Morgan Stanley (MS) research: valuation against peers, fundamentals over time, risk and news coverage
MS
Morgan StanleyNo data in this window.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- BREAKING STORYBEARISHMorgan Stanley Gates Private Credit Fund a Second Time as 11% of Investors Seek Exit
Morgan Stanley has again capped withdrawals from a private credit fund after roughly 11% of investors requested redemptions, marking a second consecutive gating event.
- BREAKING STORYNEUTRALSeptember Fed Hike Odds Collapse to 25% as Betting Markets Diverge From Rate Strategists
Implied odds of a September Federal Reserve rate hike have fallen to roughly 25%, a sharp dovish repricing that some strategists argue is complacent. With corporate earnings growth broadening beyond technology and financials positioned as beneficiaries, the risk of a hawkish surprise is being underpriced.
- SPECIAL REPORTBULLISHAI Capex Cycle Enters Payoff Phase as Alphabet Lifts Spend to $205 Billion, Cloud Backlog Swells to $514 Billion
Alphabet's raised 2026 capital expenditure guidance to $205 billion arrived alongside a $514 billion Google Cloud backlog, reframing the AI investment debate around revenue conversion rather than balance-sheet strain. Strategists now argue spending is directly feeding earnings, a thesis reinforced by SK Hynix's blowout week, record Applied Materials revenue and Nvidia's growing role as system-wide financier of the AI supply chain.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.
Morgan Stanley does not put numeric guidance in its earnings releases.
We read every quarterly earnings release MS has filed with the SEC since 2021 and found no forecast expressed as a dollar figure or a range of dollar figures. That is a real and fairly common practice — some managements guide only in percentage growth terms, some guide only on the earnings call, and some decline to guide at all. It is recorded here as an absence, not as a gap in our coverage.
Next report expected 14 Oct 2026 (Q3 FY2026) — Estimated from the issuer's own filing history: FY2025Q3 results were released on 2025-10-15. source