Morgan Stanley is leading debt and equity fundraising for a $4 billion Texas refinery.
bullish 70 · impact 60
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.
bullish 70 · impact 40
TD Cowen has established a new price target of $210.00 per share for Morgan Stanley.
neutral 50 · impact 30TD Cowen initiated coverage on Morgan Stanley.
neutral 50 · impact 30Erste Group lowered its rating on Morgan Stanley from Buy to Hold.
bearish 35 · impact 30Morgan 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.
bullish 80 · impact 40
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.
bullish 70 · impact 60
Morgan Stanley has named Nvidia a top pick once again, per a social media claim. No price target or rationale was provided.
bullish 65 · impact 40
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.
bullish 70 · impact 60
