Consensus estimates for 2027 cloud capital spending now sit near $1.2 trillion, says Morgan Stanley, about 30% growth and $170 billion above where they stood before second-quarter earnings. The firm's own aggregate estimate is $1.4 trillion, 17% higher than consensus.Three of the four U.S. hypersca…
Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a portfolio of five French logistics assets. The fully leased portfolio totals approximately 160,000 square meters across established French log…
Morgan Stanley reset its software coverage, assuming Adobe NASDAQ:ADBE and Workday NASDAQ:WDAY at Underweight and Salesforce NYSE:CRM and Intuit NASDAQ:INTU at Equal-Weight, while naming eight stocks as its highest-conviction Overweights: Microsoft NASDAQ:MSFT, Palo Alto Networks NASDAQ:PANW, Crowd…
Morgan Stanley Wealth Management today announced the results of its quarterly retail investor pulse survey:This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260720496000/en/"Morgan Stanley's Global Investment Office has noted the market is…
RNS Number : 1033N Morgan Stanley Europe SE 20 July 2026 Morgan Stanley & Co. International plc25 Cabot SquareCanary WharfLondon E14 4QA, EnglandJuly 20, 2026Notice of Partial CancellationDear Sir/Madam:Please note that there has been a Partial Cancellation by the issuer for the following ISIN…
Wall Street's biggest banks are proving that even geopolitical uncertainty and volatile markets can be highly profitable when trading desks stay busy and artificial intelligence fuels an unprecedented wave of capital raising.The six largest US banks generated a combined $55 billion in second-quarte…
Goldman Sachs Group NYSE:GS, a major U.S. investment bank, generated $985 million in equity underwriting revenue during the second quarter ended June 30, representing a 130% increase from the same period last year. The performance placed Goldman ahead of the other large U.S. banks as Wall Street re…
DBS Group Holdings Ltd. (DBSDY), Singapore's largest lender, is aiming to increase its wealth and retail assets to more than S$1 trillion ($775 billion) by 2030 as it accelerates its expansion across major Asian markets. The bank would need to grow those assets from S$632 billion at the end of 2025…
Record Q2 results with $21.3B revenue and $3.46 EPS, driven by strong performance in Institutional Securities, Wealth, and Investment Management. Client assets reached $10T, ROTCE was 26.6%, and a 15% dividend increase was announced.Based on Morgan Stanley [MS] Q2 2026 Audio Transcript — Jul. 15 20…
Record Q2 2026 results with net revenues up 27% to $21.3B and EPS up 62% to $3.46, driven by strong Institutional Securities and Wealth Management performance. ROTCE reached 26.6%, and the firm increased its dividend and share repurchase program.Original document: Morgan Stanley [MS] SEC 8-K Curren…
Wall Street's largest U.S. banks are expected to report another strong quarter of trading revenue as market volatility continues to encourage more client activity. JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs NYSE:GS, and Morgan Stanley, five of the biggest U.S. banking firms, are proj…
MS (Morgan Stanley) is set to announce its Q2'26 results on July 15, after the market closes. The earnings are expected to be disclosed at 7:30 AM ET (11:30 AM UTC).For Q2'26, revenue estimate is 19.67 billion USD with EPS (earnings per share) anticipated at 2.93 USD. Learn more details at MS Finan…
Global financial services firm Morgan Stanley NYSE:MS will be reporting results this Wednesday before market open. Here’s what you need to know.Morgan Stanley beat analysts’ revenue expectations last quarter, reporting revenues of $20.58 billion, up 16% year on year. It was an exceptional quarter f…
Morgan Stanley NYSE:MS, whose equity strategists track U.S. markets, expects the stock-market rally to broaden beyond the largest technology companies as earnings growth strengthens across the wider market. Strategists led by Michael Wilson highlighted that the median company in the S&P 1500 Compos…
Explore more price target data and ratings for Morgan Stanley on the Forecasts tab, and track all previous and future analyst recommendations for Morgan Stanley in the dedicated News Flow.Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. This information is n…
(13:31 GMT) Morgan Stanley Price Target Raised to $255.00/Share From $214.00 by UBS
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MORGAN STANLEY RECOMMENDS SHORT FRENCH DEBT TRADEFrench government bonds have been underperforming peers for the past few weeks, as worries about gridlocked French politics and the country's high deficit resurface, and Morgan Stanley think this trend can continue.They recommend investors go short F…
Goldman Sachs raised Morgan Stanley (MS) target from $211 to $233; Evercore ISI kept Outperform and raised its target from $210 to $233. Both firms now target $233 for MS.Morgan St
(16:41 GMT) Morgan Stanley Price Target Raised to $233.00/Share From $210.00 by Evercore ISI Group
