The Biggest Growth in 20 Years at Oracle

Oracle Corp. (ORCL) is experiencing its biggest growth in 20 years. Demand for cloud and artificial intelligence services has been a driving force behind the company's progress.

Analysts expect Oracle's total revenue to increase by 16% in the fiscal year 2026. A large portion of this growth is attributed to a 77% increase in the Oracle Cloud Infrastructure segment. With the strengthening of its partnership with OpenAI, the company is becoming competitive against rivals such as Amazon and Microsoft.

Some analysts note that Oracle has started to reap the benefits of transitioning from traditional software to cloud and artificial intelligence services. The company's SaaS (Software as a Service) products are rapidly expanding, and investments in data centers worldwide provide the scale necessary to compete at the top of the industry.

Nevertheless, there are risks, such as dependence on a few large artificial intelligence customers. However, analysts believe that Oracle is entering its strongest growth period since the early 2000s and has an upside potential of up to 27%.