MSInvestment Banking
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Get what investors say about MS next
10 investor calls on MS in the last 90 days (10 bullish, 0 bearish). Follow MS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MS
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Sarat Setti | Bullish | CNBC (uncut) | Morgan Stanley should benefit from recovering capital-markets activity and strong wealth management while its… |
| 2026-10-15 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Morgan Stanley has sold off excessively from its summer highs and at 12x earnings is mispriced relative to… |
| 2026-10-14 | Cheryl PateSenior portfolio manager, Angel Oak Capital Advisors | Bullish | Bloomberg TV (uncut) | Valuations are supportive of adding to positions and Morgan Stanley's earnings cycle results justify the… |
| 2026-10-14 | Unknown Portfolio Manager Squawk Box Guest | Bullish | CNBC (uncut) | Morgan Stanley's record net new assets and 22% NNA growth in wealth management, combined with strong equities… |
| 2026-10-14 | Cheryl PateSenior portfolio manager, Angel Oak Capital Advisors | Bullish | Bloomberg Open Interest | Morgan Stanley beat earnings estimates with record $232 billion in new wealth assets and strong equity… |
| 2026-10-12 | Erika NajarianLarge-cap bank analyst, UBS | Bullish | Bloomberg TV (uncut) | Morgan Stanley's wealth management segment is positioned to deliver stronger-than-expected results against a… |
| 2026-10-12 | Erika NajarianLarge-cap bank analyst, UBS | Bullish | Torsten Slok (newest) | Morgan Stanley can deliver stronger-than-expected results in wealth management — exactly the earnings quality… |
| 2026-10-09 | Kenneth M LeonDirector of equity research, CFRA | Bullish | Bloomberg The Close | Morgan Stanley is a cleaner story than peers because its large wealth and asset-management franchise… |
| 2026-10-06 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bloomberg Open Interest | Morgan Stanley's wealth management business will continue accumulating assets as individual wealth grows… |
| 2026-10-01 | Bill | Bullish | CNBC Fast Money Final Trade | Morgan Stanley has dropped from $220 to $182 on rate-driven technical pressure rather than fundamental… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-01-08 | Unknown Addressed As Sir | Bullish | CNBC Halftime Final Trades | Morgan Stanley has strong tailwinds in its wealth management business driving growth |
| 2025-09-29 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Morgan Stanley's wealth management build-out differentiates it within the large-bank group and supports… |
| 2025-06-13 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bullish | The Compound | Morgan Stanley's more diversified business model and materially higher ROE versus Goldman Sachs make it the… |
| 2024-10-15 | Jason GoldbergSenior bank analyst, Barclays | Bullish | Bloomberg The Close | Morgan Stanley should carry over the same equities and fixed income trading revenue beats seen at Goldman… |
| 2022-01-06 | Sarat | Bullish | CNBC Halftime Final Trades | Sticking with Morgan Stanley as tailwinds support continued upside from current levels |
Next report: 14 Jan 2027 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 14 Oct 2026 | before the open | 3.03 vs 3.00 | -2.5% |
Notable options days
Sessions in the last 120 where MS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
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| 2026-07-14 | ||||||
| 2026-06-15 |
MS on the Wheel
MS passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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