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# Oracle Stock Soars 12%, Adding $48 Billion, After Investor Day Cash Flow Plan
- URL: https://www.bullished.co/oracle-stock-soars-12-adding-48-billion-after-investor-day-cash-flow-plan-5e797acd/
- Published: 2026-10-28T18:47:45.000Z
- Updated: 2026-10-28T18:47:45.000Z
- Description: Oracle shares jumped after management promised positive free cash flow and a cap on new capital raises through fiscal 2030.
- Author: Matteo Parrino
- Tags: Markets, ORCL, Industry: Technology

[Oracle](https://www.bullished.co/tag/orcl/) shares [climbed 12.02%](https://www.sec.gov/Archives/edgar/data/0001341439/000119312526435853/d75538d8k.htm?ref=bullished.co) to $146.22 in Wednesday trading, as of 2:45 p.m. ET, adding about $48 billion in market value on the day the company held its Investor Day in Las Vegas. According to an SEC filing, management laid out a path to positive free cash flow and capped new capital raises through fiscal 2030.

## A cash flow promise at Investor Day

Oracle's co-CEOs and CFO also reaffirmed the fiscal 2027 outlook at the event, the filing shows. The stock was on pace for its biggest one-day gain since April 13, when it rose 12.7%.

The pledge lands on the sore point of the stock's year. Oracle sells software, cloud services and hardware that businesses use to run their IT systems, and it has been spending heavily to build cloud infrastructure for AI workloads.

## Punished for the AI buildout

Oracle shares were down about 33% year to date as of Tuesday's close, while the S&P 500 was up about 13% over the same span. On Tuesday the stock had already risen about 4% on [new chip partnerships](https://seekingalpha.com/news/4658111-oracle-perks-up-on-wave-of-new-chip-partnerships-ahead-of-investor-day?ref=bullished.co) ahead of the investor event.

In its most recent quarter, Oracle reported [revenue of $19.3 billion](https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm?ref=bullished.co), up 30%. Free cash flow was negative $5 billion as it spent on cloud infrastructure, even as operating cash flow hit a record $23 billion.

To fund the program, Oracle [sold $20 billion](https://www.thestreet.com/investing/oracle-ai-cloud-funding-gap-google-nvidia?ref=bullished.co) of common stock in that quarter through an at-the-market program, in which a company sells shares gradually into the open market. Its remaining performance obligations, the contracted business it has yet to deliver, stood at $664 billion.

## Guidance and the next report

For fiscal 2027, the company said in September it expects [total revenue of at least $90 billion](https://www.sec.gov/Archives/edgar/data/0001341439/000119312526387905/orcl-ex99%5F1.htm?ref=bullished.co) and adjusted earnings per share of $8.10\. Oracle is scheduled to report fiscal second-quarter results on Tuesday, December 8.

Oracle is scheduled to report fiscal second-quarter results on Tuesday, December 8, when it will show how its cash burn compares with the Investor Day pledge.

### Sources

- [Oracle perks up on wave of new chip partnerships ahead of Investor Day | Seeking Alpha](https://seekingalpha.com/news/4658111-oracle-perks-up-on-wave-of-new-chip-partnerships-ahead-of-investor-day?ref=bullished.co) — seekingalpha.com
- [Oracle Stock Climbs After AI World Updates. Here's The Next Test. | Investor's Business Daily](https://www.investors.com/news/technology/oracle-stock-ai-world-2026-google-nvidia-openai/?ref=bullished.co) — investors.com
- [Oracle Expands Cloud Infrastructure Arsenal With Google, OpenAI, And Cerebras Partnerships](https://finance.yahoo.com/technology/ai/articles/oracle-expands-cloud-infrastructure-arsenal-190110797.html?ref=bullished.co) — Yahoo Finance
- [Oracle has a spending question its new chip deals can’t answer](https://www.thestreet.com/investing/oracle-ai-cloud-funding-gap-google-nvidia?ref=bullished.co) — thestreet.com
- [Michael Burry Called It ‘One of the More Common Frauds.’ Oracle Stock Is Down 45% Since.](https://finance.yahoo.com/markets/stocks/articles/michael-burry-called-one-more-182811837.html?ref=bullished.co) — Yahoo Finance
- [The company's filing (Oracle Corp.)](https://www.sec.gov/Archives/edgar/data/0001341439/000119312526435853/d75538d8k.htm?ref=bullished.co) — SEC filing
- [Fortive Q3 Earnings Beat Estimates on Strong Core Growth, View Raised](https://www.zacks.com/stock/news/3017249/fortive-q3-earnings-beat-estimates-on-strong-core-growth-view-raised?cid=CS-ZC-FT-analyst%5Fblog|earnings%5Farticle-3017249&ref=bullished.co) — Zacks Investment Research
- [Oracle Corp. — Form 10-Q for the quarter ended 2026-08-31 (quarterly results)](https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm?ref=bullished.co) — SEC EDGAR
- [Oracle — earnings release (Form 8-K, Item 2.02), filed 2026-09-10](https://www.sec.gov/Archives/edgar/data/0001341439/000119312526387905/orcl-ex99%5F1.htm?ref=bullished.co) — SEC EDGAR

### More on Oracle

- [Oracle Sets Date For Positive Free Cash Flow And Caps New Funding At $20 Billion](https://www.bullished.co/oracle-sets-date-for-positive-free-cash-flow-and-caps-new-funding-at-20-billion-947509a7/)

[All Oracle (ORCL) coverage →](https://www.bullished.co/tag/orcl/)