News

Morgan Stanley has increased its price target for Palo Alto Networks (NASDAQ:PANW) to $410 from $394, citing expectations that growing adoption of artificial intelligence will support cybersecurity spending and create opportunities for the company to expand its market share. The investment bank maintained its Overweight rating and identified Palo Alto Networks as its preferred stock within the sector.

The target implies 219% upside from Cipher’s latest price. Morgan Stanley did not disclose revised estimates, valuation assumptions or a new rationale for the increase.

Novo faces a tougher growth outlook as Morgan Stanley downgrades the stock to Underweight, citing muted growth, patent risks and rising pressure from Lilly.

Here’s what could happen to ORCL shares next.

StoneX analyst Mark Palmer upgraded Block to ‘Buy’ from ‘Hold’ and set a $105 price target, citing progress from the company’s AI-focused reorganization.

AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]

Supply constraints may be leaving more upside on table

Robinhood Markets (NASDAQ:HOOD) shares rose 2. 4% in pre-market trading after Morgan Stanley upgraded the fintech brokerage to “Overweight” from “Equalweight” and increased its price target to $150 from $124.

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Morgan Stanley (MS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Morgan Stanley Turns Bearish on Baidu Stock as Advertising Revenue Slumps

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.

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.

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."

Morgan Stanley upgrades Korean stocks to overweight with a 9,000 KOSPI target as Samsung and SK Hynix extend losses.

The next six months may be decisive for the biotech.

Morgan Stanley raises price target on Cognizant stock. But CTSH shares are still under pressure today.

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 ...

Morgan Stanley kept Alibaba a top pick after cutting its target to $180, now about 60% above the share price.

The bank says existing grid connections give former mining sites a valuable speed advantage as AI developers compete for scarce power.

Crypto-linked equities traded lower in pre-market trading, with BitMine, Strategy, Circle, Coinbase, Robinhood and Block in the red.

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...

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 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.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.

The bank's call is one of the boldest on Wall Street so far, landing just as SpaceX joins one of the world's most exclusive stock indexes.

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 ...

Goldman Sachs set a $205 price target on SpaceX stock while Morgan Stanley set a $300 target, a gap that implies a roughly $1 trillion difference in valuation

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 ...

American Airlines stock has had a rough few years on Wall Street. Shares slid from the mid-$50s in 2018 to $18.15 at the time of writing. Now, one of the airline's longtime bulls has just given shareholders a reason to pay attention again. Morgan Stanley analyst Ravi Shanker refreshed ...