Wall Street’s attention is firmly fixed on Oracle as the software giant approaches what market experts are calling its most significant corporate event in twenty years. The upcoming “Oracle AI World” conference in Las Vegas arrives as the company’s shares rebound from recent declines, with investors seeking clear evidence that Oracle’s artificial intelligence ventures can translate into sustainable profitability.
Unprecedented Analyst Expectations
Market sentiment remains decidedly bullish, with two prominent investment banks recently reinforcing their buy ratings for Oracle. Citi analyst Tyler Radke views the stock’s recent 11 percent pullback as an attractive entry point, projecting remarkable annual profit growth of 30 percent through 2030.
Even more optimistic is Evercore ISI’s Kirk Materne, who considers a $200 billion revenue target for Oracle’s cloud division by 2030 to be “entirely realistic.” This projection substantially exceeds the company’s previously communicated goal of $144 billion.
Record Backlog Fuels Investor Optimism
The source of market enthusiasm stems from Oracle’s staggering $450 billion contract backlog, secured through multi-billion dollar agreements with major AI enterprises. Soaring demand for AI infrastructure has already propelled the company’s shares upward by more than 50 percent since the beginning of the year.
Should investors sell immediately? Or is it worth buying Oracle?
However, this explosive growth presents its own challenges. Investors are increasingly questioning whether massive investments in new data center infrastructure will ultimately deliver satisfactory returns. The substantial capital requirements for expanding AI capabilities create uncertainty around future profit margins.
Pivotal October Event
All eyes now turn to the October 15-16 “Oracle AI World” conference, where Oracle leadership faces mounting pressure to address profitability concerns. Market participants eagerly anticipate Chairman Larry Ellison’s keynote address and detailed financial projections extending to 2030. TD Cowen has characterized the upcoming event as Oracle’s “most anticipated” analyst day in two decades.
The stakes couldn’t be higher. Oracle must not only present compelling long-term objectives but also articulate a definitive strategy for converting enormous AI demand into profitable operations. The company’s ability to convince investors of its path to monetization will likely determine whether recent stock performance represents sustainable momentum or temporary enthusiasm.
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