6月12日盘前，甲骨文（Oracle）股价大涨8.05%，创下新高。这一显著涨幅主要源于公司公布的2025财年第四季度财报远超市场预期。
根据公布的财报数据，甲骨文第四季度调整后每股收益达1.70美元，高于分析师预期的1.64美元；调整后营收为159亿美元，同样超过市场预估的155.9亿美元。其中，云服务和许可证支持收入增长强劲，按美元和固定汇率计算同比增长14%，达到117亿美元。更令投资者兴奋的是，公司对未来业绩给出极为乐观的展望。首席执行官萨弗拉·卡茨（Safra Catz）表示，预计2026财年公司总云业务（包括应用和基础设施）增速将从2025财年的24%提升至40%以上，云基础设施营收增速更将超过70%。
华尔街分析师对甲骨文的业绩表现和未来前景普遍持积极态度。杰富瑞（Jefferies）分析师布伦特·蒂尔（Brent Thill）指出，财报中最令人惊艳的部分是公司对长期业绩的乐观展望，这表明未来营收将显著加速增长。他认为，新订单的增长可能来自与OpenAI的"星际之门"（Stargate）项目等合作。多家券商在财报公布后上调了对甲骨文的目标价，进一步推动了投资者的信心。
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