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Is Wall Street Bullish or Bearish on Morgan Stanley Stock?
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The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational. With a market capitalization of $297.3 billion, Morgan Stanley (MS) is a leading global financial services firm headquartered in New York City, providing investment banking, wealth management, institutional securities, and asset management services to corporations, governments, institutions, and individuals worldwide. Founded in 1935, the company has grown into one of Wall Street’s most influential banking institutions, with operations spanning more than 40 countries. Over the past year, MS stock has been on a ride, posting a 58.2% gain, outpacing the broader S&P 500 Index ($SPX), which rose by 28.5% during the same period. In 2026, MS stock has surged by 6.6%, surpassing the broader Index’s 6% increase during the same stretch. Micron Technology Huge, Unusual Put Option Activity - a Bullish Signal as MU Rises 12% Intel Jumps as Apple Explores Chip Deal. Here's How You Should Play INTC Stock Now, According to Barchart Data. Why Meta Stock Is Objectively Cheap at Current Levels Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Narrowing the focus, MS has also outperformed the State Street Financial Select Sector SPDR Fund’s (XLF) 4.4% return over the past year and 5.8% year-to-date fall. On Apr. 15, Morgan Stanley released its FY2026 Q1 earnings, and its shares jumped 4.5%. Driven by surging trading activity, a rebound in investment banking, and continued strength in wealth management, the bank posted record quarterly net revenue of $20.56 billion, up 16% year over year. Its earnings per share rose 31.9% from the year-ago quarter to $3.43, comfortably beating Wall Street expectations. Morgan Stanley’s Institutional Securities division was the standout performer, delivering record revenue of $10.72 billion, up 19.3% year over year. Investment banking revenue surged 35.7% year over year to roughly $2.11 billion, driven by a major rebound in M&A advisory activity and stronger underwriting fees. Trading operations were exceptionally strong amid heightened market volatility. Equity trading revenue soared 24.7% to a record $5.15 billion, benefiting from strong client activity and higher derivatives trading volumes. For the fiscal year 2026, ending in December, analysts anticipate MS to achieve EPS growth of 16.1%, reaching $11.85 on a diluted basis. Notably, Morgan Stanley has consistently beaten consensus estimates over the past four quarters. Among 26 analysts covering MS stock, the consensus rating is a "Moderate Buy," comprising ten "Strong Buy" ratings, two "Moderate Buys," and 14 "Holds." The current analyst sentiment is slightly more bullish than a month ago, when MS had a total of seven "Strong Buy" ratings. On Apr. 16, Barclays analyst Jason Goldberg raised his price target on Morgan Stanley to $230 from $219 while reiterating an “Overweight” rating, citing stronger-than-expected performance in the bank’s trading and wealth management businesses following its solid Q1 results. The mean price target of $203.64 represents a 7.6% premium to MS’ current price levels. Meanwhile, the Street-high price target of $231 suggests a potential upside of 22.1%. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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