MS shares jump 34.5% YTD. Does the M&A rebound and its wealth and asset management push make the stock an attractive bet?
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Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Morgan Stanley (MS) whose price grew 18% since my bullish call last winter, is being slightly pulled back to a hold but remains a strong dividend income idea. Q3 results showed net new client inflows, momentum in advisory work, and strong A-level credit ratings across the board, against a challenging macro backdrop in 2025. The stock appears somewhat overvalued to its peer average, with future upside forecasts being minimal.
Morgan Stanley remains a buy, supported by strong wealth management growth, recurring revenue, and a robust balance sheet. MS delivered impressive Q3 results, with earnings beating estimates and client assets nearing its $10 trillion target by 2026/2027. Easing regulatory capital requirements and excess capital position enable accelerated buybacks and ongoing dividend growth for MS.
Does GS' surging M&A momentum and valuation edge meet MS' wealth-fueled stability in this Wall Street upside showdown? Let us find out.
MS' 31.6% rally and revived M&A activity highlight its strategic shift and raise the question of whether now is the moment to buy. Let's find out.
RBC has taken the scalpel to Morgan Advanced Materials plc (LSE:MGAM), downgrading the shares from 'outperform' to 'sector perform' and trimming its price target from 250p to 210p. The shares fell 3% to 188.8p.
Kinder Morgan is positioned as a critical energy infrastructure provider, benefiting from surging demand driven by AI-powered data centers and rising electricity needs. KMI's Q3 results showed strong growth in revenue, adjusted EBITDA, and cash flow, underpinned by increased natural gas volumes and a robust $9.3 billion project backlog. KMI's fee-based business model, expanding infrastructure, and exposure to LNG exports and power generation projects support long-term capital appreciation and a growing dividend.
Morgan Stanley sees U.S. equities outpacing global markets into 2026, with AI-driven gains and small-cap strength supporting its upbeat S&P 500 outlook.
Earnings growth and an accommodative Fed will support market multiples says Mike Wilson