Oracle Soars 3.32 on Cantor Fitzgerald Cloud Growth Upgrade Hits 28th in Daily Trading Volume Rankings

Oracle (ORCL) rose 3.32% to $255.18 on August 4, with a trading volume of $2.14 billion, down 31.31% from the previous day, ranking 28th in the market. The stock’s performance followed a key upgrade from Cantor Fitzgerald, which raised its price target from $216 to $271 while maintaining an Overweight rating. The firm highlighted robust growth expectations for Oracle Cloud Infrastructure (OCI) and Cloud Database Services (CDBS), forecasting core OCI Infrastructure-as-a-Service revenues to accelerate from 56% growth in fiscal 2026 to 85%. Adjusted OCI estimates for 2028 and 2029 are projected to exceed consensus by 5-6%. The upgrade reflects confidence in Oracle’s cloud momentum and potential for further upside in its core infrastructure business.

Cantor Fitzgerald emphasized Oracle’s June 30 filing, which showed multicloud CDBS revenue growing over 100% year-to-date, despite representing less than 0.5% of total revenue. The firm anticipates this segment’s growth could exceed 500% in fiscal 2025. Additionally, Oracle’s strategic investments in cloud infrastructure, including partnerships with Amazon and Google, and its Gen 2 Cloud platform targeting AI clients, were cited as key strengths. However, analysts noted potential headwinds from increased competition and higher spending on product enhancements, which may limit margin expansion. Despite these risks, the firm remains bullish on Oracle’s long-term positioning in the AI-driven cloud market.

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