Oracle Corporation (ORCL) — closed signal from July 4, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 2, 2025 — +21.9% at the close.
Predicted vs. what happened
What happened
Reached its target in 68 days.
The thesis — published July 4, 2025
Oracle jumped 40% after landing the OpenAI 'Stargate' cloud deal. Each rally this year has cooled to about $224-$232, the recent average price zone, before climbing again. Broker TD Cowen now sees the stock at $275, pointing to possible 2029 sales of $150 B. Trading signals show buyers still dominate, and heavy volume hints at strong demand. We expect a normal 5-8% pullback toward $224-$232, then a move to roughly $265 as higher forecasts roll in over the next three months.
Primary drivers
- OpenAI deal should bring steady, high-profit cloud income for many years.
- Broker TD Cowen raised its goal to $275, likely prompting more earnings boosts.
- Strong buying momentum shows the uptrend is healthy and still drawing interest.
- Each pullback to the recent average price has led to about 12% gains in 2 months.
How it played out
ORCL: target reached in 68 days
Lyra published ORCL at $236.41 on 2025-07-04 with expected growth of 13%. The thesis looked for a normal 5-8% pullback toward $224-$232, then a move to roughly $265 over the next three months. It pointed to a large cloud deal, TD Cowen's $275 view, possible 2029 sales of $150 B, strong buying momentum, and heavy volume.
Inside the window, ORCL reached the $266.11 target in 68 days. The peak was $345.12 on 2025-09-10, a 46% gain. It ended the window at $288.28. The thesis played out and then went further than the target.
What happened during the window
On 2025-09-10, The Verge reported a large cloud contract tied to Project Stargate. On 2025-09-22, Investopedia reported that Oracle named Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz moving to executive vice chair.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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.