The Oracle stock forecast is heating up after the company’s strong Q4 2025 earnings and bullish guidance for fiscal year 2026. Shares of Oracle Corporation (NYSE:ORCL) jumped 13% following the announcement, signaling renewed investor confidence. Now, some analysts believe the stock could climb as high as $246 in 2025 — a 23% increase from current levels — with WestPark Capital setting the Street-high target.

So, what’s fueling this optimism? It’s Oracle’s aggressive push into cloud computing and artificial intelligence — sectors that continue to see surging demand.

Cloud Revenue and AI Integration Drive Growth

Oracle’s latest quarterly results highlight the company’s transformation into a cloud-first enterprise. Total revenue reached $15.9 billion, up 11% year-over-year, driven by its cloud services segment. Cloud revenue surged to $6.7 billion, up 27% from the prior year, while infrastructure cloud revenue jumped 52%.

Even more impressive: Oracle Cloud Infrastructure (OCI) consumption revenue soared 62%, outpacing supply and reinforcing the company’s position in a highly competitive market. This trend reflects a growing reliance on Oracle’s cloud and AI solutions — two critical components of its long-term growth strategy.

Oracle has also deployed over 100 proprietary AI agents to enhance cloud applications and services. These innovations not only improve performance but also increase customer retention and recurring revenue — making the bullish Oracle stock forecast even more compelling.

MultiCloud and Cloud@Customer Fuel Expansion

Oracle is doubling down on MultiCloud and Cloud@Customer strategies to reach enterprise clients seeking flexible, secure solutions. Oracle’s MultiCloud services, which allow its database to run on platforms from Amazon (NASDAQ:AMZN), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT), grew 115% quarter-over-quarter.

Currently, Oracle operates 23 MultiCloud data centers with plans to build 47 more over the next year. Meanwhile, Cloud@Customer — which delivers Oracle’s cloud stack directly to client premises — saw revenue grow 104% year-over-year. The company runs 29 such centers with 30 more in development.

This aggressive infrastructure build-out is designed to meet the surge in global demand while giving Oracle a major edge in serving clients across industries.

Backlog and Revenue Visibility Support Bullish Outlook

Another bullish indicator for the Oracle stock forecast is the company’s massive remaining performance obligations (RPO), which hit $138 billion — up 41% from last year. Of that, 80% is cloud-related, and one-third is expected to convert into revenue within the next 12 months.

That backlog gives Oracle strong revenue visibility heading into fiscal 2026. The company raised its FY26 revenue guidance to over $67 billion, a 16% year-over-year increase. Total cloud revenue growth is projected to exceed 40%, while infrastructure revenue could surge by more than 70%.

What Analysts Are Saying About Oracle Stock

While some analysts remain cautious due to broader macroeconomic uncertainty, many are turning more bullish following Oracle’s solid earnings and improved outlook. The stock currently holds a “Moderate Buy” consensus rating, with potential for upgrades as Oracle continues to outperform expectations.

If the company maintains its current growth pace, the $246 price target for 2025 appears increasingly realistic.

Conclusion: Oracle Stock Forecast Looks Strong for 2025

Oracle (NYSE:ORCL) is entering fiscal 2026 with strong momentum, driven by explosive cloud demand, AI integration, and expanding infrastructure. With cloud revenue soaring and infrastructure growth outpacing supply, Oracle is well-positioned to meet — and possibly exceed — bullish analyst forecasts.

If Oracle continues to execute at this level, the Oracle stock forecast suggests the $246 price target may not just be achievable — it may be conservative. For investors looking to gain exposure to a proven enterprise tech leader with a growing footprint in AI and cloud, Oracle could be one of 2025’s top performers.

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