Oracle's Cloud Could Accelerate To 94% Growth In Q4 As Capacity Ramps - Oracle (NYSE:ORCL)

Oracle's cloud business is set to accelerate, with fourth-quarter fiscal 2026 growth projected at about 94% year over year as new data-centre capacity comes online. The company will report results on June 10; analyst Tal Liani of BofA Securities maintains a Buy rating and lifts his price target from 200 to 240 dollars. He says cloud revenue recognition from remaining performance obligations will rise with capacity expansion, and that the cloud now accounts for roughly 52% of total revenue, up from 44% a year earlier. Margins for Cloud & Software are seen near 70%, with total gross margin around 67%. The stock has risen over 30% since Q3 and about 45% since March, trading near $209.16 after the publication.