Oracle Slips as Street Questions Long-Range Cloud Ambitions Through 2030

Investors scrutinized Oracle’s new multiyear financial targets, sending shares lower as the company outlined plans for cloud revenue to more than double by 2030. Rather than celebrate guidance, traders focused on execution risk following recent volatility and competitive pressure in hyperscale and database markets. Management emphasized enterprise migration wins and AI workloads as growth pillars, but analysts flagged capex intensity and margin path uncertainty. While operating discipline remains a positive, the market is demanding clearer milestones on backlog conversion, OCI utilization, and sustained consumption growth.