NoFOMO
Search 中EN Sign in Sign up

Peaked at #2 Now #3

Oracle Guidance Sends Shares Up 12%

Oracle guides to $30B FCF in FY2029 and $225B revenue by FY2030, sending $ORCL up over 12%.

Rank over time

Key points

  • Oracle says free cash flow will reach $30 billion in FY2029.
  • Oracle guides for $225 billion in revenue by FY2030, implying over 35% annualized growth.
  • Oracle 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.

Key points and the reaction summary are written by AI from the posts on this page. Check the original post. How we use AI

Original post

The Kobeissi Letter @KobeissiLetter 2.7M followers

BREAKING: Oracle stock, $ORCL, surges over +12% after announcing expectations that free cash flow will reach $30 billion in FY2029. Investors had expected free cash flow to remain negative in that year. The company is also guiding for $225 billion in revenue by FY2030. https://t.co/jLSIyqickJ
Post image
564likes 64reposts 48replies 68.5Kviews

View on X Save

What others are saying

1 more
  1. *Walter Bloomberg @DeItaone 298

    Oracle forecasts at least $225B revenue by fiscal 2030, over 35% annualized growth, targeting 40% operating margins and $21 EPS.

    View on X

Top replies on X

Sign in to see 5 top replies from X

From @TRothell62855, @BrewMetaX, @MertOnMarkets and others. Spam removed, with English and Chinese translations.

Sign up free Have an account? Sign in

Discussion 0

No comments yet. Start the conversation.

Suggest a source

Is there a first-hand source we're missing, or a topic we should watch? Tell us. Once approved, everyone's board covers it.

@username or profile link