I spent some time after yester-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I spent some time after yesterday's earnings report running a few rough valuation scenarios for Oracle over the next several years.

These estimates are based on Oracle's current $638B RPO (backlog), current EPS of approximately $7.63, and the continued expansion of its AI infrastructure business.

This is simply my personal projection framework, not investment advice.

**Conservative Case**

- Revenue: ~$110B

- EPS: ~$10

- P/E: 30x

- Fair Value: ~$300/share

**Base Case**

- Revenue: ~$130B

- EPS: ~$13

- P/E: 35x

- Fair Value: ~$450–500/share

**AI Infrastructure Supercycle**

- Revenue: $150B+

- EPS: $15–18

- P/E: 40x

- Fair Value: ~$600–720/share

At today's price, Wall Street seems focused on debt, CapEx, and short-term volatility.

I'm more focused on Oracle's AI growth, cloud expansion, and the $638 billion of contracted demand already on the books.

Time will tell which scenario plays out, but that's how I currently see the potential path for $Oracle(ORCL)$ over the next few years.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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These estimates are based on Oracle's current $638B RPO (backlog), current EPS of approximately $7.63, and the continued expansion of its AI infrastructure business. This is simply my personal projection framework, not investment advice. **Conservative Case** - Revenue: ~$110B - EPS: ~$10 - P/E: 30x - Fair Value: ~$300/share **Base Case** - Revenue: ~$130B - EPS: ~$13 - P/E: 35x - Fair Value: ~$450–500/share **AI Infrastructure Supercycle** - Revenue: $150B+ - EPS: $15–18 - P/E: 40x - Fair Value: ~$600–720/share At today's price, Wall Street seems focused on debt, CapEx, and short-term volatility. I'm more focused on Oracle's AI growth, cloud expansion, and the $638 billion of contracted demand already on the books. Time will tell which scenario plays out, but that's how I currently see the potential path for $Oracle(ORCL)$ over the next few years.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/574190029013456","repostId":0,"isVote":1,"tweetType":1,"viewCount":76,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":836,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/574190029013456"}