Oracle Corp stock rises on triple digit cloud growth

Published on 09/22/2026 at 14:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oracle Corp stock reached USD 157.53 on June 24, 2026, while Q1 cloud infrastructure revenue grew 77 percent. Remaining obligations reached USD 553 billion in Q3.

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Oracle Corp (ISIN US68389X1054) reported triple digit growth in key cloud demand indicators on September 10, 2026, while the latest available closing price in the search data was USD 157.53 on June 24, 2026, on the NYSE. The combination of cloud expansion and a large contracted revenue base remains central to how the market assesses Oracle stock.

Cloud demand sets the tone

According to Oracle in its September 10, 2026 release, first-quarter fiscal 2027 results were driven by triple digit growth in cloud demand indicators. The report provides the current company-specific catalyst for Oracle stock and places infrastructure capacity at the center of the investment case.

The scale of the backlog is visible in Oracle's fiscal 2026 third-quarter figures. According to Oracle, remaining performance obligations reached USD 553 billion in Q3 fiscal 2026, up 325 percent year over year, while total revenue rose 22 percent in US dollars to USD 17.2 billion.

Revenue and cloud figures

The same Q3 fiscal 2026 report showed cloud revenue of USD 8.9 billion, an increase of 44 percent in US dollars and 41 percent in constant currency. Cloud infrastructure revenue reached USD 4.9 billion, up 84 percent in US dollars, giving investors a quantified comparison between Oracle's broader cloud business and its infrastructure operation.

Oracle also reported Q3 fiscal 2026 GAAP earnings per share of USD 1.27, up 24 percent year over year, while non-GAAP earnings per share rose 21 percent to USD 1.79. The figures make execution against infrastructure demand more important than the headline revenue rate alone, because the contracted obligations must eventually translate into recognized sales and profit.

Stock remains below its record

The latest closing price in the available market data was USD 157.53 on June 24, 2026, on the NYSE. Oracle's all-time closing high was USD 325.76 on September 10, 2025, showing that the stock was 51.64 percent below that historical peak at the cited June 24, 2026 close.

For investors, the key measurable issue is conversion: Oracle's USD 553 billion remaining performance obligations and 325 percent year-over-year increase provide substantial contracted demand, while the 22 percent Q3 revenue increase shows the current pace of reported growth.