Oracle shares rise over 29% pre-market, now at $313.22.

The Strategy That Beat the S&P 500 for Decades

Oracle shares rise over 29% pre-market, now at $313.22.

Oracle Corporation's (ORCL) shares experienced a significant pre-market surge, rising by over 29% to reach $313.22 on September 9, 2025. The increase comes a day before the company is set to report its Q1 FY26 earnings. The stock's performance is driven by strong expectations surrounding the company's cloud infrastructure and AI services, as well as recent analyst upgrades. Oracle's stock has been on a steady upward trajectory, gaining 66% over the past year, primarily due to the growth in its cloud infrastructure and AI-driven services. The company's Oracle Cloud Infrastructure (OCI) business is expected to exceed half a trillion dollars in booked revenue, which has significantly boosted investor confidence . Analysts have been increasingly optimistic about Oracle's prospects. Global Equities Research recently raised its price target to $400 from $250, citing a shift from Agentic AI to Context Engineering as a key driver. This trend plays directly into Oracle's strengths, as the company's robust data management and processing capabilities are well-positioned to meet the demands of sophisticated AI implementations . Mixed near-term expectations for IT spending activity have been a concern. However, analysts like Trip Chowdhry expect IT spending to accelerate post-September 22, as companies finalize their budget allocations. This optimism has led to a 9.70% anticipated move in Oracle's stock, either way, following the earnings report . Oracle's Q1 FY26 earnings report will provide critical insights into whether the company can capitalize on the AI boom while navigating near-term IT spending headwinds. With a market capitalization of $647 billion and a price-to-earnings ratio of 50x, Oracle is poised to continue its impressive performance if the Context Engineering thesis materializes as expected. References: https://economictimes.indiatimes.com/markets/stocks/news/oracle-shares-rise-31-on-500-billion-cloud-revenue-prospects/articleshow/123801962.cms https://moneycheck.com/oracle-corporation-orcl-stock-price-target-raised-to-400-ahead-of-q1-earnings/