Morgan Stanley Changes The Equation For FY15 For Oracle

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Oracle ORCL. In the report, Morgan Stanley noted, “Near-term, investors looking to bolster ORCL's ‘safe haven' status with a more durable secular growth story should find comfort in improving Cloud indicators. However, sustainability of margins likely becomes a rising issue thru FY15 as ORCL shifts into lower margin markets.” Oracle closed on Tuesday at $42.66.