NYSE:MS

Morgan Stanley (MS)

228.86
+1.19 (0.52%)
as of Jul 15, 2026, 7:02:36 pm Market Open.
72 watching
0
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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DON'T BUY
One of the biggest investment banks in the US and tied into the bad loans etc. There is also declining volume, underwriting and new issues are basically nonexistent.
TOP PICK
In the top 10 of his US Value 50 fund. All the large Brokers are cheap. There has been a slight decrease in earnings revisions. His model price is $83.89, an 87% positive differential.
BUY
(Market Call Minute.) This one has been cratered, but will stay as one of the world's premier in the sector.
DON'T BUY
Stocks like this have been great over the last 20 years, but now we are in a credit situation and brokers and banks generally speaking are leveraged 20X to 1. Also, there are a bunch of derivatives out there and who knows who has what. Can't see that the risk/reward is attractive.
BUY
Still in the top 10 of his one US fund. You should own a collection of these. Massively mispriced. His model price is $85.68. A 91% positive differential.
TOP PICK
The Chinese made a $5 billion investment. This was fantastic as it virtually guarantees them an in road into China. His model price is $95.46, a 90% positive differential.
BUY
Market has been excessively negative. Their core money management business, asset management business, investment banking business, high net worth and brokerage businesses are all in very good shape. Trades at less than 10X next year's earnings. Close to 1.5X book.
SELL
(Market Call Minute.) Business is drying up for the investment banks in the US.
DON'T BUY
Would avoid US financials until there is some clarity as to who owns what. There’ll be lots of volatility here.
TOP PICK
Loves the brokers. His model price is $116.75 giving it a positive differential of almost 76 %.
DON'T BUY
Very volatile stock. The underlying business prospects are not looking great. Not a good place to be. Prefers regional banks in the southeast, southwest and midwest where strong regional economies are exposed to exports.
DON'T BUY
Feels it is a large mistake moving from Canadian to US financials. It's the wrong time to move. The US is dependent on capital market which is not good.
TOP PICK
He has a model price of $112.60. This gives it a 63% upside. There was a brokerage story in the US is still there.
TOP PICK
Hugely mispriced. 68% positive differential. Massively cheap. Over long term you’ll make money.
COMMENT
Have done a wonderful job of building their business. Prefers Merill Lynch (MER-N). Dollar cost average when buying these stocks during this intense volatility.
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