Morgan Stanley analyst Michael Cyprys maintains $Blackrock (BLK.US)$ with a buy rating, and adjusts the target price from $1,036 to $1,150.
According to TipRanks data, the analyst has a success rate of 56.0% and a total average return of 5.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Blackrock (BLK.US)$'s main analysts recently are as follows:
Expectations have been set for BlackRock to achieve $10.73 in EPS for Q3, surpassing the consensus by 5%, and for the firm to report flows that exceed consensus, bolstered by an uptick in new assets. The expansion of the private markets business is anticipated to hasten growth, along with the potential for investor re-risking to enhance flows.
The belief is that the market is progressively approaching a 'normal' environment, with the initial public offering and merger markets beginning to stir, and the anticipation of interest rate changes contributing to a resurgence of optimism. Nonetheless, it has been observed that activity in Q3 was softer than anticipated.
The firm notes that most capital markets stocks face downside risks leading into Q3 reports, primarily due to lower interest rates and a slow recovery in deal activity. While faster rate cuts and stronger equity markets have encouraged a risk-on attitude among many capital markets stocks, the sluggish pace of deal activity presents ongoing challenges, particularly for alternative managers with highly stretched valuation multiples. Traditional managers have seen organic growth weaken in Q3, and the analyst highlights that lower interest rates pose a significant threat to earnings for brokers and wealth managers. However, exchanges and trust banks are identified as relatively positive areas looking into the Q3 results.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析师Michael Cyprys维持$贝莱德 (BLK.US)$买入评级，并将目标价从1,036美元上调至1,150美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.0%，总平均回报率为5.4%。
此外，综合报道，$贝莱德 (BLK.US)$近期主要分析师观点如下：
预计贝莱德第三季度每股收益将达到10.73美元，比市场预期高出5％；在新资产增加的推动下，该公司报告的流量将超过共识。预计私人市场业务的扩张将加速增长，投资者有可能再冒风险以增加流量。
人们认为，市场正在逐步接近 “正常” 环境，首次公开募股和合并市场开始激动人心，对利率变化的预期促使乐观情绪回升。尽管如此，据观察，第三季度的活动比预期的要疲软。
该公司指出，大多数资本市场股票在发布第三季度报告前都面临下行风险，这主要是由于利率降低和交易活动缓慢复苏。尽管更快的降息和更强劲的股市鼓励了许多资本市场股票的冒险态度，但交易活动的缓慢步伐带来了持续的挑战，特别是对于估值倍数高度紧张的另类管理公司而言。传统管理人已经看到第三季度的有机增长减弱，该分析师强调，较低的利率对经纪商和财富管理公司的收益构成重大威胁。但是，展望第三季度业绩，交易所和信托银行被认为是相对积极的领域。
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