Oracle (NYSE: ORCL) last took investors through its long-term plan on Oct. 16, 2025, at a financial analyst meeting during its Oracle AI World conference. Management targeted $225 billion of revenue in fiscal 2030, more than triple the $67 billion it expected for fiscal 2026, plus $21 of non-GAAP (adjusted) earnings per share. Shares closed at $313 that day -- and dropped about 7% the next.
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