Oracle stock pops after the software giant projected $225 billion in revenue for fiscal 2030, signaling average annual growth of 35%, and outlined a plan to limit additional fundraising over that period to $20 billion.
Analysts surveyed by LSEG had anticipated 8% growth in fiscal 2027, with an acceleration in the two subsequent years. Their current consensus for fiscal 2030 revenue sits at $224.2 billion, closely aligning with Oracle’s target.
Oracle stock pops on long-term growth and funding outlook
As part of its funding framework for fiscal years 2027 through 2030, the company said the $20 billion cap on new capital will be split evenly between equity and debt.
In a filing with the Securities and Exchange Commission, Oracle noted that vendor financing, customer-supplied hardware, and customer prepayments are expected to reduce upfront cash needs during the period until the company reaches sustained positive free cash flow.
Shares rallied Wednesday following the guidance update, which investors read as a vote of confidence in Oracle’s multi-year growth trajectory and balance sheet strategy. The move comes amid broader market focus on equity valuations, following warnings such as those from an HSBC strategist about AI rally risks.
This is a developing story. Check back for updates.
