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Street View: Morgan Stanley gears up for a stronger 2026 run

ReutersJan 16, 2026 1:20 PM

Morgan Stanley MS.N beat Q4 profit estimates, lifted by a 47% jump in investment banking revenue as dealmaking surged and debt underwriting fees nearly doubled

Median PT of 25 brokerages covering the stock is $191 - data compiled by LSEG

RECOVERY GETS GROOVY

Morningstar (fair value - $148) expects the bank to outperform its long‑term targets through 2026, supported by fiscal and monetary stimulus, potential deregulation, and resilient consumer spending

BofA Global Research ("buy," PO: $220) says ongoing synergy gains — from shifting more business to advisory assets, using AI to boost productivity, and improving capital flexibility — could lift return on tangible common equity above co's target

Citizens ("market perform") says co's strong quarter was expected, but the results came in even better than anticipated, especially in wealth management, showing more durable earnings and giving an outlook that helps keep momentum going

Argus Research ("buy," PT: $210) says bank has navigated the prolonged slowdown in underwriting well and is now positioned to benefit as the market recovery gains momentum

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