Oracle Corporation (ORCL) — closed signal from July 28, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 26, 2025 — +15.8% at the close.
Predicted vs. what happened
What happened
Reached its target in 44 days.
The thesis — published July 28, 2025
Oracle’s push into AI cloud services was validated on 27 Jul by a power-supply deal and praise from UBS. Investor enthusiasm is sky-high and trading is about one-third heavier than normal, signaling strong buying, yet the stock sits only slightly above its recent average price. If cloud sales keep climbing close to 30% a year, shares might rise about 18% to $290 over the next three months.
Primary drivers
- Very upbeat mood (score 98) as investors see rising demand for Oracle’s AI cloud
- New power deal on 27 Jul eases energy limits and makes Oracle’s cloud stand out
- Share price and heavy trading both point to steady buying by large professional investors
- Company says cloud sales could grow about 30% each year, so the market may value it higher soon
How it played out
ORCL: target reached in 44 days
Lyra published ORCL at $244.70 on 2025-07-28 with an 18% expected gain and a $288.24 target. The thesis pointed to Oracle's push into artificial intelligence cloud services, a 27 Jul power-supply deal, very upbeat mood with a score of 98, heavier-than-normal trading, and company comments that cloud sales could grow about 30% each year.
Inside the window, ORCL reached the target in 44 days. It peaked at $345.12 on 2025-09-10, a 41% gain, then ended at $283.33 on 2025-10-26. The published thesis played out. The stock reached the target, then gave back part of the move before the window closed.
What happened during the window
On 2025-09-22, Oracle named Clay Magouyrk and Mike Sicilia as co-CEOs, while Safra Catz moved to executive vice chair. AP also reported that Oracle had recently signed four multi-billion-dollar contracts and expected cloud revenue to reach $18 billion this fiscal year.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.