Notícias

Morgan Stanley unveils 2027 'Vintage Values' roster after 2026 roster outperforms S&P 500.

Morgan Stanley cut Expedia Group, Inc. (NASDAQ:EXPE) to Underweight from Equal Weight on September 16 as a new analyst took over coverage, with a $235 price target about 20% below where the stock had been trading. Analyst Matthew Cost’s argument is that Expedia is losing the race for users. By Morgan Stanley’s count, its monthly […]

Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to 72 GW by 2029. The bank also…

NVIDIA Corp. (NASDAQ:NVDA) has become the world’s largest company as AI infrastructure spending surges, but Morgan Stanley (NYSE:MS) says the corporate adoption cycle that comes next has only just started. “We’re at the national anthem” when it comes to AI...

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes? Let's find out.

Dell Technologies (DELL) remains the "best athlete" among enterprise hardware companies and is best

Morgan Stanley sees storm clouds gathering over the stock market, and the threats range from bond yields stealing investors away from equities to oil prices quietly strangling consumer spending. The next few months could test whether the bull market has enough resilience to survive them all.

Oura, the Finnish maker of smart health-tracking rings, disclosed plans on Monday to sell 50 million shares priced between $40 and $44 each in its initial public offering. The offering could raise as much as $2.2 billion and value the company at up to $14.1 billion based on its outstanding...

Rack-scale AI systems are improving compute economics while consuming far more electricity, increasing the value of powered sites and onsite generation through 2028.

A nine-day slide in the investment bank's stock has erased significant value, presenting a mixed picture when set against its fundamentals.

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.

Morgan Stanley has cut Novo Nordisk A/S (NYSE:NVO) to Underweight on September 11, 2026. Semaglutide, the underlying molecule for Wegovy and Ozempic, generates roughly 75% of 2026 revenue. Morgan Stanley models that it will still represent 59% of total sales when its patent protection expires in 2031. And according to the firm, the valuation does […]

Terex (TEX) is set to present at Morgan Stanley's 14th Annual Laguna Conference on September 15, 2026, an investor-focused event that highlights recent share performance and valuation metrics. Recent trading tells a mixed story for Terex. The 1 day share price return of 2.00% comes after a 30 day share price return that is down 11.19% and a 90 day share price return that is down 14.36%. At the same time, the 1 year total shareholder return of 14.94% and 5 year total shareholder return of...

United Rentals guidance shift and conference spotlight United Rentals (URI) heads into Morgan Stanley's Laguna Conference after lifting its guidance on stronger than expected construction equipment rental demand, with specialty operations and large project activity drawing fresh attention from investors. Management has pointed to a solid queue of big jobs and heavier use of its specialty fleet as key drivers, while also stressing the role of technology and AI in tightening service quality and...

After sessions with Gilead’s leadership at Morgan Stanley’s 2026 Global Healthcare Conference, the bank reaffirmed its Overweight rating, and one franchise stood out.

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged Iran crisis has significantly tightened global refining capacity and reduced supplies of gasoline, diesel, and jet fuel. With Marathon up by over 150% since the beginning of 2026, there are […]

Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the […]

Conference spotlight and why Hubbell is back on investor radar Hubbell (HUBB) steps into the spotlight as President and CEO Gerben W. Bakker speaks at Morgan Stanley's Laguna Conference. The appearance gives investors fresh commentary to measure against recent share performance. Recent trading tells a mixed story. Hubbell’s share price has eased over the past month, with a 30 day share price return of 6.04% in the red. By contrast, the 1 year total shareholder return of 2.48% and the 5 year...

The fair value estimate for CD Projekt Red has been adjusted from PLN 232.06 to PLN 242.75, which provides an updated reference point when thinking about price targets. This shift sits alongside divided analyst commentary, with some research pointing to higher potential value and others, such as Morgan Stanley with its PLN 180 target, highlighting more caution at current levels. Read on to see what is driving these differences and how you can track the evolving narrative around CD Projekt...

Sept 18 (Reuters) - Withdrawal requests at a Morgan Stanley private credit fund remained elevated in the third-quarter repurchase offer, according to a regulatory filing on Friday, as the investment

Bitwise CIO Matt Hougan reversed a months-long warning about the CLARITY Act within 24 hours of its Senate defeat, and the market celebrated his pivot. But three quiet caveats buried in his memo tell a different story about what he actually believes.

SpaceX's valuation now hovers just below $2 trillion.

AXA’s updated fair value has moved from €48.51 to €51.99, with bullish analysts also lifting price targets into the low €50s. Some see the higher targets as a response to recent management actions and the reset in expectations, while more cautious voices point to slower profit growth and execution risk during the business reshaping. Read on to see how this split view is shaping the evolving AXA story and what it could mean for your watchlist. Analyst Price Targets don't always capture the...

Alpha Bank is in focus after analysts nudged price targets higher, with fair value moving from about €4.85 to about €5.02. With forecasts now clustering around the €5 mark, recent research suggests analysts are fine tuning their views on valuation and execution rather than rewriting the story. As you read on, you will see how these updated price targets fit into the evolving Alpha Bank narrative and what to watch next. Stay updated as the Fair Value for Alpha Bank shifts by adding it to your...

The internet is awash in videos created by self-styled financial influencers peddling investment strategies. Just 2% of the social-media influencers were qualified to give financial advice, the firm found. On Thursday, the Wall Street giant unveiled its 2027 advisor compensation plan, which follows the brokerage industry practice of using a grid to determine pay.

An eight-day slide has erased a significant portion of the company's value, presenting a mixed picture when set against its fundamentals.

Apple took a risk by launching only premium priced phones in its latest rollout, but one Evercore ISI analyst thinks that risk will pay off for the company’s sales, and its stock. Amit Daryanani raised his price target on Apple to $380 from $365 on Friday, which implies a 13% increase from the stock’s last closing price of $337. This price target boost comes after Evercore completed an annual survey of about 4,000 customers regarding iPhone purchase intentions, which Daryanani says points to what he thinks will be a better-than-expected iPhone refresh cycle.

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.

Morgan Stanley’s latest research on Peloton Interactive (PTON) kept a bearish stance in place after new product launches, arguing these releases may not generate enough demand to match optimistic expectations for customer additions. Peloton Interactive’s recent Morgan Stanley downgrade comes amid a weaker price trend, with the share price at US$4.90 after a 30-day share price return that declined 7.72% and a 1-year total shareholder return that fell 38.21%. The 3-year total shareholder return...

Morgan Stanley (MS) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.