Oracle aims for $900 per share with projected $200 billion in sales

In Poland on September 7, 2025, Oracle Corporation showcased a profound shift in its business achievement, aligning its growth strategy with the escalating demand for AI-driven cloud services. The company reported an astonishing 359% year-over-year increase in its remaining performance obligations (RPO), which surged to $455 billion. This significant RPO reflects contracts already committed by customers, providing a sturdy foundation for future revenue security. Oracle's trajectory suggests ambitious growth, with projected cloud infrastructure revenue set to reach $18 billion in 2025, $32 billion by 2027, and escalating to $200 billion annually by 2030. As global companies invest heavily in AI technologies, the demand for scalable and reliable cloud infrastructure becomes essential, where Oracle has positioned itself favorably to capitalize on this trend. The impressive projections may also lead to a favorable 40 times price-to-earnings (P/E) ratio for the company, considered conservative compared to the higher multiples assigned to other tech giants like Microsoft and Amazon. The ongoing AI and cloud revolution is cited as a driving force behind Oracle's growing market position, signifying a robust demand for its services as companies rush to implement AI solutions. Despite optimistic projections, Oracle faces competition from major players in the cloud space, including Amazon's AWS, Microsoft Azure, and Google Cloud. Additionally, potential execution risks and challenges could threaten their planned scaling strategy. However, the current results underscore a transformative phase for Oracle, highlighting its potential to reach a share price of $900 amidst dynamic market conditions and growing requirements for AI solutions.