Oracle Surges 12-14% on Massive FY2030 Revenue and FCF Targets
Oracle reported stunning long-term guidance — $225B+ revenue by FY2030 at 35%+ CAGR and $30B free cash flow by FY2029 — sending shares up over 12% and sparking a broader neocloud rally.
What we know
Oracle's guidance landed as a major positive shock: $225B in revenue by FY2030 (from ~$67B in FY2026), 40% operating margins, and $30B FCF in FY2029. The company says capex peaks in FY27-28 and is self-funded by FY29 — a critical detail for credit markets. An account on X called it 'a clean plan forward' for the company credit markets had feared most. Neocloud stocks also rallied; another account on X bought $NBIS at 175. Another account on X broke the initial surge headline at +12%.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.