Morgan Stanley notes that Oracle’s expansion of its AI infrastructure poses a risk to its EPS targets

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Morgan Stanley notes that Oracle’s expansion of its AI infrastructure poses a risk to its EPS targets

By Brandon Evans
Publication Date: 2026-01-23 15:51:00

Morgan Stanley cuts Oracle’s (ORCL) price target, warning that AI-GPUaaS expansion could miss EPS targets and drive up capital spending, debt and leverage ratios.

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