MS Morgan Stanley Loading... : Bullish and Bearish Analyst Opinions
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12:04
Jul 17
Jul 17
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
Jul 16
Jul 16
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.
HIGH
14:00
Jul 16
Jul 16
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
Jul 16
Jul 16
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.
MED
17:22
Jul 15
Jul 15
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.
MED
12:21
Jul 15
Jul 15
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
Jul 15
Jul 15
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
Jul 15
Jul 15
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
Jul 15
Jul 15
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
Jul 15
Jul 15
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
Jul 15
Jul 15
Morgan Stanley reports its second quarter earnings results for the current fiscal period.
11:26
Jul 15
Jul 15
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.
22:07
Jul 14
Jul 14
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.
MED
21:13
Jul 14
Jul 14
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.
MED
15:48
Jul 14
Jul 14
Watch large-cap advisory firms for an M&A upturn signaled by Goldman's record backlog and fee growth.
MED
14:27
Jul 14
Jul 14
The author argues the market overreacted negatively to news for Microsoft and ServiceNow, suggesting the selloff is undeserved.
LOW
14:26
Jul 14
Jul 14
Watch MS alongside the broader megacap financial/PE complex as GAI infrastructure deal flow filters through; mentioned in the same thematic basket but without specific bullish catalyst or explicit long language.
MED
07:05
Jul 14
Jul 14
Volatility lifts Morgan Stanley trading revenue.
Record trading revenue driven by high volatility from Middle East conflict and AI trade swings will directly benefit Morgan Stanley, which excels at making money in volatile markets.
MED
05:17
Jul 14
Jul 14
Big bank Q2 earnings will be very strong.
Q2 earnings from the five largest US investment banks will show near-record trading revenues, driven by elevated stock market volatility from Middle East geopolitical headlines and swings in AI trade sentiment, alongside a strong rebound in M&A and capital markets activity including the massive SK Hynix share sale and Chinese corporate fundraisings. This sets up a positive earnings catalyst for these bank stocks.
HIGH
23:01
Jul 13
Jul 13
Large banks lead on trading strength.
Largest US banks poised for record revenues this year from fixed-income and equity trading, IPOs and mergers, with Goldman Sachs and Morgan Stanley being the standouts of the quarter.
HIGH
22:14
Jul 13
Jul 13
AlphaSense reports its Financials Sentiment Index dropped 23 points to 21, the sharpest sequential decline since Q1 2025, ahead of big bank earnings season starting tomorrow.
22:11
Jul 13
Jul 13
AlphaSense reports its Financials Sentiment Index dropped 23 points to 21, the sharpest sequential decline since Q1 2025, ahead of big bank earnings season.
17:31
Jul 13
Jul 13
Morgan Stanley deserves higher multiple for wealth.
Morgan Stanley deserves a higher multiple than Goldman Sachs heading into earnings because of the repeatability of its $10 trillion wealth management business. While both will have blowout quarters, Morgan Stanley is more likely to sustain earnings beats into future projections.
HIGH
15:34
Jul 13
Jul 13
Best-in-class wealth margins and ROE
Morgan Stanley is a best-in-class growth play, generating 30% wealth management margins and a 25% return on equity, offering premium quality at the opposite end of the value spectrum from Citigroup.
HIGH
15:19
Jul 13
Jul 13
Capital markets banks are still favored.
Capital markets-focused banks are favored as M&A activity and capital markets issuance remain strong, providing an earnings tailwind despite some deposit margin pressure.
MED
15:05
Jul 13
Jul 13
Buy Morgan Stanley, private wealth leader.
KBW recommends Morgan Stanley because its private wealth business is highly profitable and has a high barrier to entry, making it a better pick than Goldman Sachs where good news is already priced in.
HIGH
23:48
Jun 30
Jun 30
Morgan Stanley wins from M&A wave.
A merger wave will produce spectacular returns for the huge M&A advisory businesses of Morgan Stanley.
HIGH
15:25
Jun 26
Jun 26
Shares of Morgan Stanley and Goldman Sachs fell on Friday after OpenAI is said to weigh delaying its initial public offering until next year due to volatility in technology stocks.
12:07
Jun 25
Jun 25
US pre-market movers report shows Micron surging 18% on blowout earnings and guidance, Qualcomm rising 10% on strategic partnership, and several banks announcing dividend increases and buybacks after Fed stress tests.
20:57
Jun 24
Jun 24
Morgan Stanley announces a dividend increase of 15 cents to $1.15 per share and the reauthorization of a $20 billion multi-year common equity share repurchase program.
About MS Analyst Coverage
Buzzberg tracks MS (Morgan Stanley) across 25 sources. 35 bullish vs 2 bearish calls from 51 analysts. Sentiment: predominantly bullish (36%). 92 total trade ideas tracked. Past 7 days: 12 bullish, 14 watch. Latest voices: AlphaSense, Thomas Michaud, LiveSquawk.