ORCL Stock Surges 14% on Blowout Q4, Record Highs at $202

Quick overview

Oracle’s fourth-quarter earnings exceeded expectations and set the stage for a breakout of previous all-time highs.

Strong Q4 Earnings Spark After-Hours Rally

Oracle Corporation (NASDAQ: ORCL) reignited investor enthusiasm Wednesday after posting a stronger-than-expected fourth-quarter report, beating both revenue and earnings estimates. The results sent the stock soaring by over 7% in after-hours trading, building on a year-to-date gain of nearly 6% heading into the session.

The robust performance highlights Oracle’s accelerating growth trajectory and renewed investor confidence following earlier setbacks. Oracle closed its fiscal year with strong momentum, beating Q4 revenue and earnings expectations.

While its cloud segment fell just short of forecasts, its forward-looking guidance signals aggressive growth ahead—particularly in cloud infrastructure, where it expects a sharp acceleration to over 70% growth in fiscal 2026. Investors will be watching closely to see if Oracle can execute on these ambitious targets as competition in the enterprise cloud space intensifies.

Technical Recovery After Q3 Setback

Despite ending 2024 with a record high of $198.31 in December, Oracle shares turned bearish in early 2025 after a weak third-quarter report in March triggered a sharp selloff. The stock fell to around $120, shaking out bullish sentiment.

However, key support held at the 100-week simple moving average (SMA), which twice prevented further declines. This level provided a solid foundation for a technical reversal that has now gained significant traction.

Oracle Q4 2024 Quarterly Performance Beats Expectations

• Revenue in fiscal Q4 2024 rose 11% year-over-year to $15.9 billion, exceeding consensus estimates of $15.59 billion.
• Adjusted net income increased to $4.88 billion, or $1.70 per share, up from $4.61 billion, or $1.63 per share, a year earlier.
• Both top and bottom-line results came in above Wall Street expectations, with EPS estimates pegged at $1.64.

Cloud Infrastructure Grows Rapidly, But Misses Forecasts

• Oracle’s cloud infrastructure revenue soared 52% to $3 billion, marking it as the fastest-growing segment in the company.
• Despite the strong growth, the figure came in slightly below analyst projections.
• CEO Safra Catz acknowledged the near-miss but emphasized confidence in the future, projecting cloud infrastructure growth to reach over 70% in fiscal 2026, up from 50% in FY2025.
• Analysts had anticipated 62% growth, making Oracle’s guidance a significant upside surprise.

Outlook Points to “Dramatically Higher” Growth

• Oracle highlighted expectations for much faster revenue acceleration in 2026, driven by surging demand for AI and cloud services.
• The company is clearly leaning into AI-related infrastructure demand and multi-cloud partnerships to support its bullish guidance.
• Oracle’s positioning within the growing enterprise cloud space remains a key area of focus for long-term investors.

Chart Momentum Points to Bullish Gap

With the fourth-quarter results confirming a return to earnings strength, Oracle’s stock is now charging higher again, closing in on its December peak. The move reinforces the positive sentiment building over the last few weeks, especially as ORCL looks set to open Thursday with a bullish gap.

ORCL Stock Chart Weekly – Approaching $200

The technical setup is increasingly aligned with the company’s improving fundamentals, and the strong after-hours rally may push the stock to test key resistance levels once more.

Conclusion: Oracle’s better-than-expected fourth-quarter performance has reawakened bullish sentiment, both fundamentally and technically. After finding firm support earlier this year, the stock has rebounded impressively and is now setting its sights on the December 2024 high. With momentum surging and a bullish gap likely at Thursday’s open, Oracle appears well-positioned to resume its long-term uptrend.

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Skerdian Meta

Lead Analyst

Skerdian Meta Lead Analyst. Skerdian is a professional Forex trader and a market analyst. He has been actively engaged in market analysis for the past 11 years. Before becoming our head analyst, Skerdian served as a trader and market analyst in Saxo Bank's local branch, Aksioner. Skerdian specialized in experimenting with developing models and hands-on trading. Skerdian has a masters degree in finance and investment.

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