New York, Feb 14, 2026, 11:21 EST — The session has ended.
- Oracle shares finished in positive territory Friday, just before the U.S. enters a shortened trading week due to the holiday.
- The new U.S. Air Force cloud task order pulled government work back into focus.
- Oracle executives are touting a broader cloud presence in India as well.
Oracle (ORCL) ended Friday up 2.34% at $160.14, after the stock bounced from a low of $155.29 to as high as $162.30. Trading volume reached roughly 18.60 million shares, Investing.com data showed. 1
Oracle’s stock stays in the spotlight ahead of next week, with investors watching for more proof that cloud demand is driving lasting workloads. The company has pushed deeper into cloud infrastructure, chasing customers hungry for cheaper compute and extra AI-ready capacity.
With U.S. markets shut for Presidents Day on Monday, trading picks back up on Tuesday. The shortened week often means less volume—so even just one big contract headline or a flicker in sentiment can send prices swinging harder than usual. 2
Oracle landed an $88 million firm-fixed price task order from the U.S. Department of the Air Force to deliver its Cloud Infrastructure for the Cloud One program, a contract that runs until Dec. 7, 2028, and includes the Oracle AI Database 26ai. “With this latest contract award, defense customers can confidently advance their most critical missions,” said Kim Lynch, executive vice president at Oracle. Under a firm-fixed price, the amount is set in advance; a task order carves out a defined portion of a larger contract. 3
The Air Force picked up the pace on its Cloud One multi-vendor cloud push, locking in a $581 million contract with Amazon Web Services at the end of January, according to Washington Technology. Other contractors are on board as well, focusing on systems architecture and modernizing applications linked to the initiative. 4
Oracle is ramping up its cloud operations in India as more customers shift from testing AI to rolling it out at scale, The Economic Times reported. The company already runs two OCI regions locally, plus it’s set up multi-cloud integrations with both Microsoft Azure and Google Cloud, according to the report. Chris Chelliah, senior vice president at Oracle Japan and Asia Pacific, told the paper that Oracle aims to add AWS to the mix by April. That would bring Oracle’s India cloud footprint to five regions. “I think 2026 will be the year when projects really scale,” Chelliah said, noting that “inference”—deploying trained models—looks set to drive the next surge in enterprise adoption. 5
But government cloud contracts have a way of rolling out at a crawl, with revenue trickling in across years. When procurement stalls or budgets get squeezed, any Friday rally can unravel just as quickly.
Markets are back open Tuesday. Traders are eyeing any new Cloud One deals and gauging what’s next for Oracle’s wider cloud pipeline. Investors still have their sights set on Oracle’s next quarterly update—the company has that lined up for mid-March. 6
