On Oct 17, major Wall Street analysts update their ratings for $Morgan Stanley (MS.US)$, with price targets ranging from $107 to $135.
Goldman Sachs analyst Richard Ramsden maintains with a hold rating, and adjusts the target price from $106 to $121.
BofA Securities analyst Ebrahim Poonawala maintains with a buy rating, and adjusts the target price from $120 to $135.
Barclays analyst Jason Goldberg maintains with a buy rating, and adjusts the target price from $121 to $135.
Wells Fargo analyst Mike Mayo maintains with a sell rating, and adjusts the target price from $95 to $107.
Jefferies analyst Daniel Fannon maintains with a buy rating, and adjusts the target price from $120 to $135.
Furthermore, according to the comprehensive report, the opinions of $Morgan Stanley (MS.US)$'s main analysts recently are as follows:
The company's third quarter earnings exceeded expectations with a widespread revenue outperformance and a 'constructive' outlook for the future.
Following the Q3 earnings surpassing expectations, the firm's Wealth business observed notably better than anticipated net new assets, fee-based flows, and net interest income. Management highlighted a significant improvement in sweep deposit outflows after the initial rate reductions. Furthermore, the company signaled an uptick in mortgage loan growth, and an expectation for growth in securities-based lending due to a more favorable environment for equities in the context of lower interest rates.
Following the Q3 report, estimates for EPS in Q4 and 2025 were raised by 3% each to $1.75 and $7.95, respectively. This reflects the positive impact of strong results, improved leverage, and increased momentum in the wealth management sector.
Following a robust Q3 earnings outcome, the diversified investment services model encompassing Institutional Securities, Wealth Management, and Investment Management has demonstrated commendable performance, particularly underscored by premier investment banking and trading operations. With a sturdy excess capital standing, it is anticipated that management will reciprocate shareholder loyalty through common share repurchases and augmented dividends.
The firm's recent performance has been robust with significant successes in several areas. Persistent inquiries, however, revolve around the durability of new net asset growth, the modest long-term investment management inflows over the last twelve months, future net interest income beyond the second quarter, and the extent to which capital markets progress.
Here are the latest investment ratings and price targets for $Morgan Stanley (MS.US)$ from 9 analysts:
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美东时间10月17日,多家华尔街大行更新了$摩根士丹利 (MS.US)$的评级,目标价介于107美元至135美元。
高盛集团分析师Richard Ramsden维持持有评级,并将目标价从106美元上调至121美元。
美银证券分析师Ebrahim Poonawala维持买入评级,并将目标价从120美元上调至135美元。
巴克莱银行分析师Jason Goldberg维持买入评级,并将目标价从121美元上调至135美元。
富国集团分析师Mike Mayo维持卖出评级,并将目标价从95美元上调至107美元。
富瑞集团分析师Daniel Fannon维持买入评级,并将目标价从120美元上调至135美元。
此外,综合报道,$摩根士丹利 (MS.US)$近期主要分析师观点如下:
公司第三季度收入超出预期,广泛的营业收入表现出色,对未来的"建设性"展望。
随着Q3收入超出预期,该公司的财富业务观察到意外地好于预期的净新增资产、基于费用的流量以及净利息收入。管理层强调在最初降息后,扫帚存款流出有显著改善。此外,该公司预示抵押贷款增长迹象,并预期由于更有利的股市环境,证券质押贷款将增长。
在Q3报告后,Q4和2025年EPS的估计分别上调了3%,分别为1.75美元和7.95美元。这反映了强劲业绩、改善的杠杆和财富管理行业增势加强的积极影响。
在强劲的Q3收益表现后,包括机构证券、财富管理和投资管理在内的多元化投资服务模式表现出色,特别突出于一流的投资银行和交易运营。凭借坚实的超额资本,预计管理层将通过普通股回购和加大红利回报股东的忠诚度。
公司最近的表现表现出色,在几个领域取得了重大成功。然而,持续的疑问围绕着新净资产增长的持久性、过去十二个月内一贯的长期投资管理流入、第二季度以后的未来净利息收入,以及资本市场进展的程度。
以下为今日9位分析师对$摩根士丹利 (MS.US)$的最新投资评级及目标价:
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