Oracle (ORCL) remains a long-term cloud computing story despite near-term headwinds

Oracle (ORCL) remains a long-term cloud computing story despite near-term headwinds

By Jabran Kundi
Publication Date: 2026-01-30 20:42:00

Oracle Corporation (NYSE:ORCL) is one of the the most promising cloud stocks according to analysts. Morgan Stanley lowered its price target on Oracle Corporation (NYSE: ORCL) from $320 to $213 in an update published on January 23rd. The stock is currently trading about 19% below that level. The investment firm is confident that the company will successfully capitalize on its massive GPU-as-a-Service (GPUaaS) opportunity. However, the capital intensive setup required to successfully deliver this service is likely to result in a decline in revenues in the short term.

Oracle’s (ORCL) strategic innovation increases dividend attractiveness

On January 20, Guggenheim analyst John Difucci maintained his Buy rating on the stock and set his price target at $400. The company views Oracle as a long-term growth story and expects tremendous EPS growth and free cash flow over the coming decade.

In another major development in a transaction completed on January 22, Oracle, PE firm Silver Lake Management and…