Oracle expands defense ecosystem with 10 new tech partners

LAS VEGAS - Oracle (NYSE:ORCL), a prominent player in the software industry with annual revenue of $59.02 billion and strong year-to-date returns of 77.55%, announced Monday the addition of ten new companies to its Oracle Defense Ecosystem, an initiative launched in June 2025 to accelerate technological innovation in defense and national security.

The second cohort of partners includes Airis Labs, American Binary, Defense Unicorns, Druid Software, Duality Technologies, Galvanick, Heven AeroTech, Reka, Scaleout, and Strider Technologies. These companies specialize in areas including secure communications, AI-powered situational awareness, autonomous systems, cyber resilience, and advanced analytics. According to InvestingPro data, Oracle’s robust financial health score and 9.67% revenue growth demonstrate its capacity to support such strategic initiatives.

"Emerging threats demand fast, secure, and collaborative innovation," said Rand Waldron, vice president at Oracle, in a press release statement.

The Oracle Defense Ecosystem aims to help government organizations adopt next-generation technologies more securely while fostering partnerships between tech companies and defense agencies. Members receive access to Oracle resources, preferred pricing, and expert guidance to accelerate solution development within the defense sector.

The first cohort of the ecosystem included ten companies: Arqit, Blackshark.ai, Entanglement, Fenix Group (now part of Nokia Federal Solutions), Koniku, Kraken, Mattermost, Metron, SensusQ, and Whitespace.

The initiative focuses on delivering cloud and AI solutions to the U.S. Department of War, allied government agencies, and industry partners. According to the company’s announcement, the ecosystem is designed to streamline the transition from innovation to operational readiness in defense technology.

The announcement was made during Oracle AI World, the company’s technology conference being held in Las Vegas. For investors seeking deeper insights into Oracle’s valuation and growth prospects, InvestingPro offers exclusive access to 18+ additional ProTips and comprehensive financial analysis, including detailed Fair Value assessments and growth metrics. The platform’s research reports provide actionable intelligence for informed investment decisions.

In other recent news, Oracle has been the focus of several analyst updates and developments. Citi raised its price target for Oracle to $415, maintaining a Buy rating, and highlighted the recent stock pullback as a buying opportunity, despite concerns about backlog quality and profitability issues. BMO Capital also adjusted its price target to $355, maintaining an Outperform rating, and pointed to Oracle’s upcoming FA event as a potential positive catalyst. Meanwhile, Bernstein SocGen reiterated an Outperform rating with a price target of $364, noting Oracle’s ongoing business model transition and growth in its cloud infrastructure. TD Cowen maintained its Buy rating and a $375 price target, expressing optimism about Oracle’s upcoming AI World event.

Additionally, Google reported a significant hacking campaign targeting Oracle’s business products, affecting dozens of companies and resulting in the theft of substantial customer data. This incident underscores the challenges Oracle faces in cybersecurity. These recent developments provide a snapshot of Oracle’s current market position and the varying analyst perspectives on its future growth and challenges.

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