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
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.
TOP PICK
Expects same as Goldman. Views this as an opportunity to buy on weakness. It is an attractive entry point with a strong franchise. Have been transitioning to a more sustainable business model.
BUY
2nd largest US independent investment bank. Very good franchise and has done very well. Expecting a lot more M&A activity in 2011. Trading below 10X earnings.
BUY
Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.
BUY
Have just started accumulating an equity position on this. Undervalued.
TOP PICK
Floating Rate Note 0.46% maturing Feb/23/12. A 2-year play. He is comfortable with this name, as it has gone through all the cycles that the other US financials have. Floating rates give you a hedge against rising rates. Has a 4.4% coupon, which will rise.
TOP PICK
Buy Jan $30 Calls at $4.85. Likes the brokerage side of the US financials. Speculative.
HOLD
Likes financials in general especially where there are some investment banking operations.
COMMENT
If you have a long-term outlook, this is a Buy. Management is sound. If you are looking to do a trade, this is not the time.
PAST TOP PICK
(A Top Pick Feb 5/09. Up 66.7%.) Bought stock @22.50 and Sold Jan 2010 $22.50 Calls for $7.20. Sold Jan 2010 $22.50 Puts @$7.80 and collected $15, which is a capital gain for 2010.
DON'T BUY
The big under performer of the 2 investment banks. Goldman Sachs (GS-N) has been blowing the doors off because it is way more trading oriented. US financials are going to be pretty much of a drag over the next couple of years and will be regulated out of sight. Could be considered as a trading stock.
PAST TOP PICK
(Top Pick Apr 3/08 Down 50%) Sold. Model price of only $13. No upside to model price any more.
PAST TOP PICK
(A Top Pick Feb 27/08.) Sold in January at $21 for a 100% loss.
Showing 271 to 285 of 339 entries