At its investor day, Oracle repeated targets of at least $225 billion in fiscal 2030 revenue and $21 per share in non-GAAP earnings. Oracle will cap new stock and debt at $20 billion over fiscal 2027–2030, split $10 billion each, on top of $20 billion of stock already sold, versus $48 billion raised in fiscal 2026 when free cash flow was negative $23.7 billion. Management expects free cash flow to turn positive in the second half of fiscal 2028 and reach $30 billion or more in fiscal 2029. The author notes shares near $145 are down about 56% from their record close, and that at about 18 times the $8.10 adjusted earnings expected this fiscal year, the price looks reasonable. The author would consider a small stake and add more once capital spending starts to fall.
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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