Oracle's Path to $800 Per Share by 2030: Cloud Growth vs. Heavy Capex
Summary
Oracle's Q4 FY2026 revenue hit $19.18B with cloud infrastructure surging 93% YoY and remaining performance obligations reaching $638B. Despite strong cloud growth, shares trade at $184.29 — down ~5% YTD and 46% below the 52-week high — with negative free cash flow of -$23.69B due to $55.66B in capex. The article analyzes whether Oracle can reach $800 per share by 2030, presenting a base case of $422.75 and a bull case of $794.07, requiring significant EPS compounding and multiple expansion.
Source
bskyOracle's Path to $800 Per Share by 2030: Cloud Growth vs. Heavy Capexbriefly.coKey quotes
· 3 pulledQ4 FY2026 revenue reached $19.18B, with cloud infrastructure up 93% year over year and remaining performance obligations rising to $638B.
Shares trade at $184.29, down 4.87% year to date and 11.73% over one year, and are 46.3% below the $343.01 52-week high.
Consensus targets imply about 37% upside to $252.64, while a 2030 base case projects $422.75 and a bull case $794.07, requiring major EPS compounding and multiple expansion to reach $800.
You might also wanna read
Oracle's $300 Billion OpenAI Deal Leads to $315 Billion Market Value Loss
Oracle's stock has lost approximately $315 billion in market value since announcing a $300 billion deal with OpenAI in September, representi
ft.com·7mo ago
Oracle Stock Surges 36% in Best Day Since 1992, Adding $244 Billion in Market Value
Oracle's stock surged 36% in a single day, marking its best performance since 1992 and adding $244 billion in market value. The dramatic ris
cnbc.com·9mo ago
Alphabet Reports Record $100+ Billion Quarterly Revenue with 34% Cloud Growth
Alphabet (Google's parent company) reported third-quarter earnings that exceeded analyst expectations, with quarterly revenue surpassing $10
cnbc.com·7mo ago
Oracle Considers 30,000 Job Cuts and Cerner Sale to Fund AI Data Center Expansion Amid US Bank Retreat
Oracle is reportedly considering cutting up to 30,000 jobs and selling its Cerner healthcare unit to fund AI data-center expansion, as US ba
cio.com·3mo ago
OpenAI and Oracle Sign $300 Billion Cloud Computing Deal for Stargate Project
OpenAI and Oracle have signed a massive $300 billion cloud computing deal over five years, starting in 2027, as part of the broader Stargate
The Verge·9mo ago
Nvidia Reports Record Q3 2026 Earnings: Data Center Revenue Hits $51.2 Billion with $10 Billion Quarterly Growth
Nvidia reported record-breaking Q3 2026 earnings with $57 billion in revenue and $51.2 billion from its data center business, representing a
The Verge·7mo agoComments
Sign in to join the conversation.
No comments yet. Be the first.