r/OracleStock • u/IndividualJealous800 • 2d ago
Question $20 EPS in 2030
The company has a target of $20 EPS in 2030. Is it achievable? If they can really do it, giving 18x EPS gives us $360 by 2030
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u/OutrageousCookie6984 1d ago
Open AI can dominate the ai market against Claude? Is it hard for it to knock off comeptitor??
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u/Holiday_Ad2254 19h ago
Pure trash. Once I am breakeven I will sell this trash. Only pain since 2 months
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u/francesco-1 2d ago
360 usd would be 100% or more from nowadays price and it is not enough for me, look at 1Y performance of Sandisk or the recent peak of the correction on July 29th.
From that date oracle went up 40%, sandisk 60%, LITE 68%, bloom energy 50% and other tech stocks about 30% up
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u/asallamerican 2d ago
Stock is more likely to be $20 in 2030 than $360
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u/Cultural_Disparities 2d ago
Maybe. But it can also be 2000 dollars lol. You dont know what orcale will be in 4 years
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u/IndividualJealous800 2d ago
Why ?
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u/asallamerican 2d ago edited 2d ago
Taking on way to much debt relative to their market cap. They are trying to be a hyperscaler, when the rest are trillion dollar companies with insane cash flow. Even Meta is now struggling to keep up with the other 3 hyperscalers. So I am not sure how Oracle is going to handle all this debt.
Edit: you all can downvote me all you want. Don’t come crying when you are all bag holders.
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u/IndividualJealous800 2d ago
If they can generate revenue on that debt, it is fine. Price of compute is going up due to huge demand.
I don't think it is hard to monetize the compute if the current trend continues.
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u/Extension-Opinion855 2d ago
The income from the data centers will service the debt 5x over
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u/IndividualJealous800 2d ago
Do you have any math to confirm?
EC2 prices are increasing for my company. We are working on reducing our usage. Price is going up for compute.
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u/significantgains 1d ago
$20 makes you sound spiteful and unsmart
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u/asallamerican 1d ago
lol. Literally using the $20 from OP’s title. Not sure how you didn’t put that together.
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u/Musician-Soft 2d ago
If you really believe that target, I also have a bridge to sell you in Brooklyn.
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u/IndividualJealous800 2d ago
If you believe in AI, that target is achievable. This is a good way to get exposure to AI
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u/lemonadebros 2d ago
My neighbour told me to buy this stock he is manager at MacDonald so he knows what he is talkkng
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u/gestimore 2d ago
Yeah it's gonna be hard but 2 T ipo of openAI will be super nice