ORACLE CORP — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Oracle hosted Investor Day on October 28, 2026, projecting $225 billion+ total revenue by FY30 (>35% CAGR from FY26), non-GAAP operating margin of 40%+, and non-GAAP EPS of $21+. The company committed to limiting additional capital raises through FY30 to $20 billion ($10B equity, $10B gross debt, excluding refinancing) and projects positive free cash flow by H2 FY28 with $30B+ free cash flow target for FY29. FY27 guidance reaffirmed at $90B+ revenue and $8.10 non-GAAP EPS.
Why this rating
Long-term targets and capex discipline are material guidance; $20B raise is 0.006% of market cap—immaterial in size. Meaningful but not trajectory-altering for $347B company.
See more from October 28, 2026.
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