Oracle Financial shares jump over 7% on parent Oracle Corp’s bullish cloud outlook

OFSS Shares Today: Shares of Oracle Financial Services Software Ltd (OFSS) jumped over 7 per cent in early trade on Wednesday, after parent company Oracle Corporation (NYSE: ORCL) issued an ambitious forecast for its cloud business, pushing its U.S.-listed shares to an all-time high.

At 10:00 am, OFSS was trading up 7.2 per cent on the NSE, rebounding sharply from recent lows, as investor sentiment turned positive following Oracle Corp’s upbeat earnings guidance.

On Tuesday, Oracle CEO Safra Catz said the company expects booked revenue (RPO) for its Cloud Infrastructure business to exceed half a trillion dollars, driven by rising global demand for low-cost cloud solutions and AI-powered business tools.

“Over the next few months, we expect to sign up several additional multi-billion-dollar customers, and RPO is likely to exceed half a trillion dollars,” said Catz during the company’s earnings call.

For the September quarter, Oracle guided for total revenue growth of 12–14 per cent, and cloud revenue growth of 32–36 per cent year-on-year.

Back home, OFSS said at its recent AGM that its license and cloud revenue grew 13 per cent in FY25.

“Cloud-based solutions help organisations focus on smaller, high-impact initiatives that deliver measurable value — while reducing transformation risk,” said Makarand Padalkar, MD & CEO of Oracle Financial.

Analysts believe Oracle is positioning itself as a serious player in the AI infrastructure race, with deep integration of leading AI models like ChatGPT, Gemini, and Grok into its cloud ecosystem.

Despite the rally, OFSS shares are still down 28 per cent year-to-date, largely due to sector-wide headwinds in the IT and BFSI verticals.