Oracle Q1 Earnings Preview: Cloud and AI Growth in Focus

Oracle Corporation (ORCL) is poised to report its fiscal first-quarter earnings tomorrow, with Wall Street anticipating a 6.5% year-over-year increase in EPS to $1.48. Revenue is projected to climb 13% to $15.04 billion, driven by robust demand for cloud infrastructure and generative AI services. The stock has surged 66% over the past year, reflecting investor Optimism in Oracle's AI-driven transformation.

Analyst Trip Chowdhry of Global Equities Research raised his price target to $400, citing Oracle's strategic pivot toward 'context engineering' in AI development. The company has beaten EPS estimates in six of the last nine quarters, setting high expectations for tomorrow's announcement. Market participants will scrutinize cloud segment performance for signs of sustained momentum in enterprise AI adoption.