MS Morgan Stanley Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
00:01
25 авг
25 авг
Morgan Stanley is great, don't sell.
Morgan Stanley is a 'great' company and investors with large gains should not sell the stock. While taking some profits is acceptable, the fundamental view on the company is very positive.
Выс.
15:00
13 авг
13 авг
Robust capital markets activity benefits large banks.
Global Systemically Important Banks (GSIBs) remain the leadership sector in financials due to robust capital markets activity driven by the AI hyperscaler trade and corporate M&A, with Morgan Stanley particularly favored for its ability to capture flow-through into wealth assets.
Выс.
23:10
10 авг
10 авг
Morgan Stanley facilitates massive infrastructure initiative
Reports Morgan Stanley facilitating a massive infrastructure initiative over the next decade, no directional view.
Низ.
20:14
10 авг
10 авг
Morgan Stanley launches a US innovation infrastructure initiative aimed at facilitating.
Morgan Stanley launches a US innovation infrastructure initiative aimed at facilitating approximately 1.5 trillion dollars in investment.
00:23
07 авг
07 авг
Goldman Sachs and Morgan Stanley M&A advisory boom
Pent-up demand for M&A is surging because the Biden era of overzealous antitrust enforcement has been replaced by the Trump era of almost non-existent enforcement. Companies are rushing to get deals done before the window closes. Goldman Sachs and Morgan Stanley have world-class M&A advisory departments, and this business is a gold mine that generates tremendous earnings per person and earnings per share. Rather than betting on takeover targets, buy the investment banks that enable the deals.
Выс.
23:45
06 авг
06 авг
M&A boom under Trump enriches banks
Pent-up demand for mergers and acquisitions under the Trump administration's lax antitrust enforcement is creating a gold mine for M&A advisory. Goldman Sachs and Morgan Stanley, with their terrific M&A departments, will see huge earnings per share from this deal wave.
Выс.
12:09
31 июл
31 июл
Large banks win from Clarity Act innovation
The Clarity Act will drive digital asset innovation (24/7 trading, instant settlement, blockchain permanence, lower cost, deeper liquidity), and the large banks investing the most in innovation—JPMorgan, Morgan Stanley, Goldman Sachs, and Bank of New York—will be big winners.
Выс.
21:00
30 июл
30 июл
Morgan Stanley is a large enterprise customer adopting Apple devices, signaling enterprise momentum for iPhone.
Выс.
02:24
30 июл
30 июл
The author shares a podcast link about the bull case for global refining without stating.
The author shares a podcast link about the bull case for global refining without stating a personal position or trade idea.
Низ.
15:02
24 июл
24 июл
Bank stocks overpriced on price-to-book.
Bank stocks are no longer attractively priced because they have become overvalued on a price-to-book basis. Using the rule that banks are a buy below 1x book and a sell when they reach 2x book, Goldman Sachs and Morgan Stanley now trade at almost 3x book, making them a sell.
Выс.
17:00
22 июл
22 июл
Morgan Stanley is among the first clients for Lightwell, signaling adoption of security solutions for open-source dependencies.
Выс.
16:30
22 июл
22 июл
Morgan Stanley's use of Google Cloud security tools confirms cross-sell of Alphabet's AI-powered security suite into financial services, but no new incremental spend signal.
Низ.
13:48
21 июл
21 июл
HSBC raises Morgan Stanley price target to $215 from $190.
HSBC raises Morgan Stanley price target to $215 from $190, reflecting an upgraded valuation outlook.
03:43
20 июл
20 июл
RBC raises its price target for Morgan Stanley to 243 dollars from 207 dollars.
12:04
17 июл
17 июл
AlphaSense Financials Sentiment Index rose 24 points to 45.
AlphaSense Financials Sentiment Index rose 24 points to 45, erasing last quarter's steep drop and returning near all-time highs for bank executives.
15:16
16 июл
16 июл
Morgan Stanley benefits from fee income shift
Morgan Stanley spent decades building fee-income businesses and is now being rewarded. The company is better positioned for sustained market-share gains than Goldman Sachs in this environment.
Выс.
14:00
16 июл
16 июл
Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley reported significant increases.
Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley reported significant increases in investment banking fees and equity trading revenue in the second quarter due to market volatility.
05:36
16 июл
16 июл
Strong investment banking backlogs signal continued growth.
Large US financial institutions like Morgan Stanley and Goldman Sachs posted blowout numbers in equities trading and investment banking, and their growing investment banking backlogs suggest continued strength and better days ahead in the second half of the year.
Сред.
17:22
15 июл
15 июл
MS and GS leverage AI capital raising
Morgan Stanley and Goldman Sachs have near-identical one-year performance and both serve as prime ways to leverage the capital raising and deployment cycle tied to AI.
Сред.
12:21
15 июл
15 июл
Morgan Stanley reported record quarterly revenues of 21.3 billion dollars and earnings per.
Morgan Stanley reported record quarterly revenues of 21.3 billion dollars and earnings per share of 3.46, driven by strong wealth management and institutional securities performance.
12:13
15 июл
15 июл
US pre-market movers report shows ASML up on earnings beat, PayPal surging on acquisition offer.
US pre-market movers report shows ASML up on earnings beat, PayPal surging on acquisition offer, and PNR falling after CFO resignation and weak preliminary results.
11:42
15 июл
15 июл
Morgan Stanley reported Q2 2026 earnings with revenue of $21.35 billion beating estimates.
Morgan Stanley reported Q2 2026 earnings with revenue of $21.35 billion beating estimates of $19.58 billion and equities sales and trading revenue significantly exceeding expectations.
11:31
15 июл
15 июл
Morgan Stanley reported Q2 2026 revenue of $21.35 billion beating estimates.
Morgan Stanley reported Q2 2026 revenue of $21.35 billion beating estimates, with equities sales and trading revenue significantly above expectations at $6.30 billion.
11:28
15 июл
15 июл
Morgan Stanley reported second-quarter equities trading revenue of 6.30 billion dollars beating.
Morgan Stanley reported second-quarter equities trading revenue of 6.30 billion dollars beating estimates of 4.47 billion dollars and wealth management net revenue of 8.86 billion dollars topping estimates of 8.68 billion dollars.
11:27
15 июл
15 июл
Morgan Stanley reports its second quarter earnings results for the current fiscal period.
11:26
15 июл
15 июл
Morgan Stanley reported Q2 earnings with EPS of $3.46 and revenue of $21.35 billion.
Morgan Stanley reported Q2 earnings with EPS of $3.46 and revenue of $21.35 billion, beating estimates across key segments including wealth management and equities trading.
08:30
15 июл
15 июл
Management expressed strong confidence in the firm's integrated model, record revenues, and growth trajectory, with no signs of near-term deterioration.
Выс.
22:07
14 июл
14 июл
Morgan Stanley to deliver strong earnings.
Morgan Stanley is expected to report very strong second-quarter results driven by its historical strength in equities trading, especially in Asia where industry-wide equities revenues surged 70% year-over-year. The firm remains head and shoulders above peers in wealth management and continues to reinvest in AI and new asset flows, maintaining a premium competitive position.
Сред.
21:13
14 июл
14 июл
Capital markets boom lifts Goldman and Morgan Stanley
Capital markets trading desks are experiencing a historic boom with record revenues, fueled by volatility from geopolitical tensions, AI fervor, and market moves. The stocks most tethered to these markets — Goldman Sachs and Morgan Stanley — have surged and are continuing to outperform, setting high bars for future quarters.
Сред.
15:48
14 июл
14 июл
Watch large-cap advisory firms for an M&A upturn signaled by Goldman's record backlog and fee.
Watch large-cap advisory firms for an M&A upturn signaled by Goldman's record backlog and fee growth.
Сред.
Об аналитическом покрытии MS
Buzzberg отслеживает MS (Morgan Stanley) в 26 источниках. Бычьих сигналов: 40, медвежьих: 2, от 67 аналитиков. Сентимент преимущественно бычий (30%). Всего отслеживается 128 торговых идей. Последние спикеры: Jim Cramer, Erica Najarian, BarbarianCap.