NYSE:MS

Morgan Stanley (MS)

217.04
+5.81 (2.75%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Morgan Stanley (MS) has garnered positive reviews from various experts, highlighting its strong position in the market following a year of significant activity. Analysts note the impact of rising interest rates and increasing mergers which contribute to the bank's advisory fees and overall revenue. The solid performance in wealth management, aided by recent acquisitions and anticipated IPO activity, points towards a favorable trajectory. While past turmoil has led to some profit-taking, the long-term outlook remains optimistic, with the potential for substantial growth driven by macroeconomic trends. Overall, confidence in US banks is high, and MS is recognized as a leader in this space.

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Consensus
Positive
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Valuation
Fair Value
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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
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.
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