Nvidia and TSMC to unveil first domestic wafer for Blackwell chips, Axios reports
Investing.com - Jefferies has raised its price target on Morgan Stanley (NYSE:MS) to $186.00 from $175.00 while maintaining a Buy rating on the financial services company’s stock. The stock, currently trading at $162.65, sits near its 52-week high of $166.77, reflecting strong momentum in the $259.64 billion market cap financial giant.
The price target increase follows Morgan Stanley’s third-quarter 2025 results, which prompted Jefferies to revise its earnings per share estimate for 2026 upward by 6% to $10.60 from $10.00.
Jefferies attributed the earnings forecast adjustment to higher asset levels and a more favorable outlook for investment banking activity at Morgan Stanley .
The research firm noted that Morgan Stanley’s investments in its Wealth Management division are "proving fruitful" in supporting sustainably higher margins and strong organic growth.
Jefferies also observed that share gains in Morgan Stanley’s Institutional Securities Group appear to be "durable," suggesting continued strength in this business segment.
In other recent news, Morgan Stanley reported its third-quarter 2025 earnings, surpassing expectations with an earnings per share (EPS) of $2.80, compared to the anticipated $2.09. The company achieved record revenues of $18.2 billion, exceeding forecasts by 9.36%. This robust performance was driven by strength in investment banking and trading activities. Furthermore, Morgan Stanley’s Global Wealth Management net interest income grew 4% sequentially, outperforming management’s guidance of approximately flat results for the third quarter.
Following these strong quarterly results, Evercore ISI raised its price target for Morgan Stanley to $175 from $165, maintaining an Outperform rating. Citizens analyst Brian McKenna reiterated a Market Perform rating, noting that several key performance metrics exceeded expectations. These developments reflect investor confidence in Morgan Stanley’s strategic direction and financial health.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.