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Oracle shares trade near 6x 2030 EPS target amid funding cap raise and AI cloud expansion plans.

Analyst Insights
13 Nov 2026, 16:00 WIB
Seeking Alpha
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Bullish
Oracle shares trade near 6x 2030 EPS target amid funding cap raise and AI cloud expansion plans.

Oracle Corporation shares trade near six times its fiscal 2030 earnings per share target, reflecting significant execution risk. The company has raised its full $20 billion funding cap, causing a 2.85% dilution from new shares and adding $776.75 million in annual interest from bonds. Oracle plans to introduce Alphabet TPUs to its cloud in 2027, diversifying its AI infrastructure, though details on capacity and costs remain unknown. Delays in Jupiter permitting may affect earnings timing, but free cash flow improvements are expected to remain stable, with mid-December earnings providing the next update.

Oracle's market capitalization stands at $396.29 billion as of November 13, 2026, 21:11 WIB, highlighting its significant scale despite recent execution risks noted in the news. The stock price on Pluang is USD 128.79, up 1.30% for the day, with a dividend yield of 1.57%, reflecting steady investor interest. Trading volume reached 22,363,195 shares, and typical hold time is 77 days, indicating moderate trading activity and investor confidence in the company’s longer-term prospects.

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