Ticker: MS

Morgan Stanley

Finance Financials Financial - Capital Markets

Price 213.51

Reco Buy Potential 71 Risk 36 Updated 2026-09-09

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Description

Company and Business Model

Morgan Stanley is a global financial services firm providing a range of investment banking, securities, wealth management, and investment management services. Its core products include advisory services for mergers and acquisitions, capital raising, and asset management. Major business segments consist of Institutional Securities, Wealth Management, and Investment Management, with primary revenue sources derived from advisory fees, trading commissions, and asset management fees.

Investment Profile

The investment profile of Morgan Stanley is more aligned with balanced investors, given its combination of growth potential and dividend yield. The firm demonstrates strong revenue growth and a stable dividend, appealing to those seeking both capital appreciation and income. Its moderate volatility suggests a manageable risk level for investors.

Category: Finance Sector: Financials Industry: Financial - Capital Markets Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Large Cap Experience: Basic

Fundamental metrics (experimental) Updated: 2026-09-06

EPS (TTM) — earnings per share for the last 12 months, $: 12.44
Revenue QoQ — quarter-over-quarter revenue growth: 4.0%
EPS surprise: 19.7%
20d volatility: 1.3%
Dividend yield: 1.9%
last ex-date: 2026-07-31

AI recommendation changes

Date	Before	After	Reason
2026-07-01	Hold	Buy	Solid fundamentals, but recent momentum shows weakness.
2026-06-27	Buy	Hold	Weak momentum and high risk offset solid fundamentals.
2026-05-08	—	Buy	Strong fundamentals, but mixed short-term momentum.
2026-05-08	Buy	Buy	Компания демонстрирует стабильный рост выручки и положительную динамику за последние месяцы. Дивидендная доходность также привлекательна, что делает акции Morgan Stanley интересными для инвесторов.
2026-04-09	Hold	Buy	Компания демонстрирует положительную динамику на краткосрочных интервалах и стабильный рост за последние 120 дней. Умеренный риск обусловлен недавним снижением выручки, но высокий потенциал роста и дивидендная доходность
2026-03-07	Buy	Hold	Компания демонстрирует стабильные финансовые показатели, однако недавние колебания цен и снижение выручки могут указывать на краткосрочные риски. Рекомендуется удерживать акции до прояснения ситуации.
2026-02-26	Hold	Buy	Компания показывает стабильный рост на длительном горизонте, однако недавние колебания цен и снижение выручки в квартальном выражении вызывают осторожность.
2026-02-16	Buy	Hold	Компания демонстрирует стабильный рост на длительном горизонте, однако недавние колебания цен и снижение выручки в квартальном выражении вызывают опасения.
2026-01-30	Hold	Buy	Компания показывает положительную динамику на долгосрочном горизонте, что указывает на потенциал роста. Несмотря на небольшие колебания в краткосрочной перспективе, текущая цена может быть привлекательной для инвестиций.
2026-01-29	Buy	Hold	Компания показывает положительную динамику на длительном горизонте, однако недавние колебания цен и отсутствие данных по EPS и дивидендам создают неопределенность.
2026-01-27	Hold	Buy	Компания показывает сильный рост за последние 120 дней и имеет положительную динамику, что указывает на потенциал дальнейшего роста. Несмотря на недавние колебания, долгосрочные перспективы выглядят обнадеживающе.
2026-01-25	Buy	Hold	Компания Morgan Stanley демонстрирует стабильный рост на длительном горизонте, однако недавние колебания цен и отсутствие данных по EPS и доходам могут вызывать опасения. Рекомендуется удерживать акции до получения более

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-08-03	UBS	Target Raised	255 → 260	210.64
2026-07-21	Morgan Stanley	Target Raised	190 → 215	210.97
2026-07-20	RBC Capital	Target Raised	207 → 243	215.475
2026-07-17	Morgan Stanley	Target Raised	220 → 235	218.37
2026-07-16	Morgan Stanley	Target Raised	187 → 195	228.42
2026-07-16	Morgan Stanley	Target Raised	230 → 262	228.42
2026-07-16	Wells Fargo	Target Raised	225 → 240	228.42
2026-07-15	Morgan Stanley	Target Raised	233 → 241	228.42
2026-07-07	Morgan Stanley	Target Raised	225 → 250	221.09
2026-07-07	UBS	Target Raised	214 → 255	222.79
2026-07-06	Morgan Stanley	Target Raised	211 → 233	213.92
2026-06-12	Morgan Stanley	Target Raised	179 → 187	212.66
2026-05-08	Morgan Stanley	Target Raised	170 → 194	190.17
2026-04-16	Wells Fargo	Target Raised	189 → 200	191.6
2026-04-16	Morgan Stanley	Target Raised	186 → 205	191.6
2026-04-16	Morgan Stanley	Target Raised	220 → 225	191.6
2026-04-16	Morgan Stanley	Target Raised	219 → 230	191.6
2026-04-16	Morgan Stanley	Target Raised	210 → 218	191.6
2026-01-16	Morgan Stanley	Target Raised	210 → 220	192.035
2026-01-16	Morgan Stanley	Target Raised	202 → 210	191.29
2026-01-16	RBC Capital	Target Raised	— → 207	191.29
2026-01-07	Wolfe Research	Target Raised	198 → 211	185.33

News Page 1 of 4

Investors Anticipate Opportunities in Tech and Small Caps as Market Events Approach

09/09/2026, 08:37 AM review tech finance Alphabet Morgan Stanley Apple

Investors are reassessing opportunities in the tech sector after a lackluster summer, with a focus on potential growth in cybersecurity, software, and small-cap stocks as key market events approach in September.

Anthropic Delays IPO Launch to Mid-October Ahead of U.S. Midterm Elections

09/05/2026, 01:30 AM announcement ai JPMorgan Chase Citi Goldman Sachs Morgan Stanley

Anthropic's initial public offering (IPO) is now expected to launch in mid-October, potentially marking one of the largest IPOs in history, valued at around $2 trillion, which will be a significant indicator of investor interest in the artificial intelligence sector.

Analysts Morgan Stanley and Bank of America raised Snowflake (SNOW) target price to $470, expecting upside of nearly 54%

09/03/2026, 05:37 AM investing rating_growth Analysts: analysts, Bank of America, Morgan Stanley software Snowflake Morgan Stanley Bank of America

Snowflake's stock surged following strong earnings, with analysts from Morgan Stanley and Bank of America projecting significant further upside, raising their price targets to $470, indicating a potential 54% increase from current levels.

Analysts Bank of America raised Dell (DELL) target price to $600 following earnings report

09/02/2026, 05:37 AM investing rating_growth Analysts: analysts, Bank of America SpaceX Nvidia JPMorgan Dell Technologies Planet Labs Deutsche Bank Tesla Morgan Stanley Apple Rocket Lab

Recent analyst calls highlight significant upgrades and initiations across various sectors, indicating potential growth opportunities for investors in companies like Dell, SpaceX, and Nvidia.

Dollar and Bond Markets on Edge Ahead of Jackson Hole as Treasury’s Buyback Plans Face Scrutiny

08/26/2026, 06:38 AM forecast Analysts: Bank of America finance Stifel Morgan Stanley Bank of America

The upcoming Jackson Hole symposium is critical for investors as Fed Chair Kevin Warsh's speech may influence market expectations regarding U.S. monetary policy, particularly in light of recent high long-term borrowing costs and the Treasury's bond market intervention.

U.S. Treasury Intervenes to Support Yen Amid Japan’s Currency Struggles

08/01/2026, 09:30 AM announcement finance Goldman Sachs Morgan Stanley

The U.S. Treasury's recent intervention to buy yen marks a significant move to stabilize the Japanese currency, which has been struggling near 40-year lows. This action, the first of its kind in over a decade, highlights the increasing collaboration between the U.S. and Japan to address currency volatility and market stability.

Nexus Data Centers in Advanced Talks to Secure $15 Billion for Google-Backed Anthropic Data Center Project

07/30/2026, 03:35 PM economy fundraising ai Google Morgan Stanley

Morgan Stanley is negotiating a $15 billion loan for Nexus Data Centers to support the construction of a data center for Anthropic, which is backed by Google. This investment highlights the growing demand for AI infrastructure and Anthropic's strategic partnerships to enhance its computing capabilities.

Analysts Morgan Stanley temper expectations for China’s humanoid robot market amid PR challenges

07/29/2026, 03:35 AM economy forecast Analysts: analysts, Morgan Stanley ai Morgan Stanley

Morgan Stanley has revised its outlook on China's humanoid robot market, highlighting potential public relations challenges alongside technical issues that could hinder widespread adoption. Despite this, the bank maintains its shipment forecast of 50,000 units by 2026.

SpaceX Shares Decline 5.5% Amid Market Concerns, Retail Investors Remain Optimistic

07/17/2026, 10:37 AM business review finance SpaceX Goldman Sachs Morgan Stanley

SpaceX's stock has seen a significant decline since its IPO, dropping 5.5% recently and raising concerns among investors about the readiness of the market for such a large valuation. Despite this downturn, some investors remain optimistic about the company's long-term potential.

Morgan Stanley’s Income Portfolio Strategy Emphasizes Diversification and Emerging Markets

07/16/2026, 01:35 PM investing research finance ai Morgan Stanley

Morgan Stanley advises investors to diversify their income portfolios beyond the traditional 60/40 allocation, incorporating a mix of assets to enhance stability and yield. This approach is particularly relevant given current economic conditions and interest rate expectations.