Oracle's stock experienced a significant surge, and while much of the attention has been on Larry Ellison's substantial gains, CEO Safra Catz has also seen her wealth increase considerably. On Wednesday, September 10, 2025, Oracle's stock price jumped, boosting Catz's net worth by an estimated $412 million in just the first six hours of trading.

The catalyst for this surge was Oracle's release of a strong earnings report coupled with an optimistic outlook, particularly for its cloud infrastructure business. Investors reacted positively to the company's forecast, which anticipates substantial revenue growth in the coming years.

Safra Catz, who has served as Oracle's sole CEO since 2019, has overseen a period of remarkable growth for the company. During her tenure, Oracle's stock price has risen by over 800%. Catz has been instrumental in driving Oracle's strategic direction, including its expansion into cloud services and artificial intelligence.

Oracle's Remaining Performance Obligations (RPO), which represents contracted revenue yet to be recognized, reached $455 billion. This figure underscores the company's accelerating growth in cloud services and its increasing role in powering AI workloads. Oracle has secured multi-billion-dollar contracts with major players such as OpenAI, xAI, and Meta, solidifying its position as a key provider of computing power for the next wave of AI.

The company projects Oracle Cloud Infrastructure (OCI) revenue to grow by 77% to $18 billion in fiscal year 2026. Furthermore, Oracle anticipates this business to scale to $144 billion within four years. This bullish outlook has fueled investor enthusiasm and driven the stock price higher.

Analysts have also contributed to the positive sentiment surrounding Oracle. Barclays increased Oracle's price target to $281, citing an optimistic outlook following a $30 billion deal made in June. The market's response to Oracle's Q1 numbers was swift, with investors grabbing hold of shares and driving the price up by 12%.

While the surge in Oracle's stock has been remarkable, some analysts remain cautious. Concerns exist regarding the substantial capital expenditure required to support Oracle's growth plans, as well as the intense competition in the cloud computing market. Additionally, there is a risk that companies may reduce their investments in AI if they do not see sufficient economic returns.

Despite these concerns, Safra Catz remains confident in Oracle's ability to execute its growth strategy and capitalize on the increasing demand for cloud services and AI infrastructure. Her leadership has been a key factor in Oracle's success, and her increased wealth reflects the company's strong performance and future prospects.

As of August 2025, Catz's net worth was estimated to be $3.1 billion, ranking her 15th on Forbes' list of America's Richest Self-Made Women. However, following Oracle's stock surge, her net worth has likely increased even further. While estimates vary across different sources, it is clear that Catz has benefited significantly from Oracle's recent success.