Oracle Expects to Be Cash Flow Positive by 2028. The Stock Pops.

Oracle's long-range guidance beat Wall Street's math, and the stock popped. The company expects fiscal 2030 revenue above $225 billion, topping the $217.7 billion analysts surveyed by Wall Street had modeled. That's a gap of roughly $7.3 billion, or about 3%, between management's floor and the consensus figure.

The headline catalyst goes beyond revenue. Oracle says it expects to be cash flow positive by 2028, a specific timeline that gives investors a dated marker for when spending is projected to stop outrunning cash generation. The source ties the stock's rise directly to this combination of higher revenue guidance and the 2028 cash flow target.

The broader tape was split on the same day. Alphabet was heading for its worst day in more than six years after weak earnings, while Microsoft's solid results pushed its shares higher. Interpretation: with two of the biggest names in the group moving in opposite directions, Oracle's pop looks driven by its own guidance rather than a sector-wide bid.