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How The Jet2 (AIM:JET2) Investment Narrative Is Shifting With Reset Analyst Expectations
Simply Wall St.81d agoneutral
How The Jet2 (AIM:JET2) Investment Narrative Is Shifting With Reset Analyst Expectations

Jet2’s central fair value estimate has been cut from £16.34 to £14.45, an adjustment of about 11.6% that resets where analysts see the stock’s midpoint worth. Recent research from firms including JPMorgan, Morgan Stanley and Deutsche Bank now clusters price targets in a tighter £13.25 to £14.00 range, with several retaining Neutral or Equal Weight style ratings rather than shifting to outright positive stances. As you read on, you will see how this reset in targets fits into the broader story...

How The Trainline (LSE:TRN) Narrative Is Shifting As Analyst Targets And Assumptions Rebase
Simply Wall St.81d agoneutral
How The Trainline (LSE:TRN) Narrative Is Shifting As Analyst Targets And Assumptions Rebase

The latest revision to Trainline’s fair value sees the central price target move from £3.55 to £3.51, while Street targets now cluster in a wide £2.35 to £3.50 range. That spread, alongside cuts such as the move from £5.00 to £3.50 and trims around £3.10 to £2.90, captures a debate between more cautious Underweight views and still constructive Buy and Overweight calls. Read on to see what is driving these shifts and how to track the evolving narrative around the stock. Analyst Price Targets...

How The Pearson (LSE:PSON) Narrative Is Shifting As Analysts Rework Valuation And Growth Assumptions
Simply Wall St.81d agoneutral
How The Pearson (LSE:PSON) Narrative Is Shifting As Analysts Rework Valuation And Growth Assumptions

Pearson’s updated fair value price target of £11.83, compared with £11.70 previously, reflects small adjustments running through new analyst models. Recent research has pulled targets both higher and lower as analysts react to the latest results and bring Pearson closer in line with broader media sector peers. Read on to see what is driving these shifts and how you can track the next moves in the story. Analyst Price Targets don't always capture the full story. Head over to our Company Report...

Morgan Stanley Trims Edison International (EIX) Price Forecast After April Utility Review
Insider Monkey81d agoneutral
Morgan Stanley Trims Edison International (EIX) Price Forecast After April Utility Review

With an annual dividend yield of 4.93%, Edison International (NYSE:EIX) is included among the 10 High Yield Stocks for Lasting Retirement Income. On May 21, Morgan Stanley lowered its price recommendation on Edison International (NYSE:EIX) to $64 from $70. It reiterated an Underweight rating on the shares. The firm said it updated its price targets for Regulated […]

Morgan Stanley Sees Broader Turnaround Emerging at Franklin Resources (BEN)
Insider Monkey81d agoneutral
Morgan Stanley Sees Broader Turnaround Emerging at Franklin Resources (BEN)

With an annual dividend yield of 4.26%, Franklin Resources, Inc. (NYSE:BEN) is included among the 10 High Yield Stocks for Lasting Retirement Income. On May 7, Morgan Stanley upgraded Franklin Resources, Inc. (NYSE:BEN) to Equal Weight from Underweight. It raised its price target on the stock to $31 from $21. The firm said it is seeing early […]

Morgan Stanley Sees Utilities Lagging as it Lowers Southern Company (SO) Target
Insider Monkey81d agoneutral
Morgan Stanley Sees Utilities Lagging as it Lowers Southern Company (SO) Target

With an annual dividend yield of 3.22%, The Southern Company (NYSE:SO) is included among the 10 High Yield Stocks for Lasting Retirement Income. On May 21, Morgan Stanley analyst David Arcaro lowered the firm’s price recommendation on The Southern Company (NYSE:SO) to $87 from $92. He reiterated an Underweight rating on the shares. The analyst said […]

Morgan Stanley resets Walmart forecast on high inflation
TheStreet81d agoneutral
Morgan Stanley resets Walmart forecast on high inflation

Walmart (WMT) had a rough Thursday. The stock dropped roughly 7.3% on May 21, 2026, closing at $121.34 after a cautious second-quarter outlook overshadowed otherwise solid first-quarter results, CNBC reports. The selloff dragged shares more than 10% below their 52-week high, but Morgan Stanley ...

Morgan Stanley sends clear message on Take-Two stock ahead of GTA VI
TheStreet81d agoneutral
Morgan Stanley sends clear message on Take-Two stock ahead of GTA VI

Take-Two Interactive (TTWO) just delivered one of the cleanest earnings beats the company has posted in years, and Morgan Stanley isn't changing its tune. The Wall Street firm maintained its Overweight rating and $280 price target on TTWO after Take-Two's fiscal fourth quarter results, which landed ...

How The Experian (LSE:EXPN) Investment Story Is Shifting As Analyst Targets Reset Around £4,000
Simply Wall St.81d agoneutral
How The Experian (LSE:EXPN) Investment Story Is Shifting As Analyst Targets Reset Around £4,000

Experian’s analyst price targets have shifted, with some moving from £4,700 to £4,100 and from £4,550 to £4,000, pulling the latest cluster of expectations closer to £4,000. Analysts describe these changes as a recalibration, keeping bullish ratings in place while tempering near to medium term assumptions rather than overhauling their longer term view. As you read on, you will see how this evolving narrative can help you track sentiment and frame your own research on the stock. Analyst Price...

How The Grifols (BME:GRF) Investment Story Is Shifting With New Analyst Caution
Simply Wall St.82d agoneutral
How The Grifols (BME:GRF) Investment Story Is Shifting With New Analyst Caution

Analysts have trimmed their fair value price target for Grifols from €15.08 to €14.65, while broader published price targets now cluster in the €10 to €11 range. This reset lines up with a more cautious tone in recent research, where questions around revenue visibility and slower albumin and alpha-1 volumes have led to reduced conviction on upside. As you read on, you will see how this evolving narrative might shape the way you track the stock from here. Analyst Price Targets don't always...

Hyperscaler Debt Flood Brings Derivatives Bonanza
Bloomberg82d agoneutral
Hyperscaler Debt Flood Brings Derivatives Bonanza

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

How The Match Group (MTCH) Narrative Is Shifting With New Product Efforts And Valuation Views
Simply Wall St.82d agoneutral
How The Match Group (MTCH) Narrative Is Shifting With New Product Efforts And Valuation Views

Match Group’s refreshed analyst narrative comes with a higher modeled fair value, rising from about US$36.29 to about US$41.06. That change aligns with mixed analyst views, as some firms are raising price targets on improving product execution while others are trimming targets or remaining cautious until user and revenue trends more clearly reflect those efforts. Read on to see what is driving these differing perspectives and how you can monitor the next phase of this evolving story. Analyst...

Bloomberg82d agoneutral
Delivery Hero Says Uber Proposed €33 a Share Takeover Bid

(Bloomberg) -- Uber Technologies Inc. proposed buying Delivery Hero SE for €33 ($38) a share as it seeks to better compete with DoorDash Inc. outside the US. Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentUAE Joins Saudis, Qatar in Urging Trump Not to Restart WarTrump to Force Foreigners Seeking Green Cards to Go Home FirstAttack on UAE Nuclear Plant From Iraq ‘Warning Shot’ by IranMessi Joins Ronaldo in Billionaire Football Ranks After US DealsA statement from

Morgan Stanley makes bold Lam Research stock call
TheStreet82d agoneutral
Morgan Stanley makes bold Lam Research stock call

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

How The Akamai Technologies (AKAM) Story Is Shifting With AI Deals And Margin Debate
Simply Wall St.83d agoneutral
How The Akamai Technologies (AKAM) Story Is Shifting With AI Deals And Margin Debate

The analyst fair value estimate for Akamai Technologies moved from US$110.98 to US$157.16, a sizeable uplift that puts fresh focus on how investors are framing the stock. Much of that shift sits against a backdrop of research where some firms highlight AI inference, the US$1.8b Anthropic deal, and growing Compute and Security revenue, while others point to margin pressure and heavier capital spending. As you read on, you will see how to interpret these shifting views and track the evolving...

90-year-old bank boosts Circle price target
TheStreet83d agoneutral
90-year-old bank boosts Circle price target

90-year-old bank Morgan Stanley has revamped the price target for Circle Internet (NYSE: CRCL). The boost from analyst James Faucette was based on higher yield assumptions and a revenue tailwind from the Arc token presale. The revised estimates took into consideration approximately $222 ...

Intuit earnings put Morgan Stanley stock forecast to the test
TheStreet83d agoneutral
Intuit earnings put Morgan Stanley stock forecast to the test

Intuit’s latest earnings report gave investors fresh evidence for the bull case Morgan Stanley laid out before the company’s fiscal third-quarter results, while also leaving some of Wall Street’s biggest concerns around TurboTax and artificial intelligence unresolved. The company reported fiscal ...

Week’s Best: ChatGPT to Offer Money Advice
Barrons.com83d agoneutral
Week’s Best: ChatGPT to Offer Money Advice

ChatGPT plans to turn its premium artificial intelligence offering into a financial counselor, of sorts. Parent company OpenAI says that premium users, who pay a monthly subscription rate of $100 to $200, will be able to link their financial accounts to its chatbot and receive insights on how they might handle their money. Have chip stocks flown too close to the sun? Semiconductor stocks have been on a tear, but will it last, or is a correction at hand?

Morgan Stanley exemption comes under fire
Banking Dive83d agoneutral
Morgan Stanley exemption comes under fire

Sen. Elizabeth Warren, D-MA, asked three regulators to revoke their approval of a Morgan Stanley restructuring, drawing parallels to scandals that engulfed JPMorgan Chase and Citi.

The $4.50 Gas Economy: Fewer Nights Out, More Belt-Tightening
Bloomberg83d agoneutral
The $4.50 Gas Economy: Fewer Nights Out, More Belt-Tightening

(Bloomberg) -- Higher prices at the pump are making Avarisse Crawford rethink her spending. The 33-year-old has started scaling back her “fun budget,” meaning fewer steak dinners and happy hours with coworkers — instead she’s seeking out free activities, like going to the park.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With

Morgan Stanley resets Spotify stock price target
TheStreet83d agoneutral
Morgan Stanley resets Spotify stock price target

Morgan Stanley is staying bullish on Spotify (SPOT), reiterating an overweight rating and a $590 price target, implying more than 30% upside from current levels. The firm's note, titled "Investor Day Preview: Don't Stop Believing," argues that Spotify has earned significantly more credibility with ...