Market Flux Event
Oracle Sets $225 Billion Revenue Target for FY2030 at Investor Day, Pledges Self-Funded Growth by FY2029
Read this in the Market Flux appOracle laid out an ambitious long-range financial roadmap at its Investor Day, targeting at least $225 billion in revenue by fiscal year 2030, a pace that implies more than 35% compound annual growth. The company also set a non-GAAP EPS target of $21 or more and a non-GAAP operating margin of at least 40% for that year.
For the nearer term, Oracle reaffirmed its FY2027 outlook of at least $90 billion in revenue and non-GAAP EPS of $8.10. By FY2029, it expects to generate more than $30 billion in free cash flow, a near $54 billion swing from its current free cash flow position, with capital expenditures beginning to step down after peaking in FY2027-2028.
Oracle expects its heavy AI infrastructure spending to peak in FY2027-2028, after which it says growth will be self-funded. The company also committed to limiting additional capital raises to no more than $20 billion through FY2030, and it anticipates turning free cash flow positive in the second half of FY2028. Analysts and observers noted skepticism around execution risks, capital needs, and customer diversification, with Oracle stock having faced pressure in the period surrounding the announcement.
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- FaststocknewssORACLE $ORCL SETS FY30 OUTLOOK OF $225B+ REVENUE AND $21+ NON-GAAP EPS AT INVESTOR DAY • FY30 outlook: revenue of $225B+, non-GAAP operating margin of 40%+, non-GAAP EPS of $21+ • FY29: targets free cash flow of $30B+, with capex expected to decrease • FY27 outlook reaffirmed: revenue of $90B+, non-GAAP EPS of $8.10 • Will limit additional capital raises to $20B through FY30
- FinancialjuiceOracle Reaffirms FY2027 Outlook, Targets $225 Billion Revenue by FY2030 $ORCL Oracle reaffirms FY2027 revenue outlook of at least $90 billion Oracle maintains FY2027 non-GAAP EPS guidance of $8.10 Oracle targets FY2030 revenue of at least $225 billion, representing a 35%+ CAGR Oracle sets FY2030 non-GAAP EPS target of $21 or more Oracle commits to limiting additional funding requirements Capital expenditures are expected to step down in fiscal 2029 Sees positive cash flow in 2028
- Crypto BriefingOracle sets FY30 outlook of $225 billion revenue and $21 EPS
- WallstengineOracle $ORCL is projecting a nearly $54B turnaround in annual free cash flow over 3 years Now expects to turn FCF positive in the H2 of FY28 & generate at least $30B in FY29 Expects its massive AI data center spending to peak in FY27-FY28 before declining in FY29 By FY29, Oracle says its growth will be self-funded.
- DeItaone$ORCL - ORACLE TARGETS $225 BILLION IN REVENUE BY 2030 Oracle forecasts at least $225 billion in revenue by fiscal 2030, implying over 35% annualized growth. The company targets 40% operating margins, $21 EPS, and $30 billion in free cash flow by fiscal 2029. Oracle expects AI infrastructure spending to peak in 2027–2028 before transitioning to self-funded growth.
- InvestingOracle sets FY30 revenue target above $225B with 35% growth rate
- ReutersOracle expects to turn cash flow positive in second half of fiscal 2028
- FirstSquawkORACLE REAFFIRMS ITS FY2027 OUTLOOK, MAINTAINING REVENUE GUIDANCE OF AT LEAST $90 BLN AND NON-GAAP EPS GUIDANCE OF $8.10
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- PiQMarketsOracle expects positive free cash flow in fiscal 2028 Oracle expects to achieve positive free cash flow in the second half of fiscal year 2028 and anticipates exceeding $30 billion in fiscal year 2029, according to CFO Hilary Maxson. The company also set ambitious long-term financial targets, aiming for over $225 billion in revenue and non-GAAP earnings per share surpassing $21 by fiscal year 2030.
- Unusual_WhalesWow, look at this. Oracle, $ORCL, is up more than 10%. It announced free cash flow should turn positive in the second half of FY2028, and that revenue should reach $225 billion+ by FY2030, growth of 35%+ a year from FY2026 Market Tide flipped hard bullish right as the stock ripped: net call premium jumped to ~$73M while net put premium faded.
- BullTheoryioBREAKING: $ORCL jumps +14.55% today after the company forecasts $225 billion in revenue by fiscal year 2030. Oracle also announced to turn their free cash flow positive, reaching above $30 Billion by 2028.