$ORCL · Schwab Network · 2026-10-28
Oracle的FY2030计划目标包括：营收至少2250亿美元、年均增长35%、每股收益21美元或以上、营业利润率超过40%、FY2028下半年自由现金流为正、FY2029自由现金流超过300亿美元，且到2030年额外资本增加上限为200亿美元；这些预测凸显其有能力将AI需求转化为盈利增长，同时管理产能成本，并缓解投资者对融资和现金流的担忧。
逐段跳播
Oracle 在今天的投资者日上公布了一项雄心勃勃的增长计划，目标是到2030财年实现至少2250亿美元的年收入。这意味着年均增长35%，每股收益达到21美元或以上，营业利润率超过40%。
公司还表示，预计自由现金流将在2028财年下半年转正，到2029财年超过300亿美元，同时在2030年之前将额外资本增加限制在200亿美元，因为公司将继续对AI云基础设施进行大规模投资。
这些预测凸显了Oracle 将不断增长的人工智能需求转化为盈利增长的能力，同时管理建设产能的巨大成本，并缓解投资者对融资和现金流的担忧。
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.
在初步发布该预测后，我们看到该股跳涨超过12%，该股最终收涨约10.6%。
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%.
这个频道对 $ORCL 的历次判断
Schwab Network 在这只股票上共 14 条判断，这里只列相邻的几条。