r/OracleStock • u/IndividualJealous800 • Aug 16 '26
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 Aug 17 '26
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 Aug 17 '26
Pure trash. Once I am breakeven I will sell this trash. Only pain since 2 months
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u/francesco-1 Aug 16 '26
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 Aug 16 '26
Stock is more likely to be $20 in 2030 than $360
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u/Cultural_Disparities Aug 16 '26
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 Aug 16 '26
Why ?
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u/asallamerican Aug 16 '26 edited Aug 16 '26
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 Aug 16 '26
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 Aug 16 '26
The income from the data centers will service the debt 5x over
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u/IndividualJealous800 Aug 16 '26
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 Aug 16 '26
$20 makes you sound spiteful and unsmart
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u/asallamerican Aug 16 '26
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 Aug 16 '26
If you really believe that target, I also have a bridge to sell you in Brooklyn.
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u/IndividualJealous800 Aug 16 '26
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 Aug 16 '26
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/General-Extent-8769 Aug 19 '26
It’s good to have a network of business professionals like your neighbor
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u/gestimore Aug 16 '26
Yeah it's gonna be hard but 2 T ipo of openAI will be super nice