MS

Morgan StanleyB

NYSE / Financial Services

At close

2026-07-17

Current thesis

The Q2 beat was broad rather than limited to one line: record Institutional Securities revenue, record Wealth Management revenue, strong client-asset inflows, and a 26.6% ROTCE support the view that MS is operating at a structurally higher earnings level.

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.7.

What can break

Current price is modestly above the reported median analyst target, limiting valuation support.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $232.00 · Bull $250.00 · Bear $195.00

Data freshness

Prices

As of 2026-07-17

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-17 • Model: HYBRID_IC_RP

AI Memo

As of 2026-07-16 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-17

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $231.23

Why

Momentum72 · Δ7d +0.1

Value53 · Δ7d +0.7

Sentiment56 · Δ7d +12.9

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

+0.1

Δ21d

-15.8

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.7

Δ21d

+1.4

Sentiment

34% active weight

Current posture

7d trendImproving

Δ7d

+12.9

Δ21d

+16.0

Why this grade

Composite grade B. Momentum 72.4 / Value 53.3 / Sentiment 55.5

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$339.9B

Beta

1.19

Shares Out

1.58B

P/E (TTM)

19.1

P/S (TTM)

2.54

P/FCF (TTM) · Derived

10.56

Rev YoY

+13.7%

EPS YoY

+32.2%

Gross Margin

+55.0%

Op Margin

+18.1%

Net Debt

$466.92B

Current Ratio

1.39

As of 2026-07-17 • Updated nightlySource: Internal modelMethodology