The article estimates a $1,000 investment in Oracle could grow to roughly $2,430 by 2029, if the company converts its cloud backlog on schedule, meets the $15.80 average EPS estimate for fiscal 2029, and keeps a 20 P/E multiple. Remaining performance obligations reached $664 billion as of Aug. 31, up $209 billion from a year earlier, and management expects about half to convert to revenue within 36 months. Cloud infrastructure revenue hit $7.4 billion in the first quarter of fiscal 2027, up 121%, while GPU utilization reached 97.9%. However, free cash flow was negative $5 billion in the latest quarter due to heavy capital spending, and delays in bringing data-center capacity online could slow backlog conversion. The article's scenario puts the shares at $316 in three years, compared with a $130 close on Oct. 14.
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