Morgan Stanley Analysts Optimistic After Q3: Fed Rate Declines 'Should Drive Robust Growth' In Asset Management
Morgan Stanley Analysts Optimistic After Q3: Fed Rate Declines 'Should Drive Robust Growth' In Asset Management
The analyst highlighted company commentary that said pipelines were "healthy and diverse." Morgan Stanley (NYSE:MS) stock received price target increases from analysts after beating Street estimates and showing strength across multiple company segments in third-quarter financial results.
摩根士丹利（纽交所：MS）股票在第三季度财报中击败了华尔街的预期，展现出多个业务板块的实力后，受到分析师们调高目标价。
The Morgan Stanley Analysts:
摩根士丹利分析师：
- Barclays analyst Jason Goldberg maintained an Overweight rating and raised the price target from $121 to $135.
- Bank of America analyst Ebrahim Poonawala reiterated a Buy rating and raised the price target from $120 to $135.
- 巴克莱分析师Jason Goldberg维持超配评级，将目标股价从121美元上调至135美元。
- 美国银行分析师Ebrahim Poonawala重申买入评级，将目标股价从120美元上调至135美元。
Barclays on Morgan Stanley: The financial services and investment bank saw markets, investment banking, wealth management and investment management all exceed forecasts, Goldberg said in a new investor note.
巴克莱对摩根士丹利的看法：金融服务和投资银行看到市场、投资银行、财富管理和投资管理所有板块均超过预期，Goldberg在一份新的投资者报告中称。
The analyst highlighted company commentary that said pipelines were "healthy and diverse."
该分析师强调公司评论称管道“健康且多元化”。
"Corporate activity is showing momentum, while sponsors desire to transact is 'steadily materializing,'" Goldberg said.
“企业活跃度正在增长，同时赞助商希望进行交易的愿望正‘稳步实现’，” Goldberg表示。
The analyst noted strong growth in both wealth management and investment management compared to the second quarter.
该分析师指出，财富管理和投资管理与第二季度相比均实现了强劲增长。
"Reflecting 3Q24's strength and revenue momentum heading into 4Q24, we are raising our 2024 EPS estimate by $0.45 to $7.40."
反映了2024年第三季度的实力和营收势头，我们将2024年每股收益预估提高了0.45美元，达到7.40美元。
The analyst raised the stock price target and several financial metrics, noting a "more constructive capital markets backdrop and increased confidence in a soft landing."
分析师提高了股价目标和多项财务指标，指出"更有利于资本市场背景和对软着陆的信心增强。"
Read Also: How To Earn $500 A Month From Morgan Stanley Stock After Q3 Earnings
阅读更多：摩根士丹利股票在Q3季度收益后如何每月赚取500美元
Bank of America on Morgan Stanley: Third quarter results from Morgan Stanley show the stock is "ready to reacquire the lost valuation premium," and that "the funnel is flowing," Poonawala said in a new investor note.
美国银行对摩根士丹利的看法: 摩根士丹利的第三季度业绩显示该股票"准备着重新获得失去的估值溢价"，"资金正在流入，" Poonawala 在一份新的投资者通讯中表示。
"We expect stock valuation to continue to re-rate higher ahead of a positive EPS revision cycle and improving profitability," Poonawala said.
"我们预计股票估值将继续在正面每股收益修正周期以及盈利能力改善之前重新定价更高，" Poonawala 说。
The analyst said the year-to-date results could indicate that new CEO Ted Pick has the "ability to deliver on targets."
分析师表示，截至目前的年度结果可能表明新任CEO泰德·皮克有"能力实现目标。"
"Stronger than expected 3Q24 results bolter our thesis as these should provide the Street increased confidence that continued investments in a hard to replicate wealth franchise combined with declining interest rates should drive robust growth in asset management."
"比预期强劲的2024年第三季度业绩强化了我们的观点，因为这些业绩将使华尔街更有信心，进一步投资于难以复制的财富特许经营权并且利率期货下降将推动资产管理的强劲增长."
Morgan Stanley is showing durable revenues, strong risk management and a gain from secular themes like the generational wealth transfer in the United States, the analyst added.
摩根士丹利展示了持久的营收、强大的风险管理，并从美国世代财富转移等主题中获得增益，该分析师补充道。
MS Price Action: Morgan Stanley stock was down 0.08% to $119.41 on Thursday, compared to a 52-week trading range of $69.42 to $121.45. Morgan Stanley stock is up 28% year-to-date in 2024.
摩根士丹利价格走势：周四，摩根士丹利股价下跌0.08%，报119.41美元，相比52周交易区间69.42美元至121.45美元。摩根士丹利股票在2024年迄今上涨28%。
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Photo: Shutterstock
Photo: shutterstock
