Oracle raises FY 2027 non-GAAP EPS guidance to $8.05, confirms $90B revenue target
Oracle Corporation raised its full-year fiscal 2027 non-GAAP earnings per share guidance to $8.05, representing 18% growth after adjusting for one-time gains from the Ampere chip business and Bloom Energy warrant sales in fiscal 2026. The company confirmed prior revenue guidance of $90 billion for fiscal 2027. For Q1 FY 2027, Oracle guided total revenues to grow 27–29% and total cloud revenue to grow 57–63%, with non-GAAP EPS expected between $1.71–$1.75 in constant currency.
Key facts
- FY 2027 non-GAAP EPS guidance raised to $8.05, representing 18% growth after one-time adjustments
- FY 2027 total revenue guidance confirmed at $90 billion
- Q1 FY 2027 total revenue expected to grow 27–29%
- Q1 FY 2027 total cloud revenue expected to grow 57–63%
- Q1 FY 2027 non-GAAP EPS expected between $1.71–$1.75 in constant currency
- FY 2026 Remaining Performance Obligations $638 billion, up $85 billion sequentially
- FY 2026 total revenues $67.4 billion, up 17%
- FY 2026 cloud revenues $34.0 billion, up 39%
- Oracle raised $43 billion in debt financing and $5 billion in equity financing in FY 2026
- FY 2027 Oracle expects to raise approximately $40 billion through debt and equity including $20 billion at-the-market equity issuance
Why it matters
Oracle's raised EPS guidance and confirmed $90B revenue target reflect confidence in sustained cloud infrastructure momentum driven by AI demand; the guidance reflects the company's ability to convert record RPO ($638 billion, up 363% year-over-year) into revenue while managing a $40 billion capital raise planned for FY 2027 to support continued datacenter expansion.
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Derived from 8-K filed 2026-06-10. Not investment advice. View the source filing on SEC.gov →