Oracle shares extend gain to session high, up 1.3%

Oracle shares extend gain to session high, up 1.3%

Oracle Corporation (ORCL) shares extended their gain to a session high, rising by 1.3% on September 12, 2025. The stock closed at $130.85, following a strong performance in the previous trading session. The latest surge in Oracle's stock price can be attributed to the company's impressive earnings report and the growing demand for cloud services, particularly in the realm of artificial intelligence (AI).

On September 11, 2025, Oracle reported a significant increase in its remaining performance obligations (RPO), which reached $455 billion, a 359% year-over-year increase. This figure was far above the $180 billion that analysts had expected, indicating a robust pipeline of future revenue. The company's cloud infrastructure operations, which are deeply integrated with NVIDIA's GPUs, have been a key driver of this growth. Oracle's cloud infrastructure revenue is expected to reach $18 billion in fiscal 2026 and could potentially scale up to $144 billion by fiscal 2030 .

The strong performance of Oracle's stock has also had a ripple effect on the broader market. The S&P 500 hit a record intraday high before closing with a 0.1% gain, while the Nasdaq Composite dipped by 0.3% after touching its own record. The Dow Jones, however, fell by 0.6%, dragged down by a weak response to Apple's latest iPhone reveal .

Analysts have been highly optimistic about Oracle's prospects. Ben Reitzes from Melius Research described the company's results as "historic," noting that the stock's performance is directly tied to the explosion in AI demand. Deutsche Bank raised its price target for Oracle from $240 to $335, describing the quarter as "truly awesome." Wells Fargo called the results a "momentous confirmation" of the AI trend and upgraded the stock to a buy rating from neutral .

In comparison, NVIDIA Corporation (NVDA) has also shown strong performance, with its stock up 90% this year, outperforming NVIDIA's 48.7% gain. However, NVIDIA's debt-to-equity ratio is significantly lower than Oracle's, indicating lower financial risk. Moreover, NVIDIA's net profit margin is much higher than Oracle's, suggesting greater efficiency and pricing power. As a result, NVIDIA has a Zacks Rank #2 (Buy), while Oracle has a Zacks Rank #3 (Hold) .

Overall, Oracle's impressive earnings report and the growing demand for cloud services have driven its stock price to new highs. The company's strong performance in the AI space has also caught the attention of analysts and investors alike. However, the choice between Oracle and NVIDIA as an investment depends on individual risk tolerance and investment goals.