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Morgan Stanley Slashes Oracle Price Target Amid AI Infrastructure Concerns

Morgan Stanley Slashes Oracle Price Target Amid AI Infrastructure Concerns

Author:

Global Cryptocurrency

Published:

2026-01-26 10:34:02

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BTCCSquare news:

Morgan Stanley cut Oracle's price target by 30% to $213, citing mounting costs from its GPU-as-a-Service expansion. The bank warns Oracle's AI infrastructure buildout could pressure earnings beyond current market expectations, despite Guggenheim maintaining a $400 target calling it a 'decade stock.'

Oracle's debt has ballooned from $71B to $105B over five years during its transition to an AI cloud provider. Wall Street consensus remains bullish with a $302.41 average target (70% upside), but credit markets may not be pricing the full capital requirements.

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