Morgan Stanley Flags GPU-as-a-Service Buildout as EPS Pressure Point for Oracle Corporation (ORCL)

Company Overview - Oracle Corporation (NYSE:ORCL) is a global technology company specializing in database software, cloud solutions, and enterprise software products, providing businesses with tools for data management, analytics, and digital transformation [4] Stock Performance - On January 22, Oracle's shares rose by $4.02 (2.31%) to approximately $177.90, with options activity near average and a put/call ratio of 0.54, indicating a somewhat positive tone [3] Analyst Insights - Morgan Stanley lowered its price target for Oracle to $213 from $320 while maintaining an Equal Weight rating, citing that the GPU-as-a-Service buildout represents a significant revenue opportunity but may pressure EPS below company targets and increase funding needs [2] - Morgan Stanley expressed concerns that Oracle has no clear path to meet its EPS targets, which is reflected in the current share price and the revised price objective [2]