NYSE:MS

Morgan Stanley (MS)

228.87
+1.20 (0.53%)
as of Jul 15, 2026, 6:42:35 pm Market Open.
72 watching
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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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JPM,GS
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.
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.
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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