NYSE:MS

Morgan Stanley (MS)

217.04
+5.81 (2.75%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Morgan Stanley (MS) has garnered positive reviews from various experts, highlighting its strong position in the market following a year of significant activity. Analysts note the impact of rising interest rates and increasing mergers which contribute to the bank's advisory fees and overall revenue. The solid performance in wealth management, aided by recent acquisitions and anticipated IPO activity, points towards a favorable trajectory. While past turmoil has led to some profit-taking, the long-term outlook remains optimistic, with the potential for substantial growth driven by macroeconomic trends. Overall, confidence in US banks is high, and MS is recognized as a leader in this space.

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Consensus
Positive
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Valuation
Fair Value
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Similar
JPM,GS
BUY

An investment bank with strong wealth and asset management businesses. What they do that's different from its peers is that MS reduced its capital allocation into their fixed income business (whereas Goldman Sachs did not and have suffered more). Also, the brokerage and asset management operations in have done very well (better than Goldman). This makes MS better than Goldman Sachs. This and JP Morgan are more diversified than their peers.

COMMENT
More in wealth management than retail banking. They are more exposed to the capital market but less asset liability exposure. The cost is down and earnings have been great.
BUY
They became one of the largest wealth managers in the US. It is a very steady cash flow business. It sets them apart and is a more consistent part of the business. The stock is cheap. Global banks have all suffered with flattening yield curves.
COMMENT
Whether you should average down depends on individual circumstances. The concept is ill-founded. The market doesn't care what the average price is. Instead, you could diversify and put your money into another constructive company. If you're just making yourself feel better, think about it carefully.
BUY
One of the few financial who has come back to look like a Canadian financial. Would be a buyer here. The next move is up for them, even if it stalls briefly.
TOP PICK
It is getting tainted by the same brush from flattened yield curves / declining interest rates. However it has less exposure to interest rates than most large US banks. It is the largest wealth manager. You can buy it with a multiple of 9 and a growing dividend and earnings. It is worth 50% more over three years. (Analysts’ price target is $53.26)
DON'T BUY
Don't buy it now. He once owned this. No catalysts now to move this stock up. Their earnings come from cash on client deposits, but interest rates are falling. To like this, you need to believe that rates will go higher and a lot of fixed income and equity issuance.
WEAK BUY

Years after the Great Recssion, the US government has removed some regulations, freeing US banks. This leads to stock buybacks and rising dividends. MS is not a bad bank, but he prefers JPM. MS has gotten too expensive. The banks now make money in managing wealth, not so much lending money in a time of declining interest rates. You should own at least one US bank.

DON'T BUY
Don't buy this one. His preference is JP Morgan. Tons of value in Canadian and US banks. Likes the others' risk controls, and their business mix. MS is more wholesale, and that gets volatile. Great earnings yield. The other banks are returning cash to shareholders at low multiples.
PAST TOP PICK
(A Top Pick Apr 30/19, Down 8%) It's making higher lows and is basing now. Good support at $40 and if it stays above that level, he'll stay in this. He targets $50.
PAST TOP PICK
(A Top Pick May 07/18, Down 16%) Global banks have been hit hard by an inverted yield curve and lower interest rates, but MS is cheap at 9x earnings. He expects double-digit growth ahead. They're raising their dividend and buying back shares. MS is the largest wealth manager in America. Boasts a PE below 10x.
BUY
It represents good value. 9 times earnings. Financials have been out of favour. But they still have a healthy dividend. Sell if there is a recession around the corner. It is his favourite US financial.
PAST TOP PICK
(A Top Pick May 07/18, Down 8%) US banking has been under pressure, but MS is well-positioned. They're the largest wealth manager in America. It's cheap now.
TOP PICK
MS reported well, unlike some of its peers. It could return to $55 this summer. (Analysts’ price target is $53.92)
BUY ON WEAKNESS
US banks missed in Q4 then recovered in Q1. Since then, trading in these banks has been low. Long-term this is a good franchise. You can buy on dips. An excellent franchise.
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