MS MORGAN STANLEY
BULLISH
Impact: 1/10
ANALYST-UPGRADE
9 firms acted on MS: Wolfe Research, BMO Capital, Keefe, Bruyette & Woods, HSBC, Wells Fargo, HSBC, Goldman Sachs, Wells Fargo, Oppenheimer
Final — all horizons settled through T+60d ⚠ clustered
MS ▲ +2.51% at T+60d
LONG call ✓ call won +2.51% · α vs SPY +0.49% · entry $162.76 → $166.85
Currently $214.04 · +31.51% from $162.76 entry
T+1d
+1.63%
call +1.63% · α +0.71%
$165.42
settled 7mo ago
T+5d
+3.86%
call +3.86% · α +1.97%
$169.04
settled 6mo ago
T+20d
+10.25%
call +10.25% · α +7.39%
$179.44
settled 6mo ago
T+60d
+2.51%
call +2.51% · α +0.49%
$166.85
settled 4mo ago
Price Chart
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Executive Summary
9 firms acted on MS: Wolfe Research, BMO Capital, Keefe, Bruyette & Woods, HSBC, Wells Fargo, HSBC, Goldman Sachs, Wells Fargo, Oppenheimer
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
1/10
Consensus & Targets
Buy / Strong Buy
18 (55%)
Hold
15
Sell / Strong Sell
0
Total Analysts
21
Mean PT
$203.29
Median PT
$205.00
High PT
$230.00
Low PT
$165.00
Current Price
$208.00
Implied Upside
-2.3%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-08 | Citigroup | maintain | Neutral | $194.00 |
| 2026-04-16 | Barclays | maintain | Overweight | $230.00 |
| 2026-04-16 | RBC Capital | reiterate | Sector Perform | $207.00 |
| 2026-04-16 | Citizens | reiterate | Market Perform | — |
| 2026-04-16 | Wells Fargo | maintain | Equal-Weight | $200.00 |
| 2026-04-16 | Keefe, Bruyette & Woods | maintain | Outperform | $218.00 |
| 2026-04-16 | Goldman Sachs | maintain | Neutral | $205.00 |
| 2026-04-16 | B of A Securities | maintain | Buy | $225.00 |
| 2026-04-07 | UBS | upgrade | Buy | $196.00 |
| 2026-04-06 | Evercore ISI Group | maintain | Outperform | $190.00 |
Firm Track Record — Wolfe Research
Wolfe Research accuracy: 52% on 451 calls | avg return: 4.4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| BMO Capital | 100% | 3/3 | 16.6% | top tier |
| Jefferies | 100% | 3/3 | 18.4% | top tier |
| RBC Capital | 100% | 3/3 | 10.8% | top tier |
| JMP Securities | 100% | 5/5 | 18.1% | top tier |
| Evercore ISI Group | 86% | 6/7 | 8.9% | top tier |
| Goldman Sachs | 86% | 6/7 | 19.8% | top tier |
| Citigroup | 83% | 5/6 | 12.4% | top tier |
| Wells Fargo | 75% | 6/8 | 17.9% | top tier |
| HSBC | 75% | 3/4 | 9% | top tier |
| UBS | 75% | 3/4 | 6.1% | top tier |
Earnings Estimates
Next earnings: Jul 14, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $2.76 | $2.48 — $3.02 | $19.1B | ↑2 ↓0 |
| +1q | $2.90 | $2.65 — $3.10 | $19.2B | ↑2 ↓0 |
| 0y | $11.84 | $11.37 — $12.30 | $77.4B | ↑2 ↓0 |
| +1y | $12.69 | $11.34 — $13.59 | $81.1B | ↑3 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 4 sells
Institutional
NORGES BANK — new
Institutional
NORGES BANK — exit (-100%)
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (150.3%)
Short Interest
Short: 1,355,481 | Exempt: 446 | TRF Vol: 2,389,579 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
8 reports for MS
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 6, 2026
6d ago
|
ANALYST-UPGRADE
| $168.36 $189.21 | ▲ +12.38% | ▲ +2.60% | $214.04 (+27.13%) |
|
Jun 5, 2026
8d ago
|
Court Ruling
| $218.17 awaiting T+20 | awaiting T+20 | — | $214.04 (−1.89%) |
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $162.76 $179.44 | ▲ +10.25% | ▲ +7.39% | $214.04 (+31.51%) |
|
May 7, 2026
5w ago
|
ANALYST-UPGRADE
| $168.36 $189.21 | ▲ +12.38% | ▲ +2.60% | $214.04 (+27.13%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $162.76 $179.44 | ▲ +10.25% | ▲ +7.39% | $214.04 (+31.51%) |
|
Apr 16, 2026
8w ago
|
Insider Cluster
| $186.67 $193.83 | ▲ +3.84% | ▼ −1.98% | $214.04 (+14.66%) |
|
Apr 16, 2026
8w ago
|
Insider Cluster
| $186.67 $193.83 | ▲ +3.84% | ▼ −1.98% | $214.04 (+14.66%) |
|
Apr 15, 2026
8w ago
|
8-K
| $20.63 $20.43 | ▼ −0.95% | ▼ −7.00% | $214.04 (+937.67%) |
Showing 8 of 8
US Market Status
Market Closed — Opens Mon (48h 1m)
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