NYSE:MS

Morgan Stanley (MS)

218.27
+8.13 (3.87%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
JPM, JPM
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.
TOP PICK
Buy stock (22.50), Sell Jan 2010 $22.50 Calls ($7.20) and Sell Jan 2010 $22.50 Puts ($7.80) for a net cost of $7.50.
WAIT
As a banker and being in the financial investment side and tied to economic recovery, you can wait until May or June before looking at this one.
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