Morgan Stanley analyst Michael Cyprys maintains $Blackrock (BLK.US)$ with a buy rating, and adjusts the target price from $1,036 to $1,150.
According to TipRanks data, the analyst has a success rate of 56.0% and a total average return of 5.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Blackrock (BLK.US)$'s main analysts recently are as follows:
Expectations have been set for BlackRock to achieve $10.73 in EPS for Q3, surpassing the consensus by 5%, and for the firm to report flows that exceed consensus, bolstered by an uptick in new assets. The expansion of the private markets business is anticipated to hasten growth, along with the potential for investor re-risking to enhance flows.
The belief is that the market is progressively approaching a 'normal' environment, with the initial public offering and merger markets beginning to stir, and the anticipation of interest rate changes contributing to a resurgence of optimism. Nonetheless, it has been observed that activity in Q3 was softer than anticipated.
The firm notes that most capital markets stocks face downside risks leading into Q3 reports, primarily due to lower interest rates and a slow recovery in deal activity. While faster rate cuts and stronger equity markets have encouraged a risk-on attitude among many capital markets stocks, the sluggish pace of deal activity presents ongoing challenges, particularly for alternative managers with highly stretched valuation multiples. Traditional managers have seen organic growth weaken in Q3, and the analyst highlights that lower interest rates pose a significant threat to earnings for brokers and wealth managers. However, exchanges and trust banks are identified as relatively positive areas looking into the Q3 results.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根士丹利分析師Michael Cyprys維持$貝萊德 (BLK.US)$買入評級，並將目標價從1,036美元上調至1,150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為56.0%，總平均回報率為5.4%。
此外，綜合報道，$貝萊德 (BLK.US)$近期主要分析師觀點如下：
預計貝萊德第三季度每股收益將達到10.73美元，比市場預期高出5％；在新資產增加的推動下，該公司報告的流量將超過共識。預計私人市場業務的擴張將加速增長，投資者有可能再冒風險以增加流量。
人們認爲，市場正在逐步接近 「正常」 環境，首次公開募股和合並市場開始激動人心，對利率變化的預期促使樂觀情緒回升。儘管如此，據觀察，第三季度的活動比預期的要疲軟。
該公司指出，大多數資本市場股票在發佈第三季度報告前都面臨下行風險，這主要是由於利率降低和交易活動緩慢復甦。儘管更快的減息和更強勁的股市鼓勵了許多資本市場股票的冒險態度，但交易活動的緩慢步伐帶來了持續的挑戰，特別是對於估值倍數高度緊張的另類管理公司而言。傳統管理人已經看到第三季度的有機增長減弱，該分析師強調，較低的利率對經紀商和财富管理公司的收益構成重大威脅。但是，展望第三季度業績，交易所和信託銀行被認爲是相對積極的領域。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
