MS - Morgan Stanley

NYSE · Financial Services · Capital Markets

$188.82

Market Closed

End of day · Apr 17, 2026, 12:00 AM

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About

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment 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 through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

https://www.morganstanley.com

MS - Morgan Stanley

Financial Services

Looking at Morgan Stanley right now, I see a name that's been riding the wave of a resurgent market, but the last couple months have been a reality check. After peaking north of 186 back in January, it's given up a decent chunk, now sitting around 157. That's about a 15%% pullback from recent highs, and if you zoom out, it's a classic case of financials catching their breath after a strong run up from the 110s last spring. From a macro perspective, I'm bullish on MS heading into the summer. The rate environment is stabilizing, and while everyone likes to talk about margin compression, the real story is the return of deal activity. IPO and M&A pipelines are quietly rebuilding as volatility comes down, and that's lifeblood for Morgan's fee income. In wealth management, the asset base is sticky and management's pivot toward more recurring revenue is starting to show up in the numbers, making earnings less cyclical than they used to be. The caveat here is credit risk. If CRE hiccups or we see a sudden spike in defaults, the whole sector gets hit, but MS is less exposed than the regionals and has kept its balance sheet pretty clean. I see that as manageable, especially with loan loss reserves already trending up. Next quarter's earnings are the key catalyst guidance around advisory revenue and net interest income will set the tone. If they confirm the deal pipeline momentum, I see MS bouncing back to 175.24 over the next 9 weeks. That's a solid risk-reward from here, especially for a name with this kind of franchise strength.

Entry

$157.83

Above

$175.24

May 20, 2026

Karma

124 to 17462

Bullish

Open

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