MS Morgan Stanley Loading... : Bullish and Bearish Analyst Opinions

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00:01
Aug 25
Jim Cramer Host, Mad Money CNBC
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.
MS
HIGH
15:00
Aug 13
Erica Najarian UBS Financials Analyst Bloomberg Markets
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.
MS
HIGH
23:10
Aug 10
BarbarianCap Twitter Analyst
Morgan Stanley facilitates massive infrastructure initiative
Reports Morgan Stanley facilitating a massive infrastructure initiative over the next decade, no directional view.
MS
LOW
20:14
Aug 10
financialjuice Newswire (@financialjuice)
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.
MS
00:23
Aug 07
Jim Cramer Host, Mad Money CNBC
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Pent-up demand for M&A is surging because the Biden era of overzealous antitrust enforcement has been replaced by the Trump era of almost non-existent enforcement.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.
MS
HIGH
23:45
Aug 06
Jim Cramer Host, Mad Money CNBC
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.
MS
HIGH
12:09
Jul 31
Bob Diamond CEO, Atlas Merchant Capital; Chairman, Hyperliquid Strategi… CNBC
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.
MS 1ST
HIGH
21:00
Jul 30
Kevin CFO, Apple Inc. AAPL Q3 FY26 call
Morgan Stanley is a large enterprise customer adopting Apple devices, signaling enterprise momentum for iPhone.
MS
HIGH
02:24
Jul 30
TheValueist Founder, Atlas Peak Research
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.
MS
LOW
15:02
Jul 24
Charles Bobrinskoy Vice Chair and Head of Investment Group, Ariel Investments CNBC
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.
MS 1ST
HIGH
17:00
Jul 22
Arvind Krishna Chairman, President and Chief Executive Officer, Internatio… IBM Q2 FY26 call
Morgan Stanley is among the first clients for Lightwell, signaling adoption of security solutions for open-source dependencies.
MS
HIGH
16:30
Jul 22
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.
MS
LOW
13:48
Jul 21
FirstSquawk Newswire (@FirstSquawk)
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.
MS
03:43
Jul 20
FirstSquawk Newswire (@FirstSquawk)
RBC raises its price target for Morgan Stanley to 243 dollars from 207 dollars.
MS
12:04
Jul 17
AlphaSense AI market intelligence platform
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.
MS
15:16
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.
MS
HIGH
14:00
Jul 16
LiveSquawk Newswire (@LiveSquawk)
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.
MS
05:36
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.
MS 1ST
MED
17:22
Jul 15
Mike Santoli Senior Markets Commentator CNBC
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.
MS
MED
12:21
Jul 15
AlphaSense AI market intelligence platform
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.
MS
12:13
Jul 15
Newsquawk Newswire (@Newsquawk)
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.
MS
11:42
Jul 15
FirstSquawk Newswire (@FirstSquawk)
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.
MS
11:31
Jul 15
LiveSquawk Newswire (@LiveSquawk)
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.
MS
11:28
Jul 15
zerohedge Financial blog / news aggregator
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.
MS
11:27
Jul 15
financialjuice Newswire (@financialjuice)
Morgan Stanley reports its second quarter earnings results for the current fiscal period.
MS
11:26
Jul 15
financialjuice Newswire (@financialjuice)
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.
MS
08:30
Jul 15
Ted Pick Chairman and CEO, Morgan Stanley MS Q2 FY26 call
Management expressed strong confidence in the firm's integrated model, record revenues, and growth trajectory, with no signs of near-term deterioration.
MS
HIGH
22:07
Jul 14
Erica Najarian UBS Financials Analyst Bloomberg Markets
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.
MS
MED
21:13
Jul 14
Sridhar Natarajan Bloomberg Chief Wall Street Correspondent Bloomberg Markets
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.
MS 1ST
MED
15:48
Jul 14
TheValueist Founder, Atlas Peak Research
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.
MS
MED

About MS Analyst Coverage

Buzzberg tracks MS (Morgan Stanley) across 26 sources. 40 bullish vs 2 bearish calls from 67 analysts. Sentiment: predominantly bullish (30%). 128 total trade ideas tracked. Latest voices: Jim Cramer, Erica Najarian, BarbarianCap.