Morgan Stanley (MS) Stock News

RBC has lowered its price target for Morgan Stanley by $48.

Morgan Stanley's CEO stated the bank maintains an overweight position on AI opportunities. The comment signals continued institutional conviction in AI-related investments.

TD Cowen has established a new price target of $210.00 per share for Morgan Stanley.

TD Cowen initiated coverage on Morgan Stanley.

Erste Group lowered its rating on Morgan Stanley from Buy to Hold.

Morgan Stanley's Adam Jonas says SpaceX stock keeps getting cheaper as Wall Street lifts earnings estimates. The stock now trades at 106 times projected 2027 EPS, down from 1,000 times in June. Jonas has a $300 price target and sees Starship Flight 15 as a catalyst. Raymond James has the highest target at $800. Shares were up 1.3% premarket Tuesday.

Morgan Stanley reinstated Nvidia as its top semiconductor pick following a roadshow with CEO Jensen Huang. The firm cited power and data-center constraints favoring Nvidia's compute per gigawatt, agentic AI as a growing GPU demand driver, and a still-undemanding valuation.

Morgan Stanley has named Nvidia a top pick once again, per a social media claim. No price target or rationale was provided.

Morgan Stanley lowered Apple's price target to $355 from $360, maintaining Overweight. The bank sees a major product cycle under new CEO John Ternus, with four consecutive years of iPhone unit growth. It forecasts EPS near $10 in FY27 and $11 in FY28, with earnings compounding ~13% through FY28.

Morgan Stanley has launched a Digital Asset Lab to explore and test blockchain-based financial products including stablecoins, tokenization, and DeFi applications. The lab will also examine tokenized deposits, CBDCs, and money-market funds. The bank already offers crypto trading through its E*Trade platform. The lab is exploratory; no products have been rolled out yet.

Morgan Stanley has launched a Digital Asset Lab to explore stablecoins, tokenization, DeFi applications, tokenized deposits, CBDCs, and money-market funds. The bank already offers crypto trading via E*Trade.

Morgan Stanley analysts expect AI-fueled drug development to accelerate US life expectancy improvement, lowering benefit ratios for life insurers and supporting EPS. They name Globe Life, RGA, Lincoln, MetLife, and Unum as beneficiaries. Insurers with heavier morbidity/retirement exposure may see a smaller tailwind.

Texas Governor Greg Abbott announced Morgan Stanley will make a $684 million capital investment to expand its services group in Dallas. The new hub represents a significant commitment to the state.

HSBC Securities resumed coverage of Morgan Stanley (MS) with a Hold rating and a price target of $219.

Morgan Stanley Turns Neutral on French government bonds, Sees Cheap Valuations.

Morgan Stanley scrapped its weak-dollar forecast, citing a hawkish Fed and European political risks. The WSJ Dollar Index is at its highest since July after five straight days of gains.

Morgan Stanley initiated coverage on IMAX (IMAX) with an Overweight rating and a $63 price target, signaling a bullish view on the cinema technology company.

An employee mistakenly emailed a confidential document listing more than 100 investment-banking deals across Asia. The bank said it promptly addressed the disclosure.

**Headline:** Morgan Stanley maps winners from potential Hormuz reopening **Brief:** Morgan Stanley research notes that European equities are the most sensitive to a potential reopening of the Strait of Hormuz as US-Iran diplomacy advances. The bank identifies airlines, aerospace, construction, luxury goods and banks as the sectors most likely to benefit. It remains overweight banks, semiconductors and capital goods. France's CAC 40 shows the strongest positive correlation to reopening among European markets. The note does not provide a timeline for a potential reopening.

Morgan Stanley recapped day two of its Laguna conference, noting that United, Southwest, Allegiant and Frontier all reported robust travel demand or no signs of weakness, even as elevated fuel costs push ticket prices higher. The analysts said persistently high fuel prices remain a headwind across the industry, particularly for JetBlue's profitability path, and could lead airlines to trim capacity.

Morgan Stanley lowered its rating on Ericsson to Underweight from Equal Weight.

Morgan Stanley lifts Next PLC price target to 17,000p.

Morgan Stanley forecasts additional 25 bps Fed tightening in March 2027, maintains December hike call.

Morgan Stanley began covering Airbnb with an Equal Weight rating and a $170 price target. The neutral initiation provides a benchmark for the stock's current valuation.

Morgan Stanley's Dan Simkowitz said the AI financing cycle remains in its relatively early to middle stages. The view implies continued multi-year capital spending on AI infrastructure and technology.

Morgan Stanley forecasts 25bp ECB rate cut in December 2027.

Morgan Stanley estimates that Tesla's autonomous Semi could generate $12K-$18K per month per vehicle in software fees. The firm added $20 per share to its Tesla bull case, now at $840.

Morgan Stanley expects the Fed to hold rates steady at the next meeting. The bank forecasts August core CPI at +0.23% MoM and core PCE at +0.20%, supporting patience. PCE revisions could lower annual core inflation to around 3.1% from 3.3%. The firm views Chair Warsh's Jackson Hole rhetoric as preserving policy flexibility, not signaling an imminent hiking cycle.

Morgan Stanley lifts BP price target to 598p from 519p.

Morgan Stanley analyst Joseph Moore says Broadcom's FY2027 AI commentary of $115B is slightly below the firm's $120B estimate but in line with prior guidance. Management sees FY2028 doubling. Moore lifts estimates, sees 80%+ market share potential, and calls valuation compelling alongside NVDA.

Morgan Stanley upgraded HOOD to Overweight with a $150 PT (from $124). Analyst sees product breadth improving customer economics and extending growth duration beyond account growth or retail trading cycles.

Morgan Stanley lifted its Q4 Brent forecast to $100/bbl from $75 and WTI to $96 from $76. The bank also issued Q1 and Q2 2027 forecasts. A separate WSJ survey shows bank consensus for 2026 and 2027 averages.

Morgan Stanley downgraded the European tobacco sector to Equal Weight from Overweight. The move signals a more cautious view on the industry.

Morgan Stanley cut its rating on the European paper and packaging sector to Underweight from Equal Weight. No rationale was provided.

Morgan Stanley downgraded the European telecoms sector to Equal Weight from Overweight. The move signals a more neutral view on the sector after a period of overweight positioning. No specific stocks or rationale were disclosed in the initial report.

Morgan Stanley lifts NVIDIA target price to $300 from $288.

Morgan Stanley says CXMT's higher growth reflects China AI server demand and localization-driven capacity expansion. The bank expects continued expansion even if DRAM prices soften. Bull case includes US customers and a 3D DRAM breakthrough by 2028. CXMT may use VCT technology to reach Gen5 without EUV.

Morgan Stanley upgraded Dynatrace to Overweight from Equalweight and raised its price target to $65 from $58, citing a durable acceleration in ARR growth driven by a large renewal cohort and platform breadth.

Morgan Stanley's Wilson: oil spike is biggest risk to US stocks, recommends energy hedge.