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Investing.com2d agobearish
Morgan Stanley cuts Global-e rating to equal-weight, raises price target to $44

Investing.com -- Morgan Stanley downgraded its view on cross-border e-commerce platform Global-e Online to Equal-weight from Overweight, saying the market now better reflects the company’s durable growth and competitive position. The bank nevertheless raised its price target to $44 from $37 as it rolled its valuation framework forward to 2028 and incorporated the impact of the Passport acquisition.

HPE shares jump 5% as Morgan Stanley upgrade points to nearly 30% upside
InvestorsHub2d agobullish
HPE shares jump 5% as Morgan Stanley upgrade points to nearly 30% upside

HP Enterprise (NYSE:HPE) shares climbed 5% in Monday’s pre-market trading after Morgan Stanley upgraded the enterprise technology company from “Equalweight” to “Overweight,” citing an increasingly attractive outlook for earnings, cash generation and valuation. The investment bank set a $69 price target on HPE.

Morgan Stanley resets Akamai stock price target amid sell-off
TheStreet14d agobearish
Morgan Stanley resets Akamai stock price target amid sell-off

Wall Street is watching Akamai Technologies closely after a blockbuster deal reshaped the company's growth story earlier this year. Morgan Stanley reaffirmed its “Overweight” rating on Akamai (AKAM) in a July 27 research note shared with me, keeping its price target at $165, roughly 48% above the ...

Global Payments (GPN) Could Be 11% Undervalued On Morgan Stanley Upgrade
Simply Wall St.22d agobullish
Global Payments (GPN) Could Be 11% Undervalued On Morgan Stanley Upgrade

Morgan Stanley’s upgrade of Global Payments (GPN) to Overweight has put the stock back in focus, as the broker pointed to execution, product feedback and capital returns as key positives. See our latest analysis for Global Payments. The recent Morgan Stanley upgrade coincides with a strong near term run, with Global Payments showing a 23.16% 1 month share price return and a 9.06% year to date share price return. However, the 5 year total shareholder return is down 54.75%, suggesting current...

Does Morgan Stanley’s GPN Upgrade Reveal a Deeper Shift in Global Payments’ Core Platform Narrative?
Simply Wall St.22d agobullish
Does Morgan Stanley’s GPN Upgrade Reveal a Deeper Shift in Global Payments’ Core Platform Narrative?

Morgan Stanley recently upgraded Global Payments to Overweight, citing improving execution, stronger share repurchase capacity, and constructive feedback on its Genius and Worldpay payment platforms. The brokerage’s focus on Global Payments’ competitive positioning in integrated small-business solutions and enterprise processing highlights how product traction is shaping expectations for the company’s outlook. We’ll now examine how Morgan Stanley’s increased confidence in Global Payments’...

Morgan Stanley’s Lodging Upgrade Might Change The Case For Investing In Wyndham Hotels & Resorts (WH)
Simply Wall St.25d agobullish
Morgan Stanley’s Lodging Upgrade Might Change The Case For Investing In Wyndham Hotels & Resorts (WH)

Morgan Stanley recently boosted its outlook for Wyndham Hotels & Resorts and other lodging companies, expecting second-quarter results to benefit from strong US room revenue helped by major events like the FIFA World Cup. This upbeat sector view arrives even as Wyndham faces questions about weaker revenue per room, declining returns on capital, and the effectiveness of recent investments. Next, we’ll examine how Morgan Stanley’s optimism about US room revenue resilience interacts with...

Investing.com33d agoneutral
Morgan Stanley more than doubles Lenovo price target on AI-driven growth

Investing.com -- Morgan Stanley revealed in a note on Friday that it has upgraded Lenovo to Overweight from Equal-weight and more than doubled its price target to HK$30 from HK$14.20, arguing that AI-driven demand has fundamentally altered the memory market in a way that materially benefits the Chinese technology giant.

Morgan Stanley sends strong signal on SpaceX stock price target
TheStreet35d agoneutral
Morgan Stanley sends strong signal on SpaceX stock price target

SpaceX priced its IPO at $135 on June 12, raised $85.7 billion, and watched the stock run to $225 in its first week of trading before it pulled back to $160. Twenty-five days later, the mandatory quiet period for IPO underwriters expired. The analyst notes started landing at dawn on July 7. By the ...

Morgan Stanley resets Southwest Airlines stock price target
TheStreet40d agoneutral
Morgan Stanley resets Southwest Airlines stock price target

Southwest Airlines has spent the past year and a half tearing up its own playbook. For a company that built its identity on being different from every other airline, that is a big deal. Now Wall Street is starting to agree the bet is paying off. Morgan Stanley just gave Southwest Airlines (LUV) a ...

Morgan Stanley Lifts Price Target on Edison International (EIX). Here is Why
Insider Monkey43d agoneutral
Morgan Stanley Lifts Price Target on Edison International (EIX). Here is Why

With an annual dividend yield of 4.64%, Edison International (NYSE:EIX) is included among the 12 Best NYSE Stocks to Buy for Dividends. Edison International (NYSE:EIX) is one of the largest electric utility holding companies in America, focused on providing clean and reliable energy and energy services through its independent companies. On June 24, Morgan Stanley […]

Morgan Stanley Bumps Up Price Target on Dominion Energy (D). Here is Why
Insider Monkey43d agoneutral
Morgan Stanley Bumps Up Price Target on Dominion Energy (D). Here is Why

With an annual dividend yield of 3.85%, Dominion Energy, Inc. (NYSE:D) is included among the 12 Best NYSE Stocks to Buy for Dividends. Dominion Energy, Inc. (NYSE:D) provides regulated electricity service to 3.6 million homes and businesses in Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina. On […]

Morgan Stanley Lifts Price Target on Public Service Enterprise Group (PEG)
Insider Monkey46d agoneutral
Morgan Stanley Lifts Price Target on Public Service Enterprise Group (PEG)

Public Service Enterprise Group Incorporated (NYSE:PEG) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. Public Service Enterprise Group Incorporated (NYSE:PEG) is a predominantly regulated energy company that engages in the provision of electric and gas services. On June 24, Morgan Stanley upped its price target on Public Service […]

Morgan Stanley Lifts Price Target on Duke Energy (DUK). Here is Why
Insider Monkey46d agoneutral
Morgan Stanley Lifts Price Target on Duke Energy (DUK). Here is Why

Duke Energy Corporation (NYSE:DUK) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. Duke Energy Corporation (NYSE:DUK) engages in the distribution of natural gas and energy-related services. The company owns and operates a diverse mix of regulated power plants – including hydro, nuclear, solar, battery storage, etc. On June […]

American Electric Power (AEP) Price Target Bumped Up at Morgan Stanley
Insider Monkey46d agoneutral
American Electric Power (AEP) Price Target Bumped Up at Morgan Stanley

American Electric Power Company, Inc. (NASDAQ:AEP) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. American Electric Power Company, Inc. (NASDAQ:AEP) is one of the nation’s largest electricity producers with approximately 29 GW of diverse generating capacity. On June 24, Morgan Stanley lifted its price objective on American Electric […]

Morgan Stanley Cuts Price Target on Cognizant Technology Solutions (CTSH). Here is Why
Insider Monkey47d agobearish
Morgan Stanley Cuts Price Target on Cognizant Technology Solutions (CTSH). Here is Why

With an annual dividend yield of 3.37%, Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is included among the 12 Best NASDAQ Stocks to Buy for Dividends. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value. On June 23, Morgan Stanley cut its price target on […]

Morgan Stanley resets Micron stock price target on strong AI demand
TheStreet47d agoneutral
Morgan Stanley resets Micron stock price target on strong AI demand

Wall Street is getting more bullish on Micron Technology, and for good reason. The memory chip giant just wrapped up a quarter that left analysts scrambling to revise their outlooks upward. Morgan Stanley lifted its price target on Micron (MU) stock to $1,200 from $1,050, keeping its ...

Investing.com48d agobullish
Morgan Stanley upgrades Qualcomm after $5B data center forecast

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."

Seagate Technology Holdings (STX) Price Target Raised by $268 at Morgan Stanley
Insider Monkey56d agoneutral
Seagate Technology Holdings (STX) Price Target Raised by $268 at Morgan Stanley

With a net profit margin of 21.60%, Seagate Technology Holdings plc (NASDAQ:STX) is included among the 12 Most Profitable American Stocks to Buy in 2026. Seagate Technology Holdings plc (NASDAQ:STX) is a leader in mass-capacity data storage. The company has delivered more than four billion terabytes of capacity over the past four decades. On June […]