Morgan Stanley · NYSE (us_market)
Financial Services · Capital Markets · United States
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-01-15$191.23 RISE2026-03-12$154.37 PEAK2026-05-29$208.00 134d | -19.3% 56d | Missed | Missed | — | — | +34.7% 78d | Missed |
DROP2025-02-06$141.08 RISE2025-04-04$99.83 PEAK2025-07-02$142.86 146d | -29.2% 57d | Missed | Missed | — | — | +43.1% 89d | Missed |
DROP2023-07-24$94.67 RISE2023-10-27$70.40 PEAK2024-01-02$93.90 162d | -25.6% 95d | Missed | Missed | — | — | +33.4% 67d | Missed |
DROP2023-02-15$100.83 RISE2023-05-24$81.22 PEAK2023-07-24$94.67 159d | -19.4% 98d | Missed | Missed | — | — | +16.6% 61d | Missed |
DROP2022-08-15$92.02 RISE2022-10-14$75.30 PEAK2022-11-30$93.07 107d | -18.2% 60d | Missed | Missed | — | — | +23.6% 47d | Missed |
DROP2022-02-09$108.73 RISE2022-06-17$72.90 PEAK2022-08-15$92.02 187d | -33.0% 128d | Missed | Missed | — | — | +26.2% 59d | Missed |
DROP2020-01-17$57.51 RISE2020-03-23$27.81 PEAK2020-06-09$50.40 144d | -51.6% 66d | Missed | Missed | — | — | +81.2% 78d | Missed |
(Bloomberg) -- A $25 billion Danish pension fund that earlier this year made headlines by ditching Treasuries as Donald Trump was threatening to seize Greenland now says it won’t touch SpaceX.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermStrait of Hormuz Ship Transits Are Rising Thanks to Help From USCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekSpaceX Said to Cut IPO Value Goal to at Le
There is a specific kind of earnings report that is genuinely hard to read. The one that beats on revenue, raises full-year guidance, shows improving margins, but still leaves investors asking whether the most important growth driver has actually arrived yet. MongoDB (MDB) just delivered exactly ...
Morgan Stanley (NYSE: MS) disclosed major crypto-related holding in its SEC 13F filing for Q1 2026. It revealed exposure to Bitcoin (BTC), Solana (SOL), XRP and other digital asset-linked equities. The filing shows the Wall Street giant significantly increased its institutional crypto ...
Goldman Sachs and Morgan Stanley are near all-time highs after accelerating earnings and sales growth in the first quarter.
Morgan Stanley believes AppLovin’s AI-powered advertising engine is only beginning to unlock its monetization potential. And this might drive the stock toward a massive $1,100 bull-case valuation.
Moelis (MC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Shares advance as results exceed expectationsMongoDB (NASDAQ:MDB) gained more than 4% in pre-market trading on Friday, adding to a 10. 6% rise from the previous session, after the database software provider delivered first-quarter fiscal 2027 results that surpassed analyst forecasts across key financial metrics and increased its outlook for the full year.
Morgan Stanley flags uncertainty beyond the first halfMorgan Stanley analysts believe RealTek Semiconductor (USOTC:RLTQY) faces a less predictable operating environment in the second half of 2026, despite solid demand trends across several end markets. Following discussions at the Asia AI Summit, the brokerage said visibility for the remainder of the year remains limited, with business conditions expected to be less favourable than those seen during the first six months of 2026.
(Bloomberg) -- SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at Least $1.8 TrillionUS,
ADT Inc. (NYSE:ADT) is one of the 10 Best Single Digit Stocks to Buy Right Now. On May 1, Morgan Stanley increased its price target on ADT Inc. (NYSE:ADT) from $7 to $7.50 while maintaining an Equal Weight rating on the stock. This update came after the company reported its Q1 2026 results. Morgan Stanley […]
In the closing of the recent trading day, Morgan Stanley (MS) stood at $203.83, denoting a +1.1% move from the preceding trading day.
Wells Fargo Advisors has welcomed back a former financial advisory team that had previously decamped for Ameriprise where they oversaw more than $550 million in assets. Advisors Thomas Hughes and Bill Steele joined Wells Fargo on Tuesday in a move the brokerage firm announced Thursday. The team, based in Southlake, Texas, also includes Betty Cadena, a senior registered client associate.
BlackRock, Inc. (NYSE: BLK) launched its spot U.S. exchange-traded fund (ETF) tied to Bitcoin (BTC) on Jan. 11, 2024. It was a historic moment for the crypto industry as the launch demonstrated the growing faith of Wall Street in digital assets. Several large players like Morgan Stanley (NYSE: MS) ...
Agilent Technologies stock surges as Wall Street approves of the company’s second-quarter earnings and guidance update.
AppLovin has already become one of Wall Street’s more closely watched artificial-intelligence advertising stories. The company’s growth has been fast enough to raise a different question for investors: How much more can it squeeze out of mobile ads after such a large run? Morgan Stanley says the ...
(Bloomberg) -- Quantum Systems and Destinus are in talks to line up advisers for potential IPOs as soon as early 2027, people familiar with the matter said, as the drone makers seek to tap surging demand for unmanned defense assets.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-
(Bloomberg) -- Lea la nota en españolMost Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Push Up Flows‘KPop Demon Hunters’ Studio Draws Tencent Music InvestmentInvestors say the time is right for state-owned Petroleos Mexicanos SA to sell global bonds for the first time in more than three years.In the w
AI-driven earnings growth pushed Goldman Sachs to lift its S&P 500 target to 8,000 from 7,600.
AppLovin was the top performer in the on Wednesday after analysts at Morgan Stanley counseled investors to buy the stock. Shares of the mobile advertising platform jumped 11% to $569.96, putting the stock on track for its highest close since Jan. 15, according to Dow Jones Market Data. Morgan Stanley reiterated an Overweight rating and a $720 price target for AppLovin shares in a research note Wednesday.
Investing.com -- In a note to clients on Wednesday, Morgan Stanley questioned whether Wall Street is properly valuing the scale of future AI revenues at Microsoft.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| MS | +9.38% | +24.55% | +17.16% | +62.46% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +10.03% | +24.01% | +22.99% | +61.25% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 101.34M | $16.68B | 0.58% | Trimmed-2.4% | 2026-03-31 |
| FidelityFMR | fundamental | 22.73M | $3.74B | 0.20% | Trimmed-13.1% | 2026-03-31 |
| CapResearch | fundamental | 20.27M | $3.34B | 0.52% | Added+31.4% | 2026-03-31 |
| Wellington | fundamental | 4.66M | $766.53M | 0.14% | Trimmed-70.6% | 2026-03-31 |
| TwoSigma | quant | 3.74M | $615.43M | 0.50% | Added+234.8% | 2026-03-31 |
| DEShaw | quant | 1.86M | $306.80M | 0.18% | Added+90.3% | 2026-03-31 |
| Citadel | multi-strat | 1.45M | $238.04M | 0.30% | Added+122.5% | 2026-03-31 |
| RenTech | quant | 674.1K | $110.94M | 0.17% | New | 2026-03-31 |
| TRowePrice | fundamental | 17.01M | $2.80M | 0.32% | Added+14.1% | 2026-03-31 |
| Bridgewater | macro | 14.8K | $2.43M | 0.01% | Added+11.1% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-04-17 | CRAWLEY MANDELL | Chief Client Officer | G Gift | 1,053 | — | +$0 |
| 2026-04-17 | CRAWLEY MANDELL | Chief Client Officer | S Open-market sale | 300 | $189.05 | −$56.7K |
| 2026-04-17 | CRAWLEY MANDELL | Chief Client Officer | S Open-market sale | 13,283 | $188.38 | −$2.50M |
| 2026-04-17 | CRAWLEY MANDELL | Chief Client Officer | S Open-market sale | 2,546 | $187.25 | −$476.7K |
| 2026-04-17 | SAPERSTEIN ANDREW M | Co-President | S Open-market sale | 600 | $192.12 | −$115.3K |
| 2026-04-17 | SAPERSTEIN ANDREW M | Co-President | S Open-market sale | 3,190 | $191.30 | −$610.2K |
| 2026-04-17 | SAPERSTEIN ANDREW M | Co-President | S Open-market sale | 1,400 | $190.44 | −$266.6K |
| 2026-04-17 | SAPERSTEIN ANDREW M | Co-President | S Open-market sale | 6,353 | $189.15 | −$1.20M |
| 2026-04-17 | SAPERSTEIN ANDREW M | Co-President | S Open-market sale | 33,541 | $188.37 | −$6.32M |
| 2026-04-17 | SAPERSTEIN ANDREW M | Co-President | S Open-market sale | 6,584 | $187.20 | −$1.23M |
| 2026-04-17 | SIMKOWITZ DANIEL A | Co-President | S Open-market sale | 14,690 | $189.24 | −$2.78M |
| 2026-04-17 | SIMKOWITZ DANIEL A | Co-President | G Gift | 8,000 | — | +$0 |
| 2026-03-13 | PICK EDWARD | Chairman and CEO | F Tax withholding | 33,677 | $160.89 | −$5.42M |
| 2026-03-13 | PICK EDWARD | Chairman and CEO | A Grant / award | 60,897 | — | +$0 |
| 2026-03-13 | CRAWLEY MANDELL | Chief Client Officer | F Tax withholding | 4,935 | $160.89 | −$794.0K |
| 2026-03-13 | CRAWLEY MANDELL | Chief Client Officer | A Grant / award | 9,666 | — | +$0 |
| 2026-03-13 | GROSSMAN ERIC F | Chief Legal/Admin Officer | F Tax withholding | 11,597 | $160.89 | −$1.87M |
| 2026-03-13 | GROSSMAN ERIC F | Chief Legal/Admin Officer | A Grant / award | 22,715 | — | +$0 |
| 2026-03-13 | Pizzi Michael A. | Head Technology & Operations | F Tax withholding | 7,900 | $160.89 | −$1.27M |
| 2026-03-13 | Pizzi Michael A. | Head Technology & Operations | A Grant / award | 16,432 | — | +$0 |
| 2026-03-13 | SAPERSTEIN ANDREW M | Co-President | F Tax withholding | 26,943 | $160.89 | −$4.33M |
| 2026-03-13 | SAPERSTEIN ANDREW M | Co-President | A Grant / award | 52,777 | — | +$0 |
| 2026-03-13 | SIMKOWITZ DANIEL A | Co-President | F Tax withholding | 18,175 | $160.89 | −$2.92M |
| 2026-03-13 | SIMKOWITZ DANIEL A | Co-President | A Grant / award | 32,865 | — | +$0 |
| 2026-03-13 | YESHAYA SHARON | Chief Financial Officer | F Tax withholding | 9,622 | $160.89 | −$1.55M |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-15upcoming | 2.76 | — | — |
| 2026-04-15 | 3.02 | 3.43 | +13.66% |
| 2026-01-15 | 2.45 | 2.68 | +9.41% |
| 2025-10-15 | 2.11 | 2.80 | +32.63% |
| 2025-07-16 | 1.96 | 2.13 | +8.59% |
| 2025-04-11 | 2.19 | 2.60 | +18.59% |
| 2025-01-16 | 1.69 | 2.22 | +31.40% |
| 2024-10-16 | 1.58 | 1.88 | +18.74% |
| 2024-07-16 | 1.66 | 1.82 | +9.95% |
| 2024-04-16 | 1.66 | 2.02 | +21.59% |
| 2024-01-16 | 1.03 | 0.85 | -17.84% |
| 2023-10-18 | 1.29 | 1.38 | +6.75% |
| 2023-07-18 | 1.17 | 1.24 | +5.80% |
| 2023-04-19 | 1.65 | 1.70 | +2.76% |
| 2023-01-17 | 1.28 | 1.26 | -1.20% |
| 2022-10-14 | 1.51 | 1.47 | -2.82% |