No company worth over $500 billion has ever gained more than 25% in a single day. Oracle’s stock increased by far more than that on Wednesday.

The Austin-based software giant expects a major boost to its cloud infrastructure business into 2030 as a result of the AI boom.

The analyst also highlighted that although the profitability of AI workloads is a key debate, it remains clear that Oracle Corporation (NYSE:ORCL) continues to capture share in the large and rapidly growing market for AI infrastructure.

Oracle ORCL finds itself at an inflection point following extraordinary first-quarter fiscal 2026 results that sent its stock soaring 36% in a single day, marking the best performance since 1992. The enterprise software giant's shares have gained 97% year to date,

Oracle co-founder Larry Ellison believes the real breakthrough for AI will come from inference, which has potential in fields from robotics to drug design.

Stifel analyst Brad Reback maintained a Buy rating and raised the price target from $250 to $350. Evercore ISI Group maintained an Outperform and raised the price target on Oracle stock from $270 to $340. Wolfe Research analyst Alex Zukin maintained Oracle with an Outperform and raised the price target from $300 to $400.

Oracle Corp. is having a record-breaking day in the stock market after delivering blockbuster guidance that has Wall Street buzzing about the opportunities in artificial intelligence.

Oracle (NYSE: ORCL) is expected to announce its earnings on Tuesday, Sep 9, 2025. Throughout its history, Oracle's stock has typically experienced negative returns on the day following earnings announcements. In the past five years, the stock has decreased in 55% of the cases, with a median drop of 3.2% and a maximum one-day decline of 13.5%.

Oracle Corporation's cloud RPO growth drives shares up, but declining margins and high P/E raise investment concerns. Read why ORCL stock is a poor investment at current levels.

We recently published 13 Stocks Jim Cramer Discussed During His Historic Morning Appearance. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Oracle Corporation (NYSE:ORCL)’s shares might have made history during aftermarket trading yesterday after the firm’s fiscal first-quarter earnings report.