Schwab Network on $ORCL (Oct 28, 2026)
Oracle's FY2030 plan targets at least $225B revenue, 35% average annual growth, EPS of $21 or more, >40% operating margins, positive FCF in 2H FY2028 and >$30B in FY2029, with additional capital increases capped at $20B through 2030; these projections highlight its ability to turn AI demand into profitable growth while managing capacity costs and reducing investor concerns about financing and cash flow.
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Oracle unveiled an ambitious growth plan at today's investor day , targeting annual revenues of at least $225 billion by fiscal year 2030. This implies average annual growth of 35%, with earnings per share of $21 or more, and operating margins exceeding 40%.
The company also stated that it expects its free cash flow to turn positive in the second half of fiscal year 2028, reaching more than $30 billion in fiscal year 2029, while limiting additional capital increases through 2030 to $20 billion , as it continues its massive investments in AI cloud infrastructure .
Now, these projections highlight Oracle's ability to transform the growing demand for artificial intelligence into profitable growth, while managing the enormous costs of building capacity and reducing investor concerns about financing and cash flow.
We saw a jump in the stock by more than 12% upon the initial release of the forecast, and the stock ended the session up by about 10.6%.
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Schwab Network has 14 calls on this stock; only the adjacent ones are shown.