Morgan Stanley Analysts Optimistic After Q3: Fed Rate Declines 'Should Drive Robust Growth' In Asset Management
Morgan Stanley Analysts Optimistic After Q3: Fed Rate Declines 'Should Drive Robust Growth' In Asset Management
The analyst highlighted company commentary that said pipelines were "healthy and diverse." Morgan Stanley (NYSE:MS) stock received price target increases from analysts after beating Street estimates and showing strength across multiple company segments in third-quarter financial results.
摩根士丹利（紐交所：MS）股票在第三季度業績中擊敗了華爾街的預期，展現出多個業務板塊的實力後，受到分析師們調高目標價。
The Morgan Stanley Analysts:
摩根士丹利分析師：
- Barclays analyst Jason Goldberg maintained an Overweight rating and raised the price target from $121 to $135.
- Bank of America analyst Ebrahim Poonawala reiterated a Buy rating and raised the price target from $120 to $135.
- 巴克萊分析師Jason Goldberg維持超配評級，將目標股價從121美元上調至135美元。
- 美國銀行分析師Ebrahim Poonawala重申買入評級，將目標股價從120美元上調至135美元。
Barclays on Morgan Stanley: The financial services and investment bank saw markets, investment banking, wealth management and investment management all exceed forecasts, Goldberg said in a new investor note.
巴克萊對摩根士丹利的看法：金融服務和投資銀行看到市場、投資銀行、财富管理和投資管理所有板塊均超過預期，Goldberg在一份新的投資者報告中稱。
The analyst highlighted company commentary that said pipelines were "healthy and diverse."
該分析師強調公司評論稱管道「健康且多元化」。
"Corporate activity is showing momentum, while sponsors desire to transact is 'steadily materializing,'" Goldberg said.
「企業活躍度正在增長，同時贊助商希望進行交易的願望正『穩步實現』，」 Goldberg表示。
The analyst noted strong growth in both wealth management and investment management compared to the second quarter.
該分析師指出，财富管理和投資管理與第二季度相比均實現了強勁增長。
"Reflecting 3Q24's strength and revenue momentum heading into 4Q24, we are raising our 2024 EPS estimate by $0.45 to $7.40."
反映了2024年第三季度的實力和營收勢頭，我們將2024年每股收益預估提高了0.45美元，達到7.40美元。
The analyst raised the stock price target and several financial metrics, noting a "more constructive capital markets backdrop and increased confidence in a soft landing."
分析師提高了股價目標和多項財務指標，指出"更有利於資本市場背景和對軟着陸的信心增強。"
Read Also: How To Earn $500 A Month From Morgan Stanley Stock After Q3 Earnings
閱讀更多：摩根士丹利股票在Q3季度收益後如何每月賺取500美元
Bank of America on Morgan Stanley: Third quarter results from Morgan Stanley show the stock is "ready to reacquire the lost valuation premium," and that "the funnel is flowing," Poonawala said in a new investor note.
美國銀行對摩根士丹利的看法: 摩根士丹利的第三季度業績顯示該股票"準備着重新獲得失去的估值溢價"，"資金正在流入，" Poonawala 在一份新的投資者通訊中表示。
"We expect stock valuation to continue to re-rate higher ahead of a positive EPS revision cycle and improving profitability," Poonawala said.
"我們預計股票估值將繼續在正面每股收益修正週期以及盈利能力改善之前重新定價更高，" Poonawala 說。
The analyst said the year-to-date results could indicate that new CEO Ted Pick has the "ability to deliver on targets."
分析師表示，截至目前的年度結果可能表明新任CEO泰德·皮克有"能力實現目標。"
"Stronger than expected 3Q24 results bolter our thesis as these should provide the Street increased confidence that continued investments in a hard to replicate wealth franchise combined with declining interest rates should drive robust growth in asset management."
"比預期強勁的2024年第三季度業績強化了我們的觀點，因爲這些業績將使華爾街更有信心，進一步投資於難以複製的財富特許經營權並且利率期貨下降將推動資產管理的強勁增長."
Morgan Stanley is showing durable revenues, strong risk management and a gain from secular themes like the generational wealth transfer in the United States, the analyst added.
摩根士丹利展示了持久的營收、強大的風險管理，並從美國世代財富轉移等主題中獲得增益，該分析師補充道。
MS Price Action: Morgan Stanley stock was down 0.08% to $119.41 on Thursday, compared to a 52-week trading range of $69.42 to $121.45. Morgan Stanley stock is up 28% year-to-date in 2024.
摩根士丹利價格走勢：週四，摩根士丹利股價下跌0.08%，報119.41美元，相比52周交易區間69.42美元至121.45美元。摩根士丹利股票在2024年迄今上漲28%。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
