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● TRACKER Updated 4d ago · 8 sources tracked

Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps

Oracle shares rose after the company reported record quarterly results driven by a 121% year-over-year increase in cloud infrastructure revenue. The surge reflects booming demand for AI cloud services that currently outpaces available supply. While cloud revenue grew 30% overall, the company carries $125 billion in debt. Oracle maintained its capital expenditure forecast despite a broader industry trend of cloud providers increasing spending to expand data center capacity. Mizuho maintains a $320 price target as the company scales its AI infrastructure.

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  • ✓ Oracle cloud infrastructure revenue increased 121% compared to the previous year.
  • ✓ Oracle shares increased following the report of record results.
  • ✓ AI demand is currently outpacing cloud supply.
🛡️ Source Corroboration: 8 independent reporting domains (90% confidence) ⏱ Read time: ~2 min

What changed

Oracle released its first quarter fiscal year 2027 earnings showing record cloud revenue and a 121% jump in infrastructure sales.

Live updates

  1. Oracle Cloud Infrastructure Revenue Jumps 121% Amid AI Demand

    Oracle shares rose after the company reported record quarterly results driven by a 121% year-over-year increase in cloud infrastructure revenue. The surge reflects booming demand for AI cloud services that currently outpaces available supply. While cloud revenue grew 30% overall, the company carries $125 billion in debt. Oracle maintained its capital expenditure forecast despite a broader industry trend of cloud providers increasing spending to expand data center capacity. Mizuho maintains a $320 price target as the company scales its AI infrastructure.

    Why it matters

    Oracle is competing with other major cloud providers to build data centers capable of handling AI workloads. The company previously reported a $638 billion cloud infrastructure backlog. This growth follows a recent price target increase from Morgan Stanley.

    What is confirmed

    • Oracle cloud infrastructure revenue increased 121% compared to the previous year.
    • Oracle shares increased following the report of record results.
    • AI demand is currently outpacing cloud supply.

    Still unconfirmed

    • Oracle debt has reached $125 billion.
    • Oracle reported 30% overall revenue growth.

    What to watch next

    • Updates to capital expenditure forecasts
    • Changes in cloud infrastructure supply capacity
    • Mizuho price target revisions following the earnings report
    Sources used for this update (5)
    1. www.cnbc.com — Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying
    2. finance.yahoo.com — Oracle Stock Jumps as AI Demand Drives Cloud Revenues Higher
    3. www.cnbc.com — Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion
    4. finance.yahoo.com — Oracle stock pops as AI cloud demand outpaces supply
    5. www.businessinsider.com — Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%
    confidence 90%

  2. Mizuho Sets Oracle Price Target at $320 Amid AI Cloud Growth

    Mizuho forecasts a $320 price target for Oracle as the company increases its AI cloud capacity. Market momentum is rising, with Oracle shares rallying 5% following a price target increase from Morgan Stanley. The company is positioning itself for long-term growth in the AI sector, supported by a reported $638 billion cloud infrastructure backlog. Investors are now awaiting the first quarter fiscal year 2027 earnings announcement to gauge the actual impact of these capacity jumps on financial performance.

    Why it matters

    Oracle is competing to capture the surge in AI demand by expanding its cloud infrastructure. The scale of its backlog suggests a multi-year growth trajectory through 2028. This expansion places Oracle in direct competition with other major cloud providers for AI workload dominance.

    What is confirmed

    • Oracle shares rose 5% after Morgan Stanley increased its price target.
    • Oracle has scheduled its earnings announcement for the first quarter of fiscal year 2027.

    Still unconfirmed

    • Oracle could be one of the best-performing AI stocks through 2028.

    What to watch next

    • The release of first quarter fiscal year 2027 earnings results.
    • Confirmation of the $638 billion cloud infrastructure backlog figure.
    Sources used for this update (6)
    1. 24/7 Wall St. — Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%
    2. Oracle - Investor Relations — Oracle Sets the Date for its First Quarter Fiscal Year 2027 Earnings Announcement
    3. The Motley Fool — Prediction: Oracle's $638 Billion Cloud Infrastructure Backlog Could Make It One of the Best-Performing AI Stocks Through 2028
    4. Seeking Alpha — Oracle Deserves One Last Chance (NYSE:ORCL)
    5. finance.yahoo.com — Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps
    6. Barchart.com — Will Oracle Finally Get Its Moment? Trade Earnings Volatility With Leveraged and Inverse ETFs
    confidence 80%
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