Oracle Corporation (ORCL)

Oracle Corp. (ORCL) stock has experienced significant growth, rising by 115.29% over the past six months. Key events impacting Oracle's stock price include strong cloud and AI demand, Q4 2025 earnings beat, an OpenAI partnership, increased capital spending, and recent stock performance.

There is no explicit information indicating significant seasonality in the demand for Oracle's own products and services. Recent reports emphasize an "insatiable" demand for Oracle's cloud and AI infrastructure services, suggesting a strong and consistent demand rather than fluctuating seasonal patterns in these key growth areas.

Oracle Corporation is a multinational technology company specializing in database software, cloud solutions, and enterprise software products. Its major offerings include Oracle Database, Oracle Cloud Infrastructure (OCI), Oracle Fusion Cloud Applications Suite, middleware and development software, hardware systems, programming languages like Java and MySQL, and consulting and support services. Oracle has pivoted its business focus towards cloud computing and AI.

Oracle Corporation has a broad global presence, operating in numerous countries across several regions, including the United States, United Kingdom, Germany, and Japan. The company has established cloud regions across the globe to support its cloud services, including locations in the Americas, Europe, Asia Pacific, and the Middle East. Oracle plans to continue expanding its cloud region footprint globally.

Oracle's brand reputation has been influenced by both positive strategic advancements and challenges. The company's strategic shift towards large-scale cloud infrastructure and AI has positioned it as a key player in the evolving AI landscape. Oracle is currently investigating security breaches in its E-Business Suite applications following reports of extortion attempts, which could potentially impact its brand reputation.

Oracle Corporation has a mixed ownership structure, with significant holdings by institutional investors, mutual funds, and individual shareholders. Institutional investors own approximately 23.10% to 36.17% of the company's stock. Insiders hold around 40.98% of the stock. Public companies and individual investors own approximately 13.08% to 22.85% of the stock. Larry Ellison, co-founder, executive chairman, and CTO, is the largest individual shareholder.