NYSE:MS

Morgan Stanley (MS)

228.87
+1.20 (0.53%)
as of Jul 15, 2026, 6:42:35 pm Market Open.
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Investor Insights
star iconJul 15, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Morgan Stanley (MS) is viewed favorably by experts, who express optimistic sentiments regarding the bank's performance in light of increased IPO activity, rising interest rates, and a boom in M&A deals. Analysts highlight the bank's impressive return on equity of 27% and robust wealth management segment, which now constitutes half of its business. The consensus is that with healthy activity in capital markets and a supportive macroeconomic backdrop, MS is set for an excellent year ahead. Investors are encouraged to maintain core holdings while also considering diversification into other major banks, reflecting a strong outlook for the financial sector as a whole.

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Consensus
Bullish
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Valuation
Fair Value
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Similar
JPM,GS
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.
BUY
Has managed to raise some equity and stave off some of the problems of their competitors. They, J.P. Morgan (JPM-N) and Goldman Sachs (GS-N) basically have the investment-banking field to themselves. There will be deals done again. He prefers Goldman Sachs.
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