Oracle Corporation (ORCL) — closed signal from July 26, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 24, 2025.
Predicted vs. what happened
What happened
Reached its target in 46 days.
The thesis — published July 26, 2025
Oracle has $23 billion in orders for its artificial-intelligence cloud services, and its new deal with Bloom Energy on July 26 could lower electricity bills for its data centers by roughly 2-3%. After the stock slipped 6% and trading activity stayed steady, many investors see room for a bounce. Strong positive feelings and a price that is about one-third cheaper than the biggest tech names point to a possible move up to $265 within three months.
Primary drivers
- $23B in AI orders suggests sales could speed up soon
- Bloom Energy tie-up may cut data-center power costs, boosting profits
- Recent dip drew big investors who used the lower price to buy
- Shares trade at 6.5 times sales vs big peers near 10, leaving catch-up room
How it played out
ORCL: target reached in 46 days
Lyra published ORCL at $244.70 on July 26, 2025, with a short-term view for 16% growth. The thesis pointed to $23 billion in artificial-intelligence cloud-service orders, a Bloom Energy tie-up that could lower data-center power costs by roughly 2-3%, a recent 6% stock slip, steady trading activity, and shares at 6.5 times sales versus big peers near 10.
Inside the window, ORCL reached the $283.35 target in 46 days. The stock peaked at $345.12 on September 10, a 41% gain. It ended the window at $283.33 on October 24. The thesis played out.
What happened during the window
On September 9, 2025, Oracle reported fiscal 2026 first-quarter results. Remaining performance obligations rose 359% to $455 billion, total revenue was $14.9 billion, and cloud infrastructure revenue was $3.3 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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