly on Oracle’s database. This service, he emphasized, would unlock massive value for enterprises already storing vast amounts of data with Oracle.

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Oracle Earnings: Financial Highlights

Oracle posted Q1 revenue of $14.9 billion, up 12% in USD terms, with cloud revenue at $7.2 billion, marking a 28% increase. Cloud Infrastructure (IaaS) revenue rose 55% to $3.3 billion, while Cloud Applications (SaaS) revenue grew 11% to $3.8 billion.

On profitability, GAAP earnings per share declined 2% to $1.01, while non-GAAP EPS rose 6% to $1.47. Operating cash flow for the past 12 months stood at $21.5 billion, up 13%. The board declared a $0.50 per share dividend, payable October 23, 2025.

Big Bets on AI Infrastructure

Oracle has been aggressively securing Nvidia GPUs, renting computing power to clients through Oracle Cloud Infrastructure (OCI). Its capital expenditure forecast for fiscal 2026 was raised to $35 billion, up from the earlier $25 billion outlook. The company is also tied to several mega projects, including a $500 billion Stargate AI infrastructure deal, though executives offered no fresh details during the earnings call. 

Investor Outlook

Oracle’s strong positioning in cloud infrastructure and partnerships with hyperscalers such as Amazon, Microsoft, and Google make it a serious challenger in the AI race. The Oracle share price rally reflects growing investor confidence in its AI-first strategy. The stock is expected to sustain long-term growth as analysts on Moneycontrol give it a strong ‘Buy’ rating. However, investors should be cautious and invest according to their risk appetite.

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FAQs

1. Why did Oracle shares rise?

Oracle shares rose due to strong fiscal Q1 results and bold AI cloud projections. CEO Safra Catz highlighted a revenue target of $144 billion by 2030, while RPO surged 359% to $455 billion, fueling investor optimism.

2. What is the target price of OFSS?

Oracle Financial Services Software (OFSS) is often valued separately from Oracle Corp. Analysts suggest OFSS has strong fundamentals and can deliver steady growth, with price targets depending on quarterly earnings trends.

3. Is Oracle stock a good investment?

Oracle’s expansion into AI-driven cloud services and aggressive GPU acquisition position it well against competitors. With 70% yearly share growth, many analysts consider it a strong long-term investment despite short-term risks.

4. How is Oracle leveraging AI for growth?

Oracle is integrating AI across its cloud infrastructure, including launching Oracle AI Database to run models like ChatGPT and Gemini. These offerings unlock enterprise data value, driving long-term demand for its services.

5. What risks should investors consider with Oracle stock?

Investors should watch Oracle’s heavy capital expenditures, which are expected to hit $35 billion in 2026. Rising competition from Amazon, Microsoft, and Google in cloud AI also poses potential challenges to sustained growth.

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