Oracle(US:ORCL) Benzinga·2025-10-17 15:43Core Insights - Oracle Corporation has set ambitious long-term growth targets, projecting $225 billion in revenue by fiscal 2030, indicating a 31% five-year CAGR, with Oracle Cloud Infrastructure (OCI) expected to reach $166 billion in revenue [3][4] - The company reported strong bookings, with approximately $65 billion in IaaS total contract value secured in a single month, and remaining performance obligations (RPO) exceeding $500 billion [4][6] - Despite positive growth indicators, Oracle's stock traded lower, down 7.99% at $288.25 [7] Revenue and Growth Projections - Oracle's long-term revenue target is set at $225 billion by fiscal 2030, with OCI revenue projected to increase from $144 billion to $166 billion [3] - The company anticipates a 75% five-year CAGR for OCI, with an EPS target of $21 for fiscal 2030 [4] Analyst Ratings and Price Forecasts - Piper Sandler analyst Hannah Rudoff maintained an Overweight rating on Oracle, raising the price forecast from $330 to $380 [2] - JP Morgan analyst Mark R Murphy reiterated a Neutral rating with a price forecast of $270 [2] Market Demand and Infrastructure - Oracle's growth is driven by strong demand for AI infrastructure, with significant new business secured from major clients, including Meta Platforms Inc [6] - The company faces supply constraints due to challenges in securing data center capacity and power, which may impact free cash flow despite long-term growth potential [7] Financial Performance Expectations - Piper Sandler projects second-quarter 2026 revenue of $16.1 million and EPS of $1.64, while JP Morgan estimates revenue of $16.3 million and EPS of $1.61 for the same period [5][7]