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NYSE:MS

Morgan Stanley (MS)

214.08
-0.12 (0.06%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
73 watching
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Investor Insights
star iconAug 24, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Morgan Stanley (MS) has garnered a generally positive outlook from experts, with key themes emerging around strong performance and growth prospects. The bank is benefiting from increased activity in IPOs, mergers, and a recovering capital markets environment, backed by rising interest rates which bode well for profitability. Analysts highlight the impressive return on equity (ROE) and strong wealth management capabilities, fostering confidence in future performance. Despite some profit-taking following a strong year, there is a sense of reassurance in maintaining core holdings. Overall, the sentiment suggests that MS is well-positioned to capitalize on macroeconomic trends and evolving market dynamics, making it an attractive option for investors looking for stability and growth in the financial sector.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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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.
PAST TOP PICK
(A Top Pick Dec 20/07. Down 71%.) His model price is $31.41. 128% upside.
BUY
One of two brokerage companies left. In the near term, business is a little uncertain for brokerages. Short term, business is still a little uncertain. Long term they will be big winners.
TOP PICK
Just bought half a position and will wait to see before buying the rest. The major US brokerage firms that are left have seen the worst. There is a good chance their assets will be re-valued upwards. When the market picks up again they'll get more than their share of business.
DON'T BUY
Best of the investment banks, which is why they are still standing. However the investment banking model, basically a leveraged balance sheet 30 times used to generate business, is not going to be there going forward. Now must play by the commercial banking rules, 9 or 10 times leverage. Would prefer Canadian commercial banks.
PAST TOP PICK
(A Top Pick Sept 20/07. Down 43%.) His model price is $67.71, a 74% positive differential. Thinks that this one will make it.
TOP PICK
His model price is $70.13, a positive differential of 62%. A very mispriced stock. If you are going to play financials, this is probably the one you should pick.
SELL
Not an appropriate time to own investment banks. Business has slowed down dramatically on stock trading and underwriting and a lot of them are stuck with a lot of bad paper. 2.7% dividend.
SELL
(Market Call Minute.) Not big on investment banking in the US right now.
BUY
This is the type of investment that he is looking for. All the investment bankers and investment brokers have been impacted from the credit crisis.
TOP PICK
The model price is $82.29, a 68% positive differential. When they reported earnings, all metrics on businesses they are in, they beat Goldman Sachs (GS-N). (Brokers are not easy to hold in this period!)
DON'T BUY
Never been big fans of brokerage firms. Wouldn’t be interested in owning at these low levels. They will probably go sideways for quite a while.
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