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Morgan Stanley (MS) Stock Analysis

Range Bound setup

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Capital Markets

Hold if already holding. Not a fresh buy at $190.80, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.0% away).

Morgan Stanley is a global financial services firm operating through Institutional Securities, Wealth Management, and Investment Management segments from headquarters in New York with principal offices in London, Frankfurt, Tokyo, and Hong Kong. Revenue comes from trading,... Read more

$190.80+2.1% A.UpsideScore 6.0/10#12 of 40 Capital Markets
QualityF-score6 / 9FCF yield
IncomeYield2.08%(5y avg 2.98%)Payout35.55%sustainable
Stop $181.04Target $193.55(resistance)A.R:R -0.7:1
Analyst target$203.29+6.5%21 analysts
$193.55our TP
$190.80price
$203.29mean
$165
$230

Hold if already holding. Not a fresh buy at $190.80, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.0% away). Chart setup: RSI 56 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 56d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Recent Developments — Morgan Stanley

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.1 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (4/4)
Risks
Analyst target reached - limited upside remaining
Near 52-week high (4.0% away)
Leverage penalty (D/E 5.0): -1.5

Key Metrics

P/E (TTM)17.5
P/E (Fwd)15.2
Mkt Cap$303.9B
EV/EBITDA
Profit Mgn24.8%
ROE16.4%
Rev Growth16.3%
Beta1.21
Dividend2.08%
Rating analysts33

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C1.04bearish
IV43%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
5.2
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
4.3
Value Rank
4.8
Quality Rank
5.8
GatesMomentum 3.5<4.5A.R:R -0.7=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 56d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
56 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $184.26Resistance $197.50

Price Targets

$181
$194
A.Upside+1.4%
A.R:R-0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-3.5% upside)
! Momentum score 3.5/10 — below 4.5 minimum
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-15 (56d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MS stock a buy right now?

Hold if already holding. Not a fresh buy at $190.80, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.0% away). Chart setup: RSI 56 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $193.55 (+1.4%), stop $181.04 (−5.4%), A.R:R -0.7:1. Score 6.0/10, moderate confidence.

What is the MS stock price target?

Take-profit target: $193.55 (+2.1% upside). Target $193.55 (+1.4%), stop $181.04 (−5.4%), A.R:R -0.7:1. Stop-loss: $181.04.

What are the risks of investing in MS?

Analyst target reached - limited upside remaining; Near 52-week high (4.0% away); Leverage penalty (D/E 5.0): -1.5.

Is MS overvalued or undervalued?

Morgan Stanley trades at a P/E of 17.5 (forward 15.2). TrendMatrix value score: 6.2/10. Verdict: Hold.

What do analysts say about MS?

33 analysts cover MS with a consensus score of 3.8/5. Average price target: $203.

What does Morgan Stanley do?Morgan Stanley is a global financial services firm operating through Institutional Securities, Wealth Management, and...

Morgan Stanley is a global financial services firm operating through Institutional Securities, Wealth Management, and Investment Management segments from headquarters in New York with principal offices in London, Frankfurt, Tokyo, and Hong Kong. Revenue comes from trading, underwriting, investment banking, wealth management fees, and asset management fees serving corporations, governments, institutions, and individuals worldwide.

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