Oracle Surges to 16th in Trading Volume as $30B Cloud Deal and RPO Growth Spark Analyst Price Target Hikes

, 2025, , ranking 16th in market activity. The stock's performance is driven by anticipation of its upcoming fiscal first-quarter earnings report, . A $30 billion annual recurring revenue cloud deal with OpenAI, part of its Stargate AI initiative, has heightened investor focus on the company's cloud infrastructure growth potential. Analysts highlight the contract's potential to significantly boost Oracle's remaining performance obligations (RPO), . However, concerns about margin pressures due to data center expansion and seasonal softness in software revenue remain.

Wall Street has raised price targets for Oracle, , , . , . , optimism persists around Oracle's AI-driven cloud momentum, . UBS analysts acknowledge margin risks but expect revenue acceleration to dominate.

Oracle's earnings report comes amid broader market debates about the sustainability of AI-fueled rallies. , while retail sentiment on platforms like Stocktwits remains bullish. Recent workforce reductions in California locations and the impact of the OpenAI deal on capital expenditures are key focal points for investors. Analysts emphasize the importance of management commentary on contract execution and RPO trajectory, .

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