January 23, 2026
“…In the third quarter, Druckenmiller sold his position in semiconductor company Broadcom (NASDAQ: AVGO) and started a position in flash memory maker Sandisk (NASDAQ: SNDK), a stock that has added 1,050% since it was spun off from Western Digital in February 2025… Wall Street estimates Broadcom’s adjusted… Continue Reading…
April 15, 2025
“…Here’s what the company reported: The company said earnings rose 26% to $4.32 billion, or $2.60 per share, while revenue climbed 17% to a record $17.74 billion…” https://www.cnbc.com/2025/04/11/morgan-stanley-ms-q1-2025-earnings.html
September 4, 2024
“…COMPASS Pathways (CMPS)… Morgan Stanley analyst Vikram Purohit, who covers the stock, sees CMPS as presenting a compelling risk-reward opportunity. He highlights the company’s leading clinical program… To this end, Purohit rates CMPS shares an Overweight (i.e. Buy), and his $23 price… Continue Reading…
August 12, 2024
“CervoMed (CRVO) The first Morgan Stanley pick we’ll look at is CervoMed, a clinical-stage medical research firm specializing in neurodegenerative diseases and conditions… Overall, the analyst expects positive clinical results and rates CRVO an Overweight (i.e., Buy). His $35 price… Continue Reading…
May 13, 2024
“Auna S.A. (AUNA)… Cepeda’s views back up his Overweight (Buy) rating on the stock, and his $14 price-target points toward a robust 110% upside potential for the next 12 months. (To watch Cepeda’s track record, click here)… Contineum Therapeutics (CTNM)… Hung goes… Continue Reading…
February 21, 2024
“Shares of Taiwan Semiconductor Manufacturing Company reached an all-time high on Thursday after Morgan Stanley lifted the price target on chip designer Nvidia, citing a continued surge in AI demand… Morgan Stanley increased the price target on the U.S. chip giant to $750… Continue Reading…
December 23, 2022
“…At base, Wilson says the S&P 500 is likely to sink another 20% before hitting a bottom near 3,100 during 1Q23. The index slipped into a bear market in June of this year, when the Federal Reserve began its aggressive… Continue Reading…
September 13, 2022
“…“Our ’22/’23/’24 base case estimates are now 3%/13%/14% below consensus, respectively,” a team of Morgan Stanley analysts led by Mike Wilson write in a recent note to investors. “In our base case, 2023 now marks a modest earnings contraction (-3%… Continue Reading…
May 11, 2022
“…Strategist Michael Wilson, who has long been a skeptic of the decade-long bull run in US stocks, said in a note that even after five weeks of declines, the S&P 500 is still mispriced for the current environment of the… Continue Reading…
September 8, 2021
“…“The issue is that the markets are priced for perfection and vulnerable, especially since there hasn’t been a correction greater than 10% since the March 2020 low,” said Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, in a… Continue Reading…
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