Morgan Stanley Flags GPU-as-a-Service Buildout as EPS Pressure Point for Oracle Corporation (ORCL)
OracleOracle(US:ORCL) Yahoo Finance·2026-01-29 12:41

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The third stock on our list is Oracle Corporation. TheFly reported on January 23 that Morgan Stanley lowered its price target for ORCL to $213 from $320 and maintained an Equal Weight rating. The firm acknowledged that GPU-as-a-Service represents a sizable revenue opportunity but noted that the buildout is likely to push EPS below company targets and increase funding needs. Additionally, Morgan Stanley stated that it believ ...