NYSE:MS

Morgan Stanley (MS)

218.27
+8.13 (3.87%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
74 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

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

Morgan Stanley (MS) has received a generally positive outlook from various experts, showcasing its impressive performance and strategic growth. The company's wealth management division is highlighted as a strong performer, fueled by recent acquisitions and significant assets under management (AUM) of $5 trillion. Analysts anticipate a favorable quarter ahead, particularly with the resurgence of IPOs and capital market activities. While the stock has experienced some profit-taking, experts believe it remains a solid long-term core holding alongside other major U.S. banks. Moreover, MS is expected to benefit from the broader trends of rising interest rates and a bullish view of the financial markets, indicating a potentially prosperous future for the company.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
JPM, JPM
TOP PICK
4.9% due Feb 23/17. Recently downgraded by 2 notches to BBB but people thought it would have been to 3 notches. Prices narrowed and this bond started to rise. Basically you have a 5 year piece of paper that yields a little over 5% and is one of the few investment grade bonds in Canada that trades at a discount to its maturity value.
HOLD
(Market Call Minute)
SELL
Stock broke down after the earnings were reported. They have a big part of Facebook and this may help.
TOP PICK
4.9% bond maturing February 23/17. This is senior debt and the company is rated A. Basically you are getting a five-year piece of paper, which trades at a discount to par (good from a tax perspective). Yields over 5.5%.
BUY ON WEAKNESS
Like a lot of the financials, the stock has run up a lot from its low in Nov/11. Trading at about 0.7X Book, which is very cheap. Small yield of about 1.2%. Trades at about 9X earnings. Very strong retail franchise.
DON'T BUY
Trading at levels he considers risky. Would become a better stock if it went above $26.
TOP PICK
Got punished for past sins but survived. This is a company that radically transformed its business model and completely de-risked the company but investors don’t realize it. Great Asian operations. Selling for less than 1x tangible book value and should be at 2.5x. Will get massive earnings rebound.
DON'T BUY
US financials are still under a lot of pressure. Currently it is back at the bottom where it was in 2008. This shows the sickness of the US financial situation. If anybody should know how to make money, it is these guys. The earnings are bad. Doesn't like them
DON'T BUY
Has very little idea what their exposure is to the sovereign bonds, to the CDS’s on those bonds or European bank bonds. Because of this, he would not be a buyer.
STRONG BUY
One of the 2 independent pure investment banks left in the world. (The other is Goldman Sachs (GS-N).) A lot of things that drive their business, like M&A, new stock issues, trading, etc. has slowed down a lot. At these levels, it is probably a very strong buy.
DON'T BUY
After the first rally in 2009, he has been very cautious and negative on financials, specifically investment banks. All the major parts of these businesses are challenged. Concerns around credits continue to be an issue.
COMMENT
A good franchise. Prefers Goldman Sachs (GS-N) because of better valuations.
COMMENT
Has been looking at this one recently. Got battered like every big US brokerage firm. Have great Japanese exposure. Recapitalized and have reduced their risk level in a significant way. There will be big dividend growth.
DON'T BUY
Stock is back to almost 52-week lows. Whole group has sold off recently. He owns Goldman. Prefers the premier company in the industry. Catalyst out there is M&A activity.
PAST TOP PICK
(Top Pick May 3/10, Up 0.47%) Floating Rate Note 0.46% maturing Feb/23/12.
Showing 256 to 270 of 336 entries