Oracle Stock Surges on TikTok Deal and AI Cloud Boom

The stock of Oracle has had a very significant increase trend similar to that of a rocket that has gone up very fast due to the high publicity connected with TikTok and increased expectations around OpenAI. 

The current Oracle (ORCL) stock price is $189.92, with a market capitalization of 517.16B. The stock trades at a price-to-earnings (P/E) ratio of 33.54 and offers a dividend yield of 1.1%. On 2025-12-19, Oracle (ORCL) stock moved within a range of $178.01 to $191.07

With shares now at $189.92, the stock is trading +6.7% above its intraday low and -0.6% below the session’s peak.

Trading activity shows a volume of 36.3M, compared to an average daily volume of 43.32M. The stock’s 52-week range extends from a low of $118.86 to a high of $345.72.

The Momentum Seals with TikTok Deal

Recently, Tik Tok has been sold to a consortium deal involving Oracle, Silver Lake, and MGX based in the United Arab Emirates, and the sale of over 80 % of the operations of Tik Tok in the United States activity has been approved by the head of the company, ByteDance. 

Such a strategic move would help to avoid possible U.S. prohibition based on national-security interests, and Oracle will play the role of the majority shareholder in the new TikTok U.S. company. 

According to the reports, the deal will be finalized in January. 

The platform has an estimated user base of around 170 million in the United States, which will be a valuable asset in the improvement of the cloud offer of Oracle. 

According to analysts, this move offsets previous losses that would have been caused by the cost of OpenAI infrastructure. 

Artificial Intelligences Kickstarted by OpenAI Fundraise

The story was enhanced when OpenAI declared to raise up to around $100 billion with a theoretical valuation of $750 billion. 

The intensifying process of cloud service penetration makes Oracle an advantaged player to meet the growing AI market. 

Based on Visible Alpha consensus, analysts expect Oracle’s revenue to expand 17% year-on-year to $67 billion in fiscal 2026 and 23% in 2027, compared with just 8% in 2025.

A security advantage of AI-cloud battles in the United States, as Wedbush analyst Dan Ives says

“Oracle is the clear winner in the deal to take over TikTok’s U.S. operations”.

Bold Outlook Ahead

Most importantly, the Oracle two-pronged approach consisting of capitalizing on TikTok data reserves with the help of the Open AI scale can see the company experience income per share growth, surpassing its rivals like Microsoft. 

According to an internal memo from TikTok CEO Shou Chew reported by Bloomberg, ByteDance, TikTok’s parent company, plans to create a U.S.-controlled entity for the platform’s domestic operations. Oracle, alongside private equity firm Silver Lake and Abu Dhabi’s state fund arm MGX, is poised to be a central partner in this joint venture.

However, regulatory barriers are still an issue. In case the deal goes smoothly, analysts predict that the stock price will rally up to 57% in the next 12 months. 23 out of 35 analysts recommend ‘Buy’ despite rising AI infrastructure costs. Is it prudent to acquire it now?

Warisha Rashid

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