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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BUY

Reported this morning and shares sank like a rock. Loan losses came in much higher than expected and the investment banking line was disappointing. But only net new assets matter, because MS is in the asset management business; it took in $110 billion which doubled the previous quarter. This number told him that MS was golden. MS shares rallied from that early low to finish slightly positive.

BUY

They report next Wednesday. They're not exposed to the lending business, and are a juggernaut in wealth management to rich clients. Avoid the regionals.

BUY

Well-capitalized bank. Boast a great management business.

HOLD

Beat market expectations.
Cutting jobs recently.
Would hold shares for the long term.
One of the best US banking stocks.
Very good long term investment. 

COMMENT
If we're going into a recession, not typically a company that's going to see 52-week highs. It has hit a 6-month high. Once we cycle through January/February, it will be at a 52-week high if it holds at this price.
WEAK BUY
A decade ago, was in the same position as GS is in now. Started investing in wealth and asset management ten years ago. So, weakness in one set of earnings was offset by strength in another.
BUY
They have aggressively moved into wealth management, which is more consistent than traditional investment banking. He expects a strong quarter on Tuesday.
PARTIAL BUY
They spent years transitioning from an investment bank to an asset manager, a far steadier, safer business, but held hostage to the market. That's why their AUM took a hit last year, but 2023 will see a recovery if the Fed stops tightening in the second half. They can't do worse than last year. Earnings are coming back. PEG ratio is under 0.9. Maybe wait until they report next week.
BUY
Has long owned this. Wealth management and trading have been driving revenues and growth.
DON'T BUY
Good job transitioning since financial crisis to be less cyclical. Strong wealth management platform, traditional capital markets business. Will get hit by economic slowdown. 13x earnings. His preference is in alternative asset management, such as KKR or BAM, as they're in better position to capitalize on market volatility.
HOLD
Hold it. Pays a 3.5% yield and still doing well.
PARTIAL BUY

Though he's bearish long term, an investor can nibble away here. Small caps are a good place to be, because of less exposure to the strong US dollar. Also, supply chain woes are easing. So, he has been adding to Goldman Sachs, Bank of America and Morgan Stanley. The market can move higher (short term). Caveat: Gas prices are up again, and inflation remains ridiculously high.

BUY
Especially likes its wealth management. Very good operator.
HOLD
Shares plunged over 5% today after they reported, but the market overreacted. Net interest income was up 22% YOY. However, they had a rough quarter. Revenues and earnings both missed. Bad. Investment banking and trading were awful. Hold and be patient. Pays a 4.1% dividend yield.
WEAK BUY
When stocks inevitably turn around, you will see a bounce in both their wealth management businesses. Until then, trading revenues will be challenged in this environment. He is expecting only tepid earnings next week. Guidance from CEO's will be tepid.
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