$Oracle(ORCL)$ **Oracle (ORCL)-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Oracle(ORCL)$ **Oracle (ORCL) Review**

Oracle has reinvented itself as a leading AI infrastructure and cloud player. Cloud revenue is accelerating sharply, driven by OCI and massive multi-year AI contracts that have pushed remaining performance obligations above $660 billion. Management targets over $225 billion in revenue by FY2030 with strong margins and a clear path to positive free cash flow in the second half of FY2028.

The stock has been punished for the heavy capital spending and recent $20 billion equity-plus-debt raise needed to fund data-center expansion, leaving shares roughly 50-60% below 2025 highs. At current valuations near 15x forward earnings, the risk-reward looks more balanced for investors willing to wait for the spending cycle to peak and cash generation to improve.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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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Cloud revenue is accelerating sharply, driven by OCI and massive multi-year AI contracts that have pushed remaining performance obligations above $660 billion. Management targets over $225 billion in revenue by FY2030 with strong margins and a clear path to positive free cash flow in the second half of FY2028.</p>\n<p><br></p>\n<p>The stock has been punished for the heavy capital spending and recent $20 billion equity-plus-debt raise needed to fund data-center expansion, leaving shares roughly 50-60% below 2025 highs. At current valuations near 15x forward earnings, the risk-reward looks more balanced for investors willing to wait for the spending cycle to peak and cash generation to improve.</p><img src=\"https://community-static.tradeup.com/news/065c6ceafb5dfc84b561aae419cacd50\" tg-width=\"906\" tg-height=\"1273\"></body></html>","text":"$Oracle(ORCL)$ **Oracle (ORCL) Review** Oracle has reinvented itself as a leading AI infrastructure and cloud player. 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