Oracle Corp.’s stock is on pace for its best performance in three-and-a-half years — and analysts like what lies ahead. While Oracle beat expectations with its latest earnings results, analysts seem especially impressed by the company’s guidance and its commentary on the new fiscal year.

Oracle pushed upward on the market after jumping 13.3%. The tech giant delivered stronger profit and revenue for the latest quarter than analysts expected, and CEO Safra Catz said it expects revenue growth “will be dramatically higher” in its upcoming fiscal year.

U.S. stocks are drifting lower as momentum wanes from a big rally that had brought them to the brink of their record.