The opportunity in $ORCL is getting ridiculous.

It’s the most obvious opportunity in the market right now. And one of the biggest.

Oracle expects to generate over $21 in EPS by FY2030.

Apply a conservative 20x P/E multiple, and you get a $420 stock.

That’s 250% upside from today’s $120 share price.

And here’s the crazy part.

Oracle’s average P/E ratio over the past decade has been 31x.

At that multiple, we’re talking about a $651 stock. That’s 442% upside.

Now look at the fundamentals:

• Revenue growing from $67B in FY2026 to over $225B in FY2030.
• Free cash flow turning positive in H2 FY2028.
• $30B in annual free cash flow by FY2029.
• Self-funded expansion starting in FY2029.

Today, Oracle also announced plans to raise another $20B through debt and equity.

Management expects this to cover its remaining capital markets funding needs through FY2030.

Think about that.

Oracle expects to more than triple its revenue, generate $30B in annual free cash flow, and fund its own expansion.

The market is pricing $ORCL at $120 while management is laying out a path to $420, even at a 20x earnings multiple.

I see a 250% opportunity hiding in plain sight.