Tag: Morgan Stanley

Morgan Stanley Downgrades Pinterest Amid Challenges From Facebook, Google

Morgan Stanley analyst Brian Nowak downgraded Pinterest Inc with a price target of $30, down from $53. The price target implies an upside of 13.4 percent. Pinterest’s user and time spent trends were challenging while it shifted existing time spent toward lower-monetizing creator videos. Nowak acknowledged the edge in larger platforms with more engineers, ad salespeople, and existing…


Here’s How Analysts View Apple’s Latest Products, Services

Analysts tried to gauge the impact of Apple Inc’s products and services. Apple is exploring subscription offerings for its hardware products as early as late 2022 or 2023. Morgan Stanley analyst Katy Huberty saw that the average Apple user spent $280 on hardware and added $69 to Apple Services revenue in 2021, implying, Apple users spent slightly less than $1…


Here’s How Morgan Stanley Views Disney

Morgan Stanley analyst Benjamin Swinburne lowered the price target on The Walt Disney Co. to $170 from $185 and reiterated an Overweight rating on the shares. The price target implies an upside of 19.34 percent. Swinburne lowered his long-term direct-to-consumer margin expectations following the reset of his Netflix Inc. expectations. Swinburne views Disney+ as both “strategically attractive and off to a…


‘Winter Is Here’: More Wall Street Firms Turning Bearish on Stocks

A growing number of Wall Street firms and strategists are turning bearish on the financial markets amid the sharp selloff in stocks. For the stock market bears who anticipated a correction, they are claiming victory after the leading benchmark indexes have plummeted over the last week. Writing in a research note Monday, analysts at Morgan…


Morgan Stanley Outperforms Rivals With Profit Beat

Morgan Stanley reported fourth-quarter profit which beat market expectations, outperforming rivals as its focus on advising wealth clients bore fruit, sending its shares up as much as 3.7 percent on Wednesday. The Wall Street investment bank also benefited from a boom in global dealmaking and keeping expenses in check at a time when its peers…


Marketmind: Goldman Sachs Adds Another Layer of Stress

A look at the day ahead from Julien Ponthus. For all the turmoil across financial markets yesterday, the Nasdaq creeping dangerously near correction territory and closing below a key 200-day moving average probably came as the least surprising feature for investors. After all, dumping expensive tech and growth stocks when bond yields rise as the…


Starbucks Cancels Vax Mandate; Big Tech Fights Antitrust Bills | NTD Business

The world’s largest coffee chain is canceling its vaccine mandate after the Supreme Court rejected President Joe Biden’s vaccine requirement at large companies. The White House is making it easier for Americans to get a free at-home test. Where can you get them and how soon? More big banks report earnings. Bank of America and Morgan Stanley…


Morgan Stanley to Boost Stake in China Brokerage to 94 Percent

HONG KONG—Morgan Stanley is set to increase its stake in its brokerage joint venture in China by 4.06 percent to 94 percent, an exchange filing showed on Wednesday, putting it on track to take full ownership of the business. The U.S. bank will inject 698 million yuan (about $110 million) to boost the registered capital…


Morgan Stanley Sees Surprise Upside in Apple’s iPhone Production

Apple Inc  iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty notes, as lead times are declining to “more normalized levels.” Citing a “handful” of data points that the firm has seen over the past month, Huberty mentions that the supply of semi-related components is improving, and iPhone builds in the December quarter…


Read Why Morgan Stanley Sees 71 Percent Upside in Qualtrics

Morgan Stanley analyst Keith Weiss upgraded Qualtrics International Inc. from Equal-Weight to Overweight with an unchanged $54 price target, implying 70.9 percent upside. The analyst notes 30 percent pullback in the shares over the last three months provides an attractive entry point into Qualtrics. Weiss sees Qualtrics as well-positioned to better sustain growth in 2022 with the expansion…