financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Morgan Stanley
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Morgan Stanley
Sep 15, 2025 6:33 PM

03:15 PM EDT, 09/15/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We believe the capital markets and the resurgence in strategic M&A activity will lead to outsized revenue and earnings gains for MS for the rest of 2025 and 2026. Thus, we raise our 12-month target by $18 to $185 on a wider risk premium and a forward P/E of 18.3x versus three-year historical average of 18.6x normalized earnings. We raise our 2025 EPS estimate by $0.10 to $9.20 and keep 2026 at $10.10 versus consensus of $8.89 and $9.60, respectively. At a September 8 investor conference, Co-President Dan Simkowitz presented a confident outlook for MS, noting that the firm is entering a multi-year cyclical recovery in its Institutional Securities Group (ISG), while its secular growth engines in Wealth Management (WM) and Investment Management (MSIM) continue to scale effectively. This cyclical upturn is supported by a massive backlog of corporate and private equity activity, ample liquidity , and a more favorable regulatory capital environment.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Keeps Buy Opinion On Shares Of Kinder Morgan Inc.
Research Alert: CFRA Keeps Buy Opinion On Shares Of Kinder Morgan Inc.
Jul 17, 2025
03:35 PM EDT, 07/17/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: Our 12-month target price of $31, cut by $4, reflects a combination of a relative valuation model ($30 per share, based on an 11.5x multiple of enterprise value to projected...
Research Alert: CFRA Keeps Buy Opinion On Adss Of Jd.com, Inc.
Research Alert: CFRA Keeps Buy Opinion On Adss Of Jd.com, Inc.
Jul 17, 2025
01:40 PM EDT, 07/17/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: Our target price of USD37 (from USD50) is 13x 2026 EV/EBITDA, comparable to the peer average, balancing JD's stronger e-commerce business with business uncertainties in food delivery. We forecast revenue...
Research Alert: CFRA Reiterates Hold Opinion On Shares Of Elevance Health
Research Alert: CFRA Reiterates Hold Opinion On Shares Of Elevance Health
Jul 17, 2025
03:05 PM EDT, 07/17/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We cut our 12-month target to $331 from $450, reflecting a 10.8x multiple of our 2026 EPS forecast, a discount to historical due to unfavorable medical cost trends. ELV reports...
Research Alert: CFRA Downgrades Opinion On Shares Of Alcoa Corporation To Hold From Buy
Research Alert: CFRA Downgrades Opinion On Shares Of Alcoa Corporation To Hold From Buy
Jul 17, 2025
02:20 PM EDT, 07/17/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We decrease our 12-month target price by $5 to $32, using an EV/EBITDA of 5.0x our 2026 EBITDA estimate, below peers' average forward EV/EBITDA of 5.8x and AA's three-year average...
Copyright 2023-2026 - www.financetom.com All Rights Reserved