Morgan Stanley in the news

Morgan Stanley Research screened 15 industrial stocks that combine improving earnings expectations with strong quality, despite recent price declines, led by EnerSys, Leonardo DRS, and Carlisle Companies.

Morgan Stanley showed strong financial performance in Q2, with increased revenue and net income, leading to a share repurchase authorization and dividend hike, despite some market uncertainties and credit exposure issues.

Morgan Stanley is inviting banks to purchase portions of a $3 billion loan financing Royal Caribbean Cruises Ltd.'s acquisition of a stake in Sandals Resort International.

A former Morgan Stanley broker was ordered to repay $1 million to the firm after returning to Wells Fargo, covering an unvested recruiting loan and associated costs.

Morgan Stanley upgraded Wells Fargo stock to overweight with a $102 price target, citing improved outlook for earnings and returns despite its year-to-date underperformance.

Morgan Stanley recommends buying 'quality' and cyclical industrial stocks due to price damage in the average stock despite S&P 500 gains.

Morgan Stanley forecasts Lam Research revenue to exceed $9 billion for the December quarter, maintaining its lead in wafer fabrication equipment growth.

Morgan Stanley indicates Nvidia and Broadcom are protected from an AI power crunch affecting the chip supply chain.

Morgan Stanley strategists see an attractive setup in economically cyclical sectors, especially capital goods, due to strong earnings growth despite recent stock valuation drops.

Morgan Stanley upgraded Wells Fargo stock to 'buy' with a $102 price target, expecting it to close the performance gap with peers.

SpaceX shares climbed following its AI unit's rebranding to SpaceXSI and Morgan Stanley's reiterated $300 price target.

Morgan Stanley has transitioned from a trading firm to an advisory model, generating stable, compounding fee-based revenue while still experiencing significant market-driven growth and facing downward pressure on advisory fees.

Morgan Stanley's Jim Egan discussed the current state of the housing market and factors impacting new home prices on CNBC's 'Squawk on the Street'.

Morgan Stanley analysts anticipate Goldman Sachs traders had a strong third quarter in 2026, particularly in equities and fixed income, suggesting better bonus prospects.

Morgan Stanley initiated an 'Underweight' rating on homebuilder Lennar with a $65 price target, citing concerns over its land-light strategy and declining margins, contrasting with Berkshire Hathaway's increased investment in the company.

Morgan Stanley upgraded Nvidia to its top pick in semiconductor stocks after meeting with the company's executives, causing Nvidia's stock to rise.

Morgan Stanley initiated coverage on luxury homebuilder Toll Brothers with an 'overweight' rating, citing its undervalued stock and resilient business model despite recent declines.

Shares of Western Digital and Seagate fell after Toshiba announced plans to boost HDD production, but Morgan Stanley believes the market's supply-demand gap will absorb the extra capacity and advises buying the dip.

Morgan Stanley strategist Mike Wilson warns of a potential 5-10% S&P 500 market drawdown, led by five megacap stocks, if bond market volatility does not subside, but also sees it as a buying opportunity given strong earnings growth.

Morgan Stanley analyst Alex Straton expects Nike's sales and earnings to soften due to inventory gluts in North America and China.