Price (90d)
$217.36Signal Score (90d)
67Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $114.98B | $16.86B | $10.34 |
| 2024 | $103.14B | $13.39B | $8.04 |
| 2023 | $88.29B | $9.09B | $5.24 |
| 2022 | $62.48B | $11.03B | $6.23 |
| 2021 | $57.78B | $15.03B | $8.16 |
Social Signal Score
Earnings
Wed, Oct 14(in 8 weeks)
Consensus estimate $3.13 per share
Typical surprise +17.6% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 15$3.46 vs $2.89beat
- Wed, Apr 15$3.43 vs $3.02beat
- Thu, Jan 15$2.68 vs $2.43beat
- Wed, Oct 15$2.80 vs $2.10beat
- Wed, Jul 16$2.13 vs $1.98beat
- Fri, Apr 11$2.60 vs $2.21beat
Estimates and results for MS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MS's reported EPS growth of 6.1% a year over 4 years.
- EPS in 5 years
- $14.43
- Implied price
- $245.32
- Return from $217.35
- 2.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $121.97 — -43.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 11 | 14 | 17 | 20 | 23 |
|---|---|---|---|---|---|
| -3.9% | -14.9% | -10.7% | -7.2% | -4.1% | -1.4% |
| 1.1% | -10.5% | -6.1% | -2.4% | 0.8% | 3.7% |
| 6.1% | -6.1% | -1.5% | 2.5% | 5.8% | 8.8% |
| 11.1% | -1.7% | 3.2% | 7.3% | 10.8% | 14.0% |
| 16.1% | 2.8% | 7.8% | 12.1% | 15.8% | 19.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (37)
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Morgan Stanley flags four catalysts for SpaceX stock through year-end
View source ↗ - News (RSS)zerohedge·23h ago·Neutral
…ture. Mutual escalation is stable precisely because the market applauds it. Each CFO spends because every other CFO is spending and the multiple rewards the spender. Morgan Stanley caught the psychology exactly when it described 2027 capex estimates leaping thirty percent in a single quarter, toward $1.1 trillion, as the dynamics of an auction. An auction is the right frame, because in an auction the price is set by the most optimistic bidder and the act of bidding is itself the signal - the app…
View source ↗ - News (RSS)economictimes·1d ago·Neutral
Quest Global said to pick banks for $1 billion India IPO Carlyle-backed Quest Global has appointed five banks for a potential Mumbai IPO targeting up to $1 billion. Axis Capital, Kotak Mahindra Capital, JM Financial, Morgan Stanley and Citigroup will advise. The offering may combine fresh shares and existing investor sales, with a draft prospectus expected by December, though details remain subject to change.
View source ↗ - News (Finnhub)Bloomberg·1d ago·Neutral
Quest Global said to pick banks for $1 billion India IPO The Singapore-based engineering services firm has appointed Axis Capital Ltd., Kotak Mahindra Capital Co., JM Financial Ltd., Morgan Stanley and Citigroup Inc. to advise on the share sale
View source ↗ - News (RSS)economictimes·1d ago·Neutral
…ay or prepay existing debt. The remaining amount will be used for general corporate purposes.Also Read: Tata Motors PV shares fall 5% after weak Q1 results. What are Morgan Stanley, Nomura, others saying?Financial performanceLEAP India reported strong financial growth in FY2026, driven by increasing demand for sustainable supply chain and logistics solutions. For the financial year ended March 31, 2026, the company's total income rose to RS 747.36 crore from RS 485.03 crore in FY2025, registerin…
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
MS& AD Insurance GAAP EPS of ¥226.82, revenue of ¥1686.19B; reaffirms FY 2027 outlook
View source ↗ - News (RSS)economictimes·1d ago·Negative
Tata Motors PV shares fall 5% after weak Q1 results. What are Morgan Stanley, Nomura, others saying? Tata Motors’ Q1 FY27 net profit plunged 80% YoY to ₹775 crore due to supply disruptions, Middle East tensions and Jaguar’s wind-down, while revenue rose 9% to ₹95,799 crore and EBITDA margin narrowed to 7.4%.
View source ↗ - News (RSS)ritholtz·1d ago·Neutral
MiB: Filippo Gori, J.P. Morgan co-head of Global Banking On this special, bonus episode of Masters in Business, I speak with Filippo Gori, co-head of Global Banking at J.P. Morgan. Gori shares insights from his climb through the firm’s ranks across London and Hong Kong, plus discuss the current state of banking, capital markets and more. A transcript of our conversation is… Read More The post MiB: Filippo Gori, J.P. Morgan co-head of Global Banking appeared first on The Big Picture.
View source ↗ - News (RSS)thestreet·2d ago·Neutral
Morgan Stanley doubles down on SpaceX stock for investors There is a number making the rounds on Wall Street right now that would have seemed disconnected from reality 12 months ago: a $600 price target for a company that went public at $135 in June and briefly fell below that listing price within weeks of trading. That kind of number does not get ...
View source ↗ - News (RSS)economictimes·2d ago·Positive
Lenskart Solutions shares jump 7% after Q1 results; Jefferies, Goldman Sachs, 3 others raise target price Lenskart Share Price: Lenskart shares rose after Q1 FY27 profit surged 182% YoY to Rs 228 crore, while revenue grew 34% and EBITDA jumped 61%. Margins also improved sharply, with product margin crossing 70%. Jefferies, Morgan Stanley and Goldman Sachs remain positive, citing strong growth, margin expansion and premiumisation, with target prices implying up to 22% upside.
View source ↗ - News (RSS)zerohedge·2d ago·Neutral
First Morgan Stanley, Now BofA To "Mobilize And Deploy" $250 Billion Into America's Infrastructure Supercycle First Morgan Stanley, Now BofA To "Mobilize And Deploy" $250 Billion Into America's Infrastructure Supercycle Bank of America unveiled a massive 18-month initiative to mobilize and deploy $250 billion across critical US infrastructure, targeting the computing, energy, and industrial systems needed to support artificial intelligence and accelerate the transition toward physical AI. The an
View source ↗ - News (RSS)yahoo·3d ago·Neutral
Morgan Stanley Warns Investors Underestimating SpaceX’s AI Unit
View source ↗ - News (RSS)economictimes·3d ago·Positive
MCX shares rise 2% as JPMorgan upgrades, raises target price after this Sebi proposal Shares of Multi Commodity Exchange (MCX) rose more than 2% on Wednesday as international brokerages issued bullish calls on the stock after market regulator Sebi proposed to allow foreign portfolio investors (FPIs) to participate in non-agricultural commodity derivative contracts, which are physically settled on domestic exchanges.In a consultation paper issued on Tuesday, the Securities and Exchange Board of I
View source ↗ - News (RSS)economictimes·3d ago·Neutral
Manappuram Finance shares jump 3% after Q1 profit soars 4x. Why Jefferies, Morgan Stanley raised target prices Manappuram Finance shares witnessed an uptick on Wednesday after Q1 FY27 profit surged nearly four-fold to Rs 585 crore. Jefferies raised its target price to Rs 430, citing better NII and lower provisions, while Morgan Stanley also raised its target. CLSA retained a Hold rating, with a Rs 350 target price.
View source ↗ - News (RSS)scmp·3d ago·Neutral
Hong Kong is no longer a Western playground – and it’s not looking back When it comes to bad prognostication, no one can beat Fortune, which came up with the mother of all “Hong Kong is doomed” narratives. In June 1995, the magazine ran its infamous “The Death of Hong Kong” cover story, predicting its demise following the 1997 handover to China. Stephen Roach, veteran China watcher and former chairman of Morgan Stanley Asia, seems determined to follow in its footsteps. In 2024, Roach caused a st
View source ↗ - News (RSS)marketwatch·3d ago·Neutral
Nvidia just soothed a major market fear about AI, analysts say Nvidia’s new partnerships with financial players help mitigate concerns that the company is too tightly linked to its customers, according to BofA and Morgan Stanley.
View source ↗ - News (RSS)investing.com·4d ago·Neutral
Morgan Stanley Picks This Airline as Top Pick as Gulf Carriers Return
View source ↗ - News (RSS)investing.com·4d ago·Neutral
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View source ↗ - News (RSS)investing.com·4d ago·Neutral
Morgan Stanley notes India equity inflows fell in July
View source ↗ - News (RSS)investing.com·4d ago·Neutral
Morgan Stanley keeps SpaceX target at $300, sees Cursor value
View source ↗ - Newsfinbold.com·4d ago·Positive
Wall Street sets SpaceX stock price target for next 12 months Amidst SpaceX (NASDAQ: SPCX) stock price recovery and the approaching Cursor acquisition, Morgan Stanley's (NYSE: MS) Adam Jonas reiterated his highly bullish assessment of the company.
View source ↗ - News (RSS)investing.com·4d ago·Neutral
Morgan Stanley cuts Global-e rating to equal-weight, raises price target to $44
View source ↗ - News (RSS)seekingalpha·4d ago·Negative
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View source ↗ - News (RSS)seekingalpha·4d ago·Positive
Everpure, NetApp and HPE receive upgrades from Morgan Stanley
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Lincoln Electric upgraded at Morgan Stanley on improved growth outlook
View source ↗ - News (RSS)investing.com·5d ago·Neutral
Which stocks does Morgan Stanley prefer as earnings growth broadens?
View source ↗ - News (RSS)investing.com·5d ago·Neutral
Morgan Stanley reviews Indian June earnings performance
View source ↗ - 4chan /biz/biz·5d ago·Neutral
>>62579181 Crude MS Paint images and even Kornheisers have a level of SOVL which AIslop cannot ever match.
View source ↗ - News (Alpha Vantage)MarketBeat·6d ago·Positive
2,372 Shares in The Goldman Sachs Group, Inc. $GS Purchased by Whitaker Myers Wealth Managers LTD. Whitaker Myers Wealth Managers LTD. has acquired 2,372 shares of The Goldman Sachs Group, Inc. (NYSE:GS) valued at approximately $2.4 million during the second quarter. This purchase contributes to the 71.21% institutional ownership of Goldman Sachs stock. The firm recently reported strong quarterly earnings, exceeding analyst estimates, and increased its quarterly dividend from $4.50 to $5.00 per
View source ↗ - News (RSS)seekingalpha·7d ago·Positive
Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS
View source ↗ - News (Alpha Vantage)MLQ.ai·23d ago·Neutral
Goldman Sachs Launches Private Markets Platform for Direct Stakes in SpaceX, Stripe Goldman Sachs has introduced a new alternative investments platform designed to offer wealthy clients and family offices direct stakes in high-profile private companies like SpaceX, Stripe, and Canva before their IPOs. This platform consolidates existing alternative investments with new teams to manage direct investments and secondary market transactions. The move addresses surging client demand as companies rema
View source ↗ - News (Alpha Vantage)Daily Sabah·31d ago·Positive
Trading, investment banking power Wall Street bank earnings in Q2 | Daily Sabah Wall Street banks reported strong second-quarter earnings, driven by robust merger-and-acquisition advisory fees and a surge in trading revenue. Large IPOs, including SpaceX's nearly $86 billion offering, and increased market volatility due to geopolitical conflicts and AI disruption contributed significantly to these results. Despite the positive performance, bank executives expressed caution regarding economic risk
View source ↗ - News (Alpha Vantage)Forth.News·31d ago·Positive
Wall Street bank earnings surge, lifted by trading and investment banking Wall Street banks reported a surge in second-quarter earnings, primarily driven by robust trading revenues and increased investment banking fees from mergers, acquisitions, and large IPOs like SpaceX. While benefiting from a "booming environment" and AI-driven capital expenditure, executives expressed caution about underlying economic risks such as geopolitical tensions, sticky inflation, and high asset valuations. JPMorga
View source ↗ - News (RSS)decrypt·219d ago·Negative
First 2026 Dip! BTC at 92K! Morgan Stanley file for BTC, ETH & SOL ETFs! Hyperliquid Airdrop Speculation! Crypto majors fall for first time in 2026; BTC at $92k. Morgan Stanley files for BTC, ETH and SOL ETFs. US Senate schedules key vote for crypto market structure bill for next week. Hyperliquid releases progress map, leads to speculation of next airdrop. Nike announced it has sold off RTFKT; Clone X jump 250%. Crypto majors fell yesterday for the first time in 2026; BTC 2% at $92,000; ETH -1%
View source ↗ - News (RSS)decrypt·220d ago·Positive
Crypto starts 2026 STRONG! Venezuela Impacts on the market! Lighter TGE reactions! The global crypto market cap pushed another 2% to $3.22T as majors continue to grind up; BTC +1% at $93,780; ETH +2% at $3,240, SOL +3% at $139; XRP led up 12% to $2.37 RENDER (+18%), SUI (+18%) and LIT (+15%) led top movers. Bank of America formally launched its crypto recommendations for wealth clients with up to 4% portfolio allocation. Morgan Stanley filed for a Solana Trust with the SEC. Goldman Sachs upgrade
View source ↗ - News (RSS)decrypt·220d ago·Positive
Global Crypto MCap up to $3.22 Trillion! XRP up 12%! Japan Endorse Crypto! Fear & Greed back to Neutral! The global crypto market cap pushed another 2% to $3.22T as majors continue to grind up; BTC +1% at $93,780; ETH +2% at $3,240, SOL +3% at $139; XRP led up 12% to $2.37 RENDER (+18%), SUI (+18%) and LIT (+15%) led top movers. Bank of America formally launched its crypto recommendations for wealth clients with up to 4% portfolio allocation. Morgan Stanley filed for a Solana Trust with the SEC.
View source ↗