Morgan Stanley

Shares of Twilio Inc (NYSE:TWLO) were rising in early trading on Monday after having lost almost 15% over the past month. The company has the ability to generate double-digit growth and improve operating margins, driven by cross-sell motions, according to Morgan Stanley. The Twilio Analyst: Meta...

Shares of Youdao Inc (NYSE:DAO) fell slightly following the company's fourth-quarter results, mainly on profit-taking with the stock having climbed almost 45% over the past month. The results came amid an exciting earnings season. Here's a deep dive into Youdao's financial release. Analyst Ratings...

Big billion-dollar funds increased their stakes in GameStop Corp. (NYSE:GME) during the fourth quarter of 2024, following a third quarter in which it held $4.616 billion in cash and cash equivalents. This comes as recent reports suggest the video game retailer is planning to buy Bitcoin (CRYPTO:...

Morgan Stanley's chief investment officer Mike Wilson has suggested that the Department of Government Efficiency (DOGE), led by Elon Musk, could play a pivotal role in revitalizing the US economy. This comes amid ongoing discussions about government spending and economic growth. What Happened:...

Shares of McDonald’s Corp (NYSE:MCD) edged higher in early trading on Tuesday, despite reporting a decline in fourth-quarter revenues. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Morgan Stanley analyst Brian Harbour...

Shares of ON Semiconductor Corp (NASDAQ:ON) were climbing in early trading on Tuesday, despite the company reporting a steep decline in fourth-quarter revenues. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On ON...

NVIDIA Corporation (NASDAQ:NVDA) was one of several technology stocks hit by the emergence of Chinese AI competitor DeepSeek. An analyst sees the pullback as a buying opportunity. The NVDA Analyst: Morgan Stanley analyst Joseph Moore maintains an Overweight rating on Nvidia with a $152 price target...

Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) analysts share thoughts about the company's latest CapEx estimate and provide sum-of-the-parts valuations of how much YouTube could be worth after the company reported a mixed fourth-quarter. The Alphabet Analysts: Morgan Stanley analyst Brian Nowak...

Morgan Stanley’s CIO cautioned investors regarding the risks of President, Donald Trump‘s growth-negative policies such as tariffs and immigration enforcement. What Happened: The Chief U.S. Equity Strategist and CIO of Morgan Stanley, Mike Wilson, predicted weak stock returns...

Shares of Palantir Technologies Inc (NASDAQ:PLTR) climbed in early trading on Tuesday, after the company reported strong fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Morgan Stanley On Palantir Technologies...

Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...

Tesla Inc (NASDAQ:TSLA) analysts highlighted a confirmation of the low-cost vehicle in 2025, unsupervised FSD and updates on Optimus Bot as the key takeaways from the company's fourth-quarter financial results. The Tesla Analysts: Bank of America analyst John Murphy reiterated a Neutral rating on...

Electric vehicle company Tesla Inc (NASDAQ:TSLA) is likely to put an emphasis on future new models and technology progress for autonomous vehicles when the company reports fourth-quarter financial results after market close Wednesday. Earnings Estimates: Analysts expect Tesla to report fourth-...

Analysts from Morgan Stanley believe that the focus during Tesla Inc.’s (NASDAQ:TSLA) upcoming earnings call would be whether the company reiterates its previous delivery growth target of 20-30% this year in addition to updates on its various products. Analyst Take: Attention will be paid to...

Katy Huberty, the Global Head of Research at Morgan Stanley, has spotlighted 20 stocks from companies that are likely to see significant benefits from the adoption of Artificial Intelligence (AI). What Happened: Huberty expressed that we are currently at a “tipping point” for AI...