[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-oracle-heads-into-investor-day-as-goldman-cuts-its-target-to-206-heres-where-the-stock-could-go-by-2031-KO":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":341},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},145263,"Oracle, 투자자 데이 앞두고 골드만삭스가 목표가를 206달러로 하향 조정. 2031년까지 주가가 어디로 갈 수 있을까","2026-10-26T07:20:00","2026-10-26T01:24:17","TIKR가 추적하는 애널리스트들은 오라클의 2030 회계연도 매출과 수익을 회사 자체 목표치와 거의 정확히 일치하는 수준으로 예상하고 있지만, 주가는 그 EPS의 약 6배에 거래되고 있습니다. 프로젝트 주피터, 대기 오염 배출 허가, 그리고 CFO가 선호하는 마진 수준이 10월 28일이 해결해야 할 과제를 보여줍니다.","\u003Ch3 id=\"h-k-ey-stats-for-oracle-stock\" class=\"wp-block-heading\">오라클 주식의 \u003Cstrong>핵심 통계\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>현재 가격:\u003C\u002Fstrong> $126.16\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>목표 가격 (중간):\u003C\u002Fstrong> ~$417\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>시장 목표가:\u003C\u002Fstrong> ~$237\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>잠재적 총 수익률:\u003C\u002Fstrong> ~230%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>연간 IRR:\u003C\u002Fstrong> ~30% \u002F 연\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">지금 라이브: TIKR의 새로운 가치 평가 모델을 사용하여 좋아하는 주식의 잠재적 상승폭을 확인하세요 (무료입니다)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> &gt;&gt;&gt;\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">무슨 일이 있었나?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>오라클 (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&amp;ref=k8i24l&amp;cid=22247&amp;?ref=tikrblog\">\u003Cstrong>ORCL\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong>은 10월 23일 TIKR 기준 지난 1년 최고 종가보다 55.47% 낮은 $126.16에 거래를 마쳤습니다. 이 가격은 애널리스트들이 2030년 5월 31일로 끝나는 회계연도 2030년에 대해 예상하는 정규화 EPS 약 $20.80의 약 6배에 해당합니다. 또한 오라클 자체가 그 해에 목표로 하는 조정 EPS $21의 약 6배입니다. 약 4년 반 후의 수익에 대해 이렇게 낮은 가격을 지불한다는 것은 그 수익에 이르는 경로에 대한 깊은 의구심을 시사합니다. 오라클의 \u003Ca href=\"https:\u002F\u002Fwww.prnewswire.com\u002Fnews-releases\u002Foracle-investor-day-meeting-to-be-held-october-28-2026-302918062.html\">10월 28일 투자자 데이\u003C\u002Fa>는 그 목표를 설정한 지 1년 후, 답변을 해야 할 자리입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-2030-forecast-held-while-goldman-cut\" class=\"wp-block-heading\">\u003Cstrong>골드만 삭스가 목표가를 낮추는 동안 2030년 전망은 유지됨\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">오라클은 2025년 10월 16일 애널리스트 미팅에서 회계연도 2030년 목표로 매출 2,250억 달러와 조정 EPS $21을 공개했으며, 주가는 다음 날 약 7% 하락했습니다. 시장의 전망은 이 목표에 맞춰 움직였습니다. TIKR의 회계연도 2030년 매출 컨센서스는 2025년 9월 30일 약 1,980억 달러에서 12월 31일까지 약 2,270억 달러로 상승했습니다. 10월 25일 기준 약 2,260억 달러 수준이었지만, 그렇게 먼 미래를 예측하는 애널리스트는 11명뿐이었습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10월 23일, 골드만 삭스는 매수 등급을 유지하면서 목표가를 $240에서 $206으로 낮췄습니다. 골드만은 회계연도 2028년부터 2030년까지의 목표가 실현 가능한지, 그리고 데이터센터 구축이 어떻게 진행되고 있는지에 대해 의문을 제기했습니다. 캔터 피츠제럴드는 10월 22일 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcould-oracle-actually-achieve-120-upside-or-is-cantor-fitzgerald-totally-wrong\">$284 목표가를 재확인\u003C\u002Fa>했습니다. RBC는 이벤트를 앞두고 지켜보는 모드로 접근하며 애플리케이션 사업에 대한 더 명확한 기대치를 원하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이와 관련하여, 공동 CEO 마이크 시실리아는 9월에 오라클이 AI 월드에서 에이전트형 AI 가속기를 공개할 것이라고 말했습니다. 그는 이 가속기가 소프트웨어 배포를 \"수년에서 수개월, 수개월에서 수주로\" 단축할 것이라고 말했습니다. 오라클은 또한 10월 23일 파트너 생태계에 \u003Ca href=\"https:\u002F\u002Fwww.oracle.com\u002Fnews\u002Fannouncement\u002Fai-world-oracle-announces-1-billion-commitment-to-partner-ecosystem-2026-10-23\u002F\">4년간 10억 달러를 투자하겠다고 약속\u003C\u002Fa>하며, 이는 교육, 클라우드 마이그레이션 자금 지원 및 시장 진출 협력을 포함합니다. 주식은 골드만의 목표가 하향 조정과 파트너 소식이 동시에 나온 날 0.49% 상승하며 마감했습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA\" alt=\"\" class=\"wp-post-145263 wp-image-145290\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792974302\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 299w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792974302\u002Fimages\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41\u002FTIKR.com_ORCL-Analyst-Estimates-Trend-Revenue_145290bdc41.webp?_i=AA 1199w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">오라클 애널리스트 추정치 추이 - 매출 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&amp;?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR는 오라클에 대해 43명의 애널리스트를 추적합니다. \"매수\"라고 말하는 애널리스트는 몇 명일까요?\u003Cbr>\u003C\u002Fstrong> 오라클에 대한 매수, 보유, 매도 등급의 전체 분석과 월스트리트의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용하여 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&amp;ref=k8i24l&amp;cid=22247&amp;?ref=tikrblog\">오라클의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-project-jupiter-tests-magouyrk-s-bad-plan-rule\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>프로젝트 주피터, 마구이크의 \"나쁜 계획\" 규칙을 시험하다\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">9월 10일 컨퍼런스콜에서 공동 CEO 클레이 마구이크는 지연이 오라클의 계획에 내재되어 있다고 말했습니다: \"만약 그들의 계획이 모든 성과물의 100% 달성에 의존한다면, 우리는 그것을 부르는 용어가 있습니다. 그것을 '나쁜 계획'이라고 부릅니다.\" 그는 뉴멕시코 사이트도 위스콘신 사이트도 회계연도 2027년 가이던스에 영향을 미치지 않는다고 말했습니다. 이는 골드만이 의문을 제기한 회계연도 2028년부터 2030년까지를 열린 창으로 남겨둡니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">위험은 뉴멕시코에 있습니다. 블룸버그는 9월 보도에서 오라클이 프로젝트 주피터에 대해 불가항력 통지를 보내 캠퍼스가 2028년 시작을 놓칠 경우 지불을 연기할 권리를 보존했다고 전했습니다. 오라클은 프로젝트가 일정대로 진행 중이라고 말하지만, 마구이크는 오라클이 아직 현장의 대기 허가를 획득 중이라고 말했습니다. RBC는 AI 인프라 마진이 경영진이 가이드한 30%에서 40% 범위로 안정되는 시기에 대한 타임라인을 원하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하락한 총 마진에 대해 질문을 받은 CFO 힐러리 맥슨은 다른 지표를 지적했습니다: \"제게는 아마도 운영 마진이 우리가 따르고 싶은 궁극적인 지점일 것입니다.\" TIKR에 따르면, 오라클의 EBIT 마진은 8월 31일로 끝난 분기에 42.13%였습니다. 10월 28일은 더 많은 AI 용량이 온라인화되면서 이 수준이 유지되는지 보여줄 것입니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA\" alt=\"\" class=\"wp-post-145263 wp-image-145291\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792974316\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792974316\u002Fimages\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97\u002FTIKR.com_ORCL-Oracle-Corporation-EPS-Normalized_1452910fe97.webp?_i=AA 299w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">오라클 정규화 EPS \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&amp;?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR 고급 모델 분석\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>현재 가격:\u003C\u002Fstrong> $126.16\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>목표 가격 (중간):\u003C\u002Fstrong> ~$417\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>잠재적 총 수익률:\u003C\u002Fstrong> ~230%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>연간 IRR:\u003C\u002Fstrong> ~30% \u002F 연\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA\" alt=\"\" class=\"wp-post-145263 wp-image-145292\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792974323\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_631,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1263,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1684,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1399,h_1150,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 1399w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_246,c_scale\u002Ff_webp,q_auto\u002Fv1792974323\u002Fimages\u002FORCL_valuation_model-4_145292adf60\u002FORCL_valuation_model-4_145292adf60.webp?_i=AA 299w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">오라클 고급 가치 평가 모델 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&amp;?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">중간 시나리오는 전망이 아닌 하나의 가정 시나리오입니다. 맥락을 위해, 컨센서스는 정규화 EPS가 회계연도 2026년 $7.63에서 회계연도 2031년 약 $25로 상승할 것으로 보는데, 이 해에는 단 5명의 애널리스트만이 매출을 예측하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">주요 리스크는 프로젝트 주피터와 같은 사이트에서 용량 지연이 발생하여 매출과 수익이 뒤로 밀리는 것입니다. 상승 요인은 투자자 데이에서 회계연도 2030년 목표를 상향 조정하거나 AI 마진 범위에 대한 시기를 제시하는 경우입니다. 하방에서는 시장의 가장 낮은 목표가인 $110가 현재 가격보다 13% 낮습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-conclusion\" class=\"wp-block-heading\">\u003Cstrong>결론\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10월 28일, 주목해야 할 숫자는 $21입니다. 재확인되거나 상향된 목표와 AI 마진이 30%에서 40%에 도달하는 시기가 제시된다면 논의는 실행에 초점을 맞추게 될 것이며, 이는 12월 14일 예정된 2분기 실적 발표에서 검증될 수 있습니다. 하향 조정된 목표는 시장의 회계연도 2030년 EPS 추정치 약 $20.80을 함께 끌어내릴 가능성이 높습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-oracle-stock-actually-worth\" class=\"wp-block-heading\">\u003Cstrong>그렇다면 오라클 주식의 실제 가치는 얼마일까요?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR을 사용하면 어떤 주식의 미래 가격도 1분 안에 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 \u003Cstrong>오라클\u003C\u002Fstrong>의 잠재적 가치를 확인할 수 있습니다. 월스트리트 컨센서스 추정치에서 시작하거나, 입력값을 조정하여 본인의 비즈니스 전망을 반영하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>TIKR 무료에서 오라클 분석하기 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR이나 저희 콘텐츠 팀의 투자 또는 재정 조언 역할을 하거나 특정 주식을 매수 또는 매도하도록 권장하기 위한 것이 아님을 유의해 주시기 바랍니다. 저희는 TIKR 터미널의 투자 데이터와 애널리스트 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근의 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사드리며, 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",942,"ko","\u002Fblog\u002Foracle-heads-into-investor-day-as-goldman-cuts-its-target-to-206-heres-where-the-stock-could-go-by-2031","oracle-heads-into-investor-day-as-goldman-cuts-its-target-to-206-heres-where-the-stock-could-go-by-2031","images\u002F6-14_14527212d1c\u002F6-14_14527212d1c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973053\u002Fimages\u002F6-14_14527212d1c\u002F6-14_14527212d1c.png?_i=AA",{"altText":237,"imageCredit":238},"Oracle Heads Into Investor Day as Goldman Cuts Its Target to $206. Here’s Where the Stock Could Go by 2031","@Bianca Constantinescu's Images via Canva, @aukidphumsirichat via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Analysts tracked by TIKR forecast Oracle’s fiscal 2030 revenue and earnings almost exactly at the company’s own targets, yet the stock trades at about 6 times that EPS. Project Jupiter, an open air permit, and the CFO’s preferred margin show what October 28 has to settle.",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","예상 독서 시간","5 minutes",1200,630,[266,281,296,311,326],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"Eli Lilly 주가, 3분기 실적 발표 앞두고 2.5% 하락. 환자 수는 늘어났는데 매출이 감소할 수 있는 이유는?","2026-10-26 07:10:00","월스트리트는 엘리 릴리의 3분기 매출이 2분기보다 약간 낮을 것으로 예상하고 있으며, 이는 더 많은 환자가 치료를 시작함에도 불구하고 그렇습니다. 릴리 자체 제출 서류와 9월 컨퍼런스가 그 이유를 설명합니다.",887,"\u002Fblog\u002Feli-lilly-stock-fell-2-5-ahead-of-q3-heres-why-revenue-could-dip-even-as-patients-grow","eli-lilly-stock-fell-2-5-ahead-of-q3-heres-why-revenue-could-dip-even-as-patients-grow","images\u002F4-19_1452707e941\u002F4-19_1452707e941","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973029\u002Fimages\u002F4-19_1452707e941\u002F4-19_1452707e941.png?_i=AA",{"altText":267},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},[],[279],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"존슨앤드존슨, 영국에서 건선 치료제 '필' 승인 획득. 2030년까지 주가가 어디까지 갈 수 있을까","2026-10-26 07:05:00","Johnson & Johnson은 이틀 만에 두 건의 신약 소식을 발표했고, 주가는 올해 27.5% 상승했습니다. 거래로 인한 희석 효과가 실적 전망에 영향을 미치며 선행 이익 추정치는 하락했습니다. TIKR 모델은 $263.81로 무엇을 살 수 있는지 보여줍니다.",1018,"\u002Fblog\u002Fjohnson-johnson-won-uk-approval-for-its-psoriasis-pill-heres-where-the-stock-could-go-by-2030","johnson-johnson-won-uk-approval-for-its-psoriasis-pill-heres-where-the-stock-could-go-by-2030","images\u002F3-20_145269da577\u002F3-20_145269da577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973012\u002Fimages\u002F3-20_145269da577\u002F3-20_145269da577.png?_i=AA",{"altText":282},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":292},[],[294],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":308,"relatedPosts":310},"Nvidia 주가, 10월에 AI 지출 의심에 기술주 타격으로 거의 8% 하락. 2031년까지 주가가 갈 수 있는 곳은 다음과 같습니다","2026-10-26 07:00:00","Nvidia의 유일한 매도 의견은 고객 자금 조달이 숨겨진 할인처럼 작용하며, 순현금이 1월 이후 절반 이상 감소했다고 지적합니다. Nvidia 자체 서류는 보증이 어디로 가는지 보여줍니다.",922,"\u002Fblog\u002Fnvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031","nvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031","images\u002F2-19_145268f960c\u002F2-19_145268f960c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792972994\u002Fimages\u002F2-19_145268f960c\u002F2-19_145268f960c.png?_i=AA",{"altText":297},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":307},[],[309],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":312,"date":313,"excerpt":314,"wordCount":315,"uri":316,"slug":317,"cloudinaryAssetId":318,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"Meta 주가가 실적 상회에도 하루 만에 7% 하락했습니다. 매도할 시기인가, 아니면 매수할 시기인가?","2026-10-24 20:50:00","Meta는 매출에서 기대를 뛰어넘었음에도 AI 지출 우려로 테크주가 타격을 받으며 하루 만에 7% 하락했습니다. 이어닝스 콜에서 Muse의 비용이 어떻게 감소하는지에 대한 수치가 제시되었습니다.",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":312},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":322},[],[324],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":336,"categories":338,"relatedPosts":340},"넷플릭스가 2026년 현재 거의 30% 하락했습니다. 매도할 시점일까요, 아니면 대량 매수할 시점일까요?","2026-10-24 20:45:00","넷플릭스의 공동 CEO는 2026년에 미국 쇼가 더블과 트리플을 기록할 때, 나머지 세계는 홈런이 필요하다고 말합니다. 주가가 $65.85에 달하고 디즈니보다 스포티파이에 가까운 가격으로 책정된 상황에서, TIKR 모델은 구매자가 무엇에 대해 돈을 지불하는지 보여줍니다.",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":327},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":337},[],[339],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[342,361,375,392,409],{"id":255,"title":343,"date":298,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":348,"featuredImageOriginalUrl":349,"featuredImageMetadata":350,"author":351,"categories":355,"relatedPosts":360},"SK하이닉스, 10월 28일 주주환원 약속: 120억 달러 특별배당금 지급 가능할까?","SK하이닉스는 추정 자유현금흐름의 약 70%를 되돌려줄 수 있습니다. 수요일에 발표될 배당금 규모가 주주와 솔리딤 중 누가 현금을 받을지 보여줄 것입니다.",820,"\u002Fblog\u002Fsk-hynix-promises-shareholder-returns-on-october-28-can-it-pay-a-12-billion-special-dividend","sk-hynix-promises-shareholder-returns-on-october-28-can-it-pay-a-12-billion-special-dividend","images\u002FFEATURED-IMAGE-MAKER-1896\u002FFEATURED-IMAGE-MAKER-1896","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792994007\u002Fimages\u002FFEATURED-IMAGE-MAKER-1896\u002FFEATURED-IMAGE-MAKER-1896.png?_i=AA",{"altText":343},{"name":352,"slug":353,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":354},"Gian Estrada","giantikr",[],[356],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":362,"date":298,"excerpt":363,"wordCount":364,"uri":365,"slug":366,"cloudinaryAssetId":367,"featuredImageOriginalUrl":368,"featuredImageMetadata":369,"author":370,"categories":372,"relatedPosts":374},"머스크, \"스페이스X, 엔비디아 승리로 칩 공급에 400억 달러 확보\" 발언: \"우리는 투자 등급이다\"","머스크는 스페이스X가 GPU를 위해 400억 달러의 부채를 마감했다고 밝혔습니다. 엔비디아의 경우 이 자금은 2027년 수요를 뒷받침하지만, 헤드라인이 암시하는 것보다 훨씬 작은 규모의 거래입니다.",883,"\u002Fblog\u002Fmusk-says-spacex-locked-in-40-billion-for-chips-a-win-for-nvidia-were-investment-grade","musk-says-spacex-locked-in-40-billion-for-chips-a-win-for-nvidia-were-investment-grade","images\u002FFEATURED-IMAGE-MAKER-1897\u002FFEATURED-IMAGE-MAKER-1897","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792996223\u002Fimages\u002FFEATURED-IMAGE-MAKER-1897\u002FFEATURED-IMAGE-MAKER-1897.png?_i=AA",{"altText":362},{"name":352,"slug":353,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":371},[],[373],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[],{"id":255,"title":376,"date":377,"excerpt":378,"wordCount":379,"uri":380,"slug":381,"cloudinaryAssetId":382,"featuredImageOriginalUrl":383,"featuredImageMetadata":384,"author":385,"categories":389,"relatedPosts":391},"Bloom Energy, 6월 최고치 대비 44% 하락… 실적 발표 후 주가를 끌어내린 바로 그 수치","2026-10-26 00:59:42","캐시를 보여줘, 블룸.",685,"\u002Fblog\u002Fbloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","bloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","images\u002F4-10_125274308d0\u002F4-10_125274308d0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787164294\u002Fimages\u002F4-10_125274308d0\u002F4-10_125274308d0.png?_i=AA",{"altText":376},{"name":386,"slug":387,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":388},"Rexielyn Diaz","rexietikr",[],[390],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[],{"id":255,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":399,"featuredImageOriginalUrl":400,"featuredImageMetadata":401,"author":402,"categories":406,"relatedPosts":408},"Bank Of America, ServiceNow 주가 목표치 상향 조정... Q3 실적 발표 앞두고","2026-10-26 00:38:00","Bank of America는 ServiceNow의 목표 주가를 180달러로 상향 조정하고 10월 28일 발표 예정인 3분기 실적 발표를 앞두고 매수 등급을 유지했습니다. 주목해야 할 점은 다음과 같습니다.",616,"\u002Fblog\u002Fbank-of-america-raises-servicenow-price-target-third-quarter-earnings","bank-of-america-raises-servicenow-price-target-third-quarter-earnings","images\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792819580\u002Fimages\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva.png?_i=AA",{"altText":393},{"name":403,"slug":404,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":405},"Aditya Raghunath","adityatikr",[],[407],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[],{"id":255,"title":410,"date":411,"excerpt":412,"wordCount":413,"uri":414,"slug":415,"cloudinaryAssetId":416,"featuredImageOriginalUrl":417,"featuredImageMetadata":418,"author":419,"categories":423,"relatedPosts":425},"UnitedHealth, RBC의 $498 목표가에 3.5% 상승하며 관리 의료주 상승","2026-10-25 18:44:00","실적 발표 후 일주일이 지났지만, 애널리스트들은 여전히 배수에 대해 논쟁 중입니다.",721,"\u002Fblog\u002Funitedhealth-gains-3-5-on-rbcs-498-price-target-as-managed-care-stocks-rally","unitedhealth-gains-3-5-on-rbcs-498-price-target-as-managed-care-stocks-rally","images\u002FUnitedHealth-Stock\u002FUnitedHealth-Stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780120\u002Fimages\u002FUnitedHealth-Stock\u002FUnitedHealth-Stock.png?_i=AA",{"altText":410},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":422},"Bobby Sankhagowit","bobby",[],[424],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[]]