Oracle downgraded to Equal Weight from Overweight at Morgan Stanley Morgan Stanley analyst Keith Weiss downgraded Oracle to Equal Weight from Overweight and maintained his $45 price target on shares. Weiss said strong cloud bookings have failed to drive multiple expansion due to the long conversion into revenue growth. He also cites a larger than expected impact on earnings from the cloud transition and lack of visibility into the duration of those impacts. Additionally, the analyst said there are rising concerns about the core database business given the increasingly competitive environment. Weiss expects Oracle to deliver 10-12% total returns, inline with the market, and said shares need improvement from the cloud business and/or a robust database cycle to drive shares significantly higher.