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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美東時間10月17日,多家華爾街大行更新了$摩根士丹利 (MS.US)$的評級,目標價介於107美元至135美元。
高盛集團分析師Richard Ramsden維持持有評級,並將目標價從106美元上調至121美元。
美銀證券分析師Ebrahim Poonawala維持買入評級,並將目標價從120美元上調至135美元。
巴克萊銀行分析師Jason Goldberg維持買入評級,並將目標價從121美元上調至135美元。
富國集團分析師Mike Mayo維持賣出評級,並將目標價從95美元上調至107美元。
富瑞集團分析師Daniel Fannon維持買入評級,並將目標價從120美元上調至135美元。
此外,綜合報道,$摩根士丹利 (MS.US)$近期主要分析師觀點如下:
公司第三季度收入超出預期,廣泛的營業收入表現出色,對未來的"建設性"展望。
隨着Q3收入超出預期,該公司的財富業務觀察到意外地好於預期的淨新增資產、基於費用的流量以及淨利息收入。管理層強調在最初減息後,掃帚存款流出有顯著改善。此外,該公司預示抵押貸款增長跡象,並預期由於更有利的股市環境,證券質押貸款將增長。
在Q3報告後,Q4和2025年EPS的估計分別上調了3%,分別爲1.75美元和7.95美元。這反映了強勁業績、改善的槓桿和财富管理行業增勢加強的積極影響。
在強勁的Q3收益表現後,包括機構證券、财富管理和投資管理在內的多元化投資服務模式表現出色,特別突出於一流的投資銀行和交易運營。憑藉堅實的超額資本,預計管理層將通過普通股回購和加大紅利回報股東的忠誠度。
公司最近的表現表現出色,在幾個領域取得了重大成功。然而,持續的疑問圍繞着新淨資產增長的持久性、過去十二個月內一貫的長期投資管理流入、第二季度以後的未來淨利息收入,以及資本市場進展的程度。
以下爲今日9位分析師對$摩根士丹利 (MS.US)$的最新投資評級及目標價:
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