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MSMorgan Stanley

$187.38-1.23%Delayed market dataInvestment banksAsset mgmt, brokers & exchanges · 12 peers →

What's moving this stock lately

0 direct · 2 2nd-order · 0 thematic

Ranked by relevance and recency.

#1Impact0.63%bearish2nd-orderRobinhood and Coinbase Are Changing How Investors Buy IPO Stocks13d ago
Rise of retail subscription platforms weakens big banks' exclusivity in IPO allocation
Impact chain →
Also named: HOOD · COIN · SOFI · IBKR · GS · NDAQ
#2Impact0.42%bearish2nd-orderAs Anthropic's IPO Looms, This Small Financial Powerhouse Just Got Its First Underwriting Job29d ago
Similar to Goldman, Morgan Stanley's grip on tech-unicorn IPO syndicates faces incremental erosion from new entrants like Robinhood
Impact chain →
Also named: HOOD · GS · P-ANTH

🎯 Market expectations

Estimate coverage Medium · 69/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$2.88Estimate range $2.81 ~ $2.94 · 5 analystsRevisions (4w):↓4

History: actual vs consensusavg +19.4%

Jun 2026$3.46 vs $2.89+19.72%
Mar 2026$3.43 vs $3.06+12.09%
Dec 2025$2.68 vs $2.41+11.2%
Sep 2025$2.80 vs $2.08+34.62%

The takeaway

Recent results have exceeded consensus by an average of +19.4%, which may have raised expectations for the next report. Analysts cut estimates 4× in 4 weeks.

Analyst estimates, not our forecast · not investment advice

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $7.8B · profitable (FY net income $16.9B) · short activity within its normal range.

FY revenue

$7.8B

2014-12

FY net income

$16.9B

Diluted EPS

$10.32

Short volume

26.7%

20d avg 31.3% · normal

🐋 5%+ ownership filings (last 180d)

The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.

2026-07-15activist (13D)MITSUBISHI UFJ FINANCIAL GROUP INC

🕰️ Price × news · analysis history

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The 29 past analyses on this chart are Pro — price and volume only for now▂ volume

📜 Call history (newest first

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Current conviction

Crowding

Risk temperature

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Money flow

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