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

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in the third quarter, ending the year-to-date returns at 13.7%. During this period, growth and momentum were key contributors to the market's performance. A significant portion of the market is currently tied to the single catalyst of AI deployment, which means that any weaknesses in this concept could significantly threaten the market's future strength. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was -22.22%, and its shares gained 24.53% of their value over the last 52 weeks. On November 11, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $236.15 per share, with a market capitalization of $673.215 billion.

Carillon Eagle Growth & Income Fund stated the following regarding Oracle Corporation (NYSE:ORCL) in its third quarter 2025 investor letter:

"Oracle Corporation's (NYSE:ORCL) stock strength was associated with a material change in new contract signings in its cloud infrastructure segment. In the company’s earnings release, the management team outlined the contract value and the revenue impact from those contracts over the next four years. This positive announcement drove shares materially higher as investors gained confidence in Oracle as an AI infrastructure leader."Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal

Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 124 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the second quarter, up from 97 in the previous quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Oracle Corporation (NYSE:ORCL) and shared the list of best AI stocks to buy according to American politicians. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.

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