---
title: 😨 As Oracle’s stock was soaring following the company’s earnings report on Tuesday, analysts were gushing about the numbers and the company’s prospects in artificial intelligence
description: "➡️ John DiFucci from Guggenheim Securities said he was “blown away.” TD Cowen’s Derrick Wood called it a “momentous quarter.” And Brad Zelnick of Deutsche Bank said, “We’re all kind of in shock, in a very good way.”\n➡️ That’s how the analysts opened their comments and questions during Oracle’s quarterly earnings call on Tuesday, as the company’s stock price was in the midst of a 28% after-hours rally. The software vendor had just reported an earnings and revenue miss, but nobody was paying attention to that.\n➡️ Wall Street was singularly focused on Oracle’s forward-looking numbers and a massive growth trajectory that the company now sees thanks to its booming cloud infrastructure business and a host of new artificial intelligence deals.\n➡️ “There’s no better evidence of a seismic shift happening in computing than these results that you just put up,” Zelnick said on the earnings call.\n➡️ Oracle now sees cloud infrastructure revenue climbing to $144 billion over the next four years, up from $18 billion this fiscal year.\n\nSource: CNBC"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [😨 As Oracle’s stock was soaring following the company’s earnings report on Tuesday, analysts were gushing about the numbers and the company’s prospects in artificial intelligence](https://blog.syzgroup.com/syz-the-moment/as-oracles-stock-was-soaring-following-the-companys-earnings-report-on-tuesday-analysts-were-gushing-about-the-numbers-and-the-companys-prospects-1757486953207)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Sep 10, 2025, 6:50:59 AM

[View full post](https://blog.syzgroup.com/syz-the-moment/as-oracles-stock-was-soaring-following-the-companys-earnings-report-on-tuesday-analysts-were-gushing-about-the-numbers-and-the-companys-prospects-1757486953207)

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