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Oracle Has 30% Upside, JPMorgan Says. The Market May Be Missing Its AI Transformation.

Reviewed by ClearTape · Source: Benzinga

Key takeaways

JPMorgan sees 30% upside in Oracle's stock, driven by the company's accelerating AI transformation and growth prospects.
Oracle's cloud infrastructure revenue expected to expand tenfold by 2030, reaching $180 billion
33% annual revenue growth through fiscal 2030
29% annual earnings-per-share growth through fiscal 2030

What happened

JPMorgan expects Oracle's cloud infrastructure revenue to expand tenfold by 2030, reaching $180 billion.

Why it matters

This growth, combined with 33% annual revenue growth and 29% annual earnings-per-share growth, suggests Oracle's financial profile is changing rapidly, but its valuation lags behind.

Short-term and longer-term

Short-term. Oracle's cloud infrastructure revenue is expected to expand tenfold by 2030, reaching $180 billion, which could drive the stock price higher.

Longer-term. Over the next few months, the question for Oracle is whether this changed the longer case, or it is one event.

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