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ORCLBullishCorporate Developmentsnews

High materiality8/10

Oracle outlines $225B revenue target and self-funded growth path

Oct 28, 2026, 2:28 PM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The disclosed multi-year revenue target, sustained growth plan, and free cash flow milestones improve visibility into ORCL's durability and capital-return potential, supporting multiple-year upside if targets are met and execution is stable.

AI summary

What happened, with direct paths to the underlying reporting

Oracle unveiled a multi-year plan to exceed $225 billion in FY30 revenue, driven by a >35% CAGR from FY26 to FY30. It targets 40%+ non-GAAP margins and $21 non-GAAP EPS, with self-funded growth beginning FY29 and positive free cash flow by FY28. Capex is set to peak earlier and decline, enabling a $30B FY29 FCF objective.

Oracle targets FY30 revenue above $225B; >35% CAGR from FY26 to FY30.
Positive free cash flow by H2 FY28; FY29 FCF target of $30B.
Cap raises limited to $20B through FY30; equity and debt split $10B each.
Growth self-funded from FY29; net debt/adjusted EBITDA under 3.5x by FY29.

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