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Morgan Stanley makes bold call on Air France-KLM
TheStreet72d agobullish
Morgan Stanley makes bold call on Air France-KLM

Even before the jet fuel crisis that already led to thousands of flight cuts and dealt the final blow to Spirit Airlines, aviation has never been a particularly lucrative industry due to the prohibitive costs of both launching and staying in business. Since the start of 2026, the shares of the "big ...

AppLovin Stock Is Having a Bad Year. Why It’s Today’s Top Performer in the S&P 500.
Barrons.com72d agoneutral
AppLovin Stock Is Having a Bad Year. Why It’s Today’s Top Performer in the S&P 500.

AppLovin was the top performer in the on Wednesday after analysts at Morgan Stanley counseled investors to buy the stock. Shares of the mobile advertising platform jumped 11% to $569.96, putting the stock on track for its highest close since Jan. 15, according to Dow Jones Market Data. Morgan Stanley reiterated an Overweight rating and a $720 price target for AppLovin shares in a research note Wednesday.

Investors Say Time Is Now for Pemex to Tap Global Debt Markets
Bloomberg72d agoneutral
Investors Say Time Is Now for Pemex to Tap Global Debt Markets

(Bloomberg) -- Lea la nota en españolMost Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsInvestors say the time is right for state-owned Petroleos Mexicanos SA to sell global bonds for the first time in more than three years

A Look At Morgan Stanley (MS) Valuation As Analyst Upgrades And Earnings Revisions Lift Confidence
Simply Wall St.72d agobullish
A Look At Morgan Stanley (MS) Valuation As Analyst Upgrades And Earnings Revisions Lift Confidence

Morgan Stanley (MS) is drawing fresh attention after a run of analyst upgrades and higher earnings estimates, with the stock’s recent move closely tied to this stronger sentiment around its business performance. See our latest analysis for Morgan Stanley. Those upgrades and earnings revisions are landing against a strong backdrop, with the stock showing positive momentum as a 30 day share price return of 7.3% feeds into a 1 year total shareholder return of 59.9%. If you are already looking...

Goldman Strategists Lift S&P 500 Target to 8,000 on AI, Earnings
Bloomberg73d agoneutral
Goldman Strategists Lift S&P 500 Target to 8,000 on AI, Earnings

(Bloomberg) -- Strategists at Goldman Sachs Group Inc. joined peers at Morgan Stanley and Deutsche Bank AG in seeing a 17% return for the S&P 500 Index this year.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes Targets in Iran Even as Trump Hails Progress on DealEarnin

Morgan Stanley Revises MGE Energy (MGEE) Price Target Following Utility Sector Underperformance
Insider Monkey73d agobearish
Morgan Stanley Revises MGE Energy (MGEE) Price Target Following Utility Sector Underperformance

MGE Energy, Inc. (NASDAQ:MGEE) is included among the 10 Best June Dividend Stocks to Buy. On May 21, Morgan Stanley analyst David Arcaro lowered the firm’s price recommendation on MGE Energy, Inc. (NASDAQ:MGEE) to $70 from $74. He reiterated an Underweight rating on the shares. The firm updated its price targets for Regulated & Diversified Utilities/IPPs […]

Warren Scrutiny Of German Unit Exemption Tests Morgan Stanley Valuation Narrative
Simply Wall St.73d agoneutral
Warren Scrutiny Of German Unit Exemption Tests Morgan Stanley Valuation Narrative

Senator Elizabeth Warren has urged regulators to revoke an exemption that allowed Morgan Stanley (NYSE:MS) to integrate its German investment bank into its U.S. holding company. The exemption affects how the bank structures its cross border operations and manages capital and risk between Europe and the United States. The challenge highlights regulatory scrutiny of large global banks and potential changes to how international units sit within U.S. parent entities. Morgan Stanley is a large...

How The Caesars Entertainment (CZR) Story Is Shifting With Takeover Talk And New Valuation Targets
Simply Wall St.73d agoneutral
How The Caesars Entertainment (CZR) Story Is Shifting With Takeover Talk And New Valuation Targets

Caesars Entertainment is back in focus as analysts refresh their models and tweak price targets, with some firms lifting targets by US$1 to US$7 while others trim them, including a move to US$25 from US$27 at Morgan Stanley. These shifts are being driven by fresh views on earnings power, mixed reactions to takeover speculation in the low to mid US$30s, and differing opinions on how much execution risk to price in. As you read on, you will see how to track this evolving narrative and what to...

Morgan Stanley Cuts PT on Equinor ASA (EQNR) Following Q1 Results
Insider Monkey73d agobearish
Morgan Stanley Cuts PT on Equinor ASA (EQNR) Following Q1 Results

Equinor ASA (NYSE:EQNR) is one of the best commodity stocks to buy for the supercycle. Morgan Stanley cut the price target on Equinor ASA (NYSE:EQNR) to NOK 376 from NOK 388 on May 12, maintaining an Equal Weight rating on the shares. The rating update came after the company reported its fiscal Q1 2026 financial results, […]

The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO
24/7 Wall St.74d agoneutral
The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

There’s a question floating around the biggest IPO in history, and SpaceX has chosen its words very carefully to avoid answering it. I’ve been reading pre-IPO paperwork for nearly two decades, and what’s missing from this one tells you more than what’s in it. The company is reportedly heading to NASDAQ in June 2026 at ... The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
Bloomberg74d agoneutral
JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes

(Bloomberg) -- Markets are overpricing potential central bank interest-rate increases, creating conditions for a rally in stocks with the lowest volatility like staples and utilities, according to strategists at JPMorgan Chase & Co. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS,

Bloomberg74d agoneutral
Honeywell-Backed Quantinuum Seeks to Raise $1.05 Billion in IPO

(Bloomberg) -- Quantinuum Inc., a quantum computing company backed by Honeywell International Inc., is seeking to raise $1.05 billion in its US initial public offering, capitalizing on investor enthusiasm for the technology. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inc

Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle
Bloomberg74d agobullish
Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle

(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R

How The Jet2 (AIM:JET2) Investment Narrative Is Shifting With Reset Analyst Expectations
Simply Wall St.75d 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.75d 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.75d 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 Monkey75d 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 Monkey75d 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 Monkey75d 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
TheStreet75d 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
TheStreet75d 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 ...