Oracle (ORCL) Stock Strengthened From Change in New Contract Deal

4 days ago 2

Soumya Eswaran

Wed, November 12, 2025 astatine 8:30 AM CST 2 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index continued its rally successful the 3rd quarter, ending the year-to-date returns astatine 13.7%. During this period, maturation and momentum were cardinal contributors to the market's performance. A important information of the marketplace is presently tied to the azygous catalyst of AI deployment, which means that immoderate weaknesses successful this conception could importantly endanger the market's aboriginal strength. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund highlighted stocks specified arsenic Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that code endeavor accusation exertion environments. The one-month instrumentality of Oracle Corporation (NYSE:ORCL) was -22.22%, and its shares gained 24.53% of their worth implicit the past 52 weeks. On November 11, 2025, Oracle Corporation (NYSE:ORCL) banal closed astatine $236.15 per share, with a marketplace capitalization of $673.215 billion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding Oracle Corporation (NYSE:ORCL) successful its 3rd 4th 2025 capitalist letter:

"Oracle Corporation's (NYSE:ORCL) banal spot was associated with a worldly alteration successful caller declaration signings successful its unreality infrastructure segment. In the company’s net release, the absorption squad outlined the declaration worth and the gross interaction from those contracts implicit the adjacent 4 years. This affirmative announcement drove shares materially higher arsenic investors gained assurance successful Oracle arsenic an AI infrastructure leader."

Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal

Oracle Corporation (NYSE:ORCL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 124 hedge money portfolios held Oracle Corporation (NYSE:ORCL) astatine the extremity of the 2nd quarter, up from 97 successful the erstwhile quarter. While we admit the imaginable of Oracle Corporation (NYSE:ORCL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Oracle Corporation (NYSE:ORCL) and shared the database of champion AI stocks to bargain according to American politicians. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.