Ticker: MS

Morgan Stanley

Finance Financials Financial - Capital Markets

Price 214.42

Reco Buy Potential 70 Risk 40 Updated 2026-07-27

Official website

Forecast impact

limited

Target +0.3% target fill 99.7%

Reaction D5 pending · D10 pending market trust

Impact Potential 0 · Risk 0 valid until 2026-08-20

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

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: 2026-07-24

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: 1.8%
Dividend yield: 2.4%
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
2026-07-21	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 3

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.

Anthropic Advances IPO Preparations with Investor Meetings Scheduled by Leading Bankers

07/15/2026, 10:38 AM business fundraising ai JPMorgan Chase Goldman Sachs Morgan Stanley

Anthropic is progressing towards a potential IPO later this year, with investor meetings being scheduled, indicating strong interest in the AI sector and the company's market debut.

Analysts Morgan Stanley report record quarterly revenue and profit, driven by strong equities trading

07/15/2026, 06:37 AM economy rating_growth Analysts: analysts, Morgan Stanley finance IBM Morgan Stanley

Recent government data indicates a decline in energy prices, contributing to a drop in overall inflation, which has positively impacted stock futures. However, ongoing tensions in the Strait of Hormuz could threaten this relief, while individual company performances, such as IBM's significant stock drop and Morgan Stanley's record earnings, highlight mixed market dynamics.

Morgan Stanley Reports Record Revenue and Profit Driven by 69% Surge in Equities Trading

07/15/2026, 04:37 AM business growth finance Morgan Stanley

Morgan Stanley's second-quarter earnings exceeded analyst expectations, driven by strong performance in trading and investment banking, highlighting the firm's potential for growth amid rising market activity.

Big Banks Expected to Report Record Revenue Driven by SpaceX IPO and Geopolitical Volatility

07/13/2026, 05:39 AM business forecast Analysts: Wells Fargo finance JPMorgan Chase Goldman Sachs Morgan Stanley Bank of America

Major U.S. banks are expected to report strong second-quarter earnings driven by robust trading revenues and a resurgence in investment banking, particularly following the SpaceX IPO and increased market volatility due to geopolitical tensions. This performance highlights a favorable environment for the financial sector, raising questions about sustainability moving forward.

Earnings Season Begins with Major Reports from JPMorgan Chase, Goldman Sachs, and Netflix

07/12/2026, 05:31 AM investing review JPMorgan Chase Goldman Sachs UnitedHealth Johnson & Johnson Netflix Morgan Stanley Bank of America

This week marks a significant earnings reporting period for nearly 28 S&P 500 companies, including major banks and Netflix, as investors closely monitor performance amid high market expectations and potential Federal Reserve interest rate changes.

Analysts BMO Capital Markets initiated coverage of Intuitive Surgical (ISRG) with outperform rating, citing strong growth prospects

07/10/2026, 10:36 AM investing rating_growth Analysts: analysts, BMO healthcare Goldman Sachs Intuitive Surgical Netflix Morgan Stanley Bank of America

As earnings season approaches, several companies known for consistently exceeding Wall Street expectations are set to report next week, which could influence market sentiment and stock performance.

Goldman Sachs and Other Firms Implement Policies to Mitigate Insider Trading Risks on Prediction Markets

07/09/2026, 12:36 PM business announcement JPMorgan Chase Goldman Sachs Morgan Stanley

Goldman Sachs has implemented a ban on employee trading in prediction markets related to the bank and other sensitive areas, reflecting growing concerns over insider trading risks in these platforms. This move highlights the need for companies to establish clear policies as regulatory scrutiny increases in this emerging market.

SK Hynix to List ADRs on Nasdaq, Impact on U.S. Memory Stocks Under Scrutiny

07/09/2026, 09:36 AM investing announcement semiconductors Micron Seagate Technology Morgan Stanley

SK Hynix's upcoming U.S. share listing is significant as it could influence investor sentiment and capital allocation within the volatile memory chip sector, particularly amid rising interest in artificial intelligence.