Oracle EVP Smith Maria Sells 10,000 Shares at $232.99 on July 3.

Oracle Corporation (ORCL) has disclosed that EVP and Chief Accounting Officer Smith Maria has sold 10,000 shares at a price of $232.99 per share on July 3, 2025.

Oracle Corporation (ORCL) has reported significant growth in its cloud database services, with revenues increasing by 31% year-over-year in the fourth quarter of fiscal 2025. This growth, coupled with the launch of the Oracle 23 AI platform, has positioned the company to capitalize on the enterprise shift towards cloud-based solutions [1].

The company's cloud database services now have annualized revenues of $2.6 billion, underscoring the growing demand for scalable and secure cloud solutions. Oracle's Autonomous databases, which are designed to be self-managing and cost-efficient, have seen a 47% increase in consumption revenues, further bolstering the company's cloud command [1].

Oracle's expansion plans are evident in its capital expenditure for fiscal 2026, which is expected to exceed $25 billion. The company aims to build 47 multi-cloud data centers to support the surging demand for Autonomous databases and the Oracle 23 AI platform. This infrastructure expansion is critical for fulfilling the $138 billion in remaining performance obligations [1].

Despite the strong performance, Oracle faces stiff competition in the cloud segment from Amazon’s AWS and Microsoft’s Azure. Amazon has launched Nova Premier, a multimodal model for complex tasks, and plans to invest over $1 billion in AI-enabled data centers in Ohio and Georgia. Microsoft Azure, with its presence in over 70 regions, continues to strengthen its position in the cloud market [1].

On July 3, 2025, Oracle's Executive Vice President and Chief Accounting Officer, Maria Smith, sold 10,000 shares at a price of $232.99 per share. This sale comes amidst a period of strong performance and growing optimism about the company's future prospects [3].

Analysts at DA Davidson have raised their price target for Oracle Corporation (ORCL) to $220 from $170, noting the strategic importance of the company's cloud service agreement worth more than $30 billion scheduled for FY28. Jefferies has also raised its price target to $270 from $220, reflecting the potential for significant upside in the company's stock [2, 4].

Oracle Corporation's shares have appreciated 43.3% year-to-date, outperforming both the Zacks Computer and Technology sector and the Zacks Computer-Software industry. The company trades at a three-year EV/EBITDA of 28.69X, substantially above the industry average of 20.07X [3].

References:
[1] https://www.nasdaq.com/articles/orcls-cloud-database-gains-steam-it-next-revenue-pillar
[2] https://finance.yahoo.com/news/da-davidson-lifts-oracle-corporation-150711014.html
[3] https://www.cnbc.com/quotes/ORCL
[4] https://www.investopedia.com/oracle-stock-pushes-toward-record-high-as-jefferies-lifts-price-target-11768096