What investors are saying about Morgan Stanley (MS)

Summary

In the past 30 days, 6 people on 5 investor and market shows discussed Morgan Stanley (MS) in 6 views. Going by each speaker's latest call, 6 are bullish. Chorus has followed Morgan Stanley since October 7, 2026.

Who talks about it most

• Sri Natha Rajan · 1
• Malcolm Ethridge · 1
• Chris McGratty · 1
• Leslie Picker · 1
• Jim Cramer · 1
• Bill Baruch · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Sri Natha Rajan · Bloomberg NewsBullish

  Morgan Stanley's wealth management is a strong, steady profit engine; its record inflows point to strength.

  Rajan says Morgan Stanley reported $232 billion in net new assets this quarter, more than double the roughly $111 billion analysts expected. Flows from IPO shares like the SpaceX offering drove much of it. He adds that wealth management carries about a 30 percent pretax margin and provides steady revenue. He describes it as a core part of the bank's transformation under James Gorman and Ted Pick, and says it works closely with the investment bank.

  “This quarter Morgan Stanley reported $232,000,000,000 in net new assets. What was the analyst estimate? $111,000,000,000 [...] more than double what analysts had been expecting.”at 4:26

  Bloomberg Surveillance: Bank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends · October 17, 2026

• Malcolm Ethridge · Capital Area Planning GroupBullish

  Morgan Stanley is undervalued on a diversified mix, and he added after a 10% selloff.

  Focusing on net interest margin for the big banks, including Morgan Stanley, misses their diversified revenue mix. AI deployments that cut costs across the big six banks, using Bank of America's roughly $700 million in expected savings as an example, should pay off over the long term regardless of rates. He added after a 10% sell-down.

  “I actually have been adding to these names. I added to all three that I just mentioned, as recently as last week once we got to a place where they were 10% sold down or more.”at 21:14

  CNBC Halftime Report: AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26 · October 16, 2026

• Chris McGratty · KBW (Keefe, Bruyette & Woods)Bullish

  Morgan Stanley's wealth franchise is de-risked and will capture IPO and wealth creation when the AI trade returns.

  McGratty says Morgan Stanley's earnings have been de-risked by strong net new asset growth this quarter, and the stock has de-risked about 15% over the past couple of months. When the AI trade comes back, Morgan Stanley will capture IPO revenue and the compounding of wealth over time. He lists it with JPMorgan as the quality name.

  “When the AI trade comes back, and it will, right, that is a company that not only will capture the IPO revenues, but the wealth creation, the compounding of wealth over time, that's where Morgan Stanley is.”at 27:25

  CNBC Fast Money: AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · October 14, 2026

• Leslie Picker · CNBCBullish

  Today's bank results should bode well for Morgan Stanley given its large equities and prime brokerage business.

  Picker reports that third-quarter results were powered by stock trading, with prime brokerage driving higher equities revenue across the firm while fixed income, currencies and commodities was light. Because Morgan Stanley has a big equities and prime brokerage business, she argues the trends seen in today's reports should bode well for it, and says Ted Pick's comments on Asia and peak sales and trading will be critical.

  “The trends we saw in today's reports should bode well for Morgan Stanley, which has a big equities and prime brokerage business.”at 38:33

  CNBC Closing Bell: Closing Bell 10/13/26 · October 13, 2026

• Jim Cramer · CNBCBullish

  Morgan Stanley is more than an investment bank: a large wealth franchise with young and rich clients.

  Cramer argues that many people wrongly see Morgan Stanley as just an investment bank. He says it is one of the biggest holders of people's wealth and has been very successful drawing young long-term investors. It also has many super-rich clients. He expects its report, which is coming up, to be good.

  “So many people think Morgan Stanley is just an investment bank. Wrong. It's also one of the biggest repositories of people's wealth.”at 7:10

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/9/26 · October 9, 2026

• Bill Baruch · Blue Line CapitalBullish

  Morgan Stanley is a strong entry point: wealth and alternatives growth is robust and the stock is down 20% from its high.

  Baruch bought Morgan Stanley as a new position with the capital from cutting Berkshire. He acknowledges headwinds from investment banking and IPO delays. He argues these are outweighed by wealth management AUM growing 25% last quarter and asset management with alternative solutions growing 87%. At 14 times earnings and down 20% from its high, he sees a great entry point.

  “There's some headwinds to investment banking and IPO delays for sure, but the wealth management division is growing 25% on AUM last quarter.”at 43:44

  CNBC Halftime Report: Halftime Report Celebrates 15 Years 10/7/26 · October 7, 2026