MS analyst scorecard · Morgan Stanley
50 rating changes on MS in the last 12 months. 56% of bullish calls were right at 30 days; 50% of bearish ones. Street grade C on 31 scored calls. Consensus target $237, 14% above the last close.
Graded through 2026-09-14 · last close $207.34 (2026-09-14). Rebuilt every morning.
Holds on MS, read: 0 cut to or raised to Hold (graded as the change) · 6 Holds whose target leaned 10%+ one way (graded that way, 66.7% right) · 19 true Holds, not graded.
Firm by firm
| Firm | Calls | Scored | Right | Accuracy | Grade | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan | 5 | 4 | 3 | 75.0% | A | +2.5% | +10.3% | Neutral | 2026-07-16 | $195 |
| Evercore ISI Group | 5 | 5 | 3 | 60.0% | B | +3.9% | +19.8% | Outperform | 2026-07-17 | $240 |
| Keefe, Bruyette & Woods | 5 | 5 | 2 | 40.0% | D | +0.3% | +6.1% | Outperform | 2026-07-16 | $250 |
| Barclays | 4 | 4 | 1 | 25.0% | F | -0.2% | +8.1% | Overweight | 2026-07-16 | $262 |
| Freedom Broker | 3 | 1 | 1 | — | — | -0.5% | +9.6% | Buy | 2026-07-17 | $245 |
| BMO Capital | 2 | 2 | 2 | — | — | +2.6% | +15.4% | Outperform | 2026-07-17 | $250 |
| RBC Capital | 2 | 1 | 1 | — | — | -3.2% | +10.5% | Sector Perform | 2026-04-16 | $207 |
| Wolfe Research | 1 | 1 | 1 | — | — | +11.6% | +2.4% | Outperform | 2025-11-24 | — |
| UBS | 4 | 3 | 2 | — | — | +3.6% | +25.7% | Buy | 2026-08-03 | $260 |
| Bank of America | 2 | 2 | 1 | — | — | -0.4% | +22.0% | Buy | 2026-07-07 | $250 |
| Citigroup | 5 | 0 | 0 | — | — | +1.9% | +12.4% | Neutral | 2026-07-17 | $235 |
| Wells Fargo | 5 | 1 | 0 | — | — | +0.5% | +16.4% | Equal-Weight | 2026-07-16 | $240 |
| Goldman Sachs | 3 | 0 | 0 | — | — | +1.7% | +18.7% | Neutral | 2026-07-06 | $233 |
| HSBC | 1 | 0 | 0 | — | — | -4.1% | — | Hold | 2026-07-21 | $215 |
| Oppenheimer | 1 | 1 | 0 | — | — | +0.5% | — | Underperform | 2026-06-30 | — |
| Citizens | 1 | 0 | 0 | — | — | +2.9% | +22.0% | Market Perform | 2026-04-16 | — |
| Jefferies | 1 | 1 | 0 | — | — | -0.4% | +13.0% | Buy | 2025-10-16 | $186 |
Dimmed rows have fewer than 4 scored calls on MS — too few to grade.
Every call, last 12 months
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-03 | UBS | Buy → Buy | maintained | Bullish | $211.23 | -1.3% | +0.3% | — | — | $260 | ✓ |
| 2026-07-21 | HSBC | Hold → Hold | maintained | True hold · target +0% | $216.40 | -3.0% | -4.1% | — | — | $215 | not graded |
| 2026-07-17 | BMO Capital | Outperform → Outperform | maintained | Bullish | $215.50 | -4.2% | +1.3% | — | — | $250 | ✓ |
| 2026-07-17 | Freedom Broker | Hold → Buy | upgrade | Bullish | $215.50 | -4.2% | +1.3% | — | — | $245 | ✓ |
| 2026-07-17 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $215.50 | -4.2% | +1.3% | — | — | $240 | ✓ |
| 2026-07-17 | Citigroup | Neutral → Neutral | maintained | True hold · target +9% | $215.50 | -4.2% | +1.3% | — | — | $235 | not graded |
| 2026-07-16 | JPMorgan | Neutral → Neutral | maintained | Leans bearish · Neutral, target -10% | $218.37 | -1.1% | -0.1% | -5.0% | — | $195 | ✓ |
| 2026-07-16 | Wells Fargo | Equal-Weight → Equal-Weight | maintained | True hold · target +9% | $218.37 | -1.1% | -0.1% | -5.0% | — | $240 | not graded |
| 2026-07-16 | Barclays | Overweight → Overweight | maintained | Bullish | $218.37 | -1.1% | -0.1% | -5.0% | — | $262 | ✗ |
| 2026-07-16 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $218.37 | -1.1% | -0.1% | -5.0% | — | $250 | ✗ |
| 2026-07-07 | Bank of America | Buy → Buy | maintained | Bullish | $222.04 | +4.8% | -3.7% | -2.6% | — | $250 | ✗ |
| 2026-07-07 | UBS | Buy → Buy | maintained | Bullish | $222.04 | +4.8% | -3.7% | -2.6% | — | $255 | ✗ |
| 2026-07-06 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $222.10 | +4.8% | -1.7% | -2.0% | — | $233 | ✗ |
| 2026-07-06 | Goldman Sachs | Neutral → Neutral | maintained | True hold · target +4% | $222.10 | +4.8% | -1.7% | -2.0% | — | $233 | not graded |
| 2026-06-30 | Oppenheimer | Perform → Underperform | downgrade | Bearish | $209.04 | +0.5% | +0.5% | +2.0% | — | — | ✗ |
| 2026-06-24 | Wells Fargo | Equal-Weight → Equal-Weight | maintained | True hold · target +2% | $219.86 | +9.4% | -2.5% | -2.6% | — | $225 | not graded |
| 2026-06-23 | Citigroup | Neutral → Neutral | maintained | True hold · target -2% | $226.03 | +12.4% | -4.8% | -5.3% | — | $220 | not graded |
| 2026-06-12 | JPMorgan | Neutral → Neutral | maintained | Leans bearish · Neutral, target -12% | $214.04 | +10.4% | +3.3% | +0.5% | -0.6% | $187 missed | ✗ |
| 2026-05-08 | Citigroup | Neutral → Neutral | maintained | True hold · target +0% | $193.09 | +9.7% | +9.9% | +15.0% | +10.7% | $194 missed | not graded |
| 2026-04-16 | Barclays | Overweight → Overweight | maintained | Bullish | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | $230 hit | ✓ |
| 2026-04-16 | RBC Capital | Sector Perform → Sector Perform | reiterated | Leans bullish · Sector Perform, target +10% | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | $207 hit | ✓ |
| 2026-04-16 | Citizens | Market Perform → Market Perform | reiterated | True hold | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | — | not graded |
| 2026-04-16 | Wells Fargo | Equal-Weight → Equal-Weight | maintained | True hold · target +6% | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | $200 hit | not graded |
| 2026-04-16 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | $218 hit | ✓ |
| 2026-04-16 | Goldman Sachs | Neutral → Neutral | maintained | True hold · target +9% | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | $205 hit | not graded |
| 2026-04-16 | Bank of America | Buy → Buy | maintained | Bullish | $187.32 | +18.7% | +2.9% | +16.4% | +22.0% | $225 hit | ✓ |
| 2026-04-07 | UBS | Neutral → Buy | upgrade | Bullish | $168.43 | +5.1% | +12.9% | +26.0% | +31.9% | $196 hit | ✓ |
| 2026-04-06 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $166.55 | +3.9% | +16.1% | +27.2% | +33.4% | $190 hit | ✓ |
| 2026-03-10 | JPMorgan | Neutral → Neutral | maintained | Leans bullish · Neutral, target +11% | $160.75 | -10.7% | +10.8% | +18.9% | +32.0% | $179 hit | ✓ |
| 2026-01-27 | Freedom Broker | Hold → Hold | maintained | True hold · target +1% | $182.66 | +0.4% | -2.8% | -13.3% | +4.1% | $185 hit | not graded |
| 2026-01-16 | RBC Capital | Sector Perform → Sector Perform | maintained | True hold · target +9% | $189.09 | +8.2% | -9.3% | -16.5% | -0.9% | $207 missed | not graded |
| 2026-01-16 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $189.09 | +8.2% | -9.3% | -16.5% | -0.9% | $210 missed | ✗ |
| 2026-01-08 | JPMorgan | Neutral → Neutral | maintained | Leans bearish · Neutral, target -12% | $184.68 | +3.3% | -1.3% | -13.1% | -4.7% | $162 missed | ✓ |
| 2026-01-05 | Barclays | Overweight → Overweight | maintained | Bullish | $186.54 | +5.7% | -3.5% | -14.1% | -10.7% | $219 missed | ✗ |
| 2025-12-17 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $174.80 | +9.6% | +8.2% | -1.9% | -9.7% | $202 missed | ✓ |
| 2025-11-24 | Wolfe Research | Peer Perform → Outperform | upgrade | Bullish | $162.83 | -0.6% | +11.6% | +9.9% | +2.4% | — | ✓ |
| 2025-10-22 | Freedom Broker | Hold → Hold | maintained | True hold · target +1% | $158.12 | -1.6% | +0.0% | +13.7% | +15.2% | $161 missed | not graded |
| 2025-10-21 | JPMorgan | Neutral → Neutral | maintained | True hold · target -1% | $159.23 | -0.4% | -0.3% | +12.9% | +14.4% | $157 missed | not graded |
| 2025-10-16 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $160.02 | +2.7% | -0.4% | +11.1% | +13.0% | $184 hit | ✗ |
| 2025-10-16 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $160.02 | +2.7% | -0.4% | +11.1% | +13.0% | $175 hit | ✗ |
| 2025-10-16 | Wells Fargo | Equal-Weight → Equal-Weight | maintained | Leans bullish · Equal-Weight, target +10% | $160.02 | +2.7% | -0.4% | +11.1% | +13.0% | $177 hit | ✗ |
| 2025-10-16 | Citigroup | Neutral → Neutral | maintained | True hold · target +6% | $160.02 | +2.7% | -0.4% | +11.1% | +13.0% | $170 hit | not graded |
| 2025-10-16 | Barclays | Overweight → Overweight | maintained | Bullish | $160.02 | +2.7% | -0.4% | +11.1% | +13.0% | $183 hit | ✗ |
| 2025-10-16 | Jefferies | Buy → Buy | maintained | Bullish | $160.02 | +2.7% | -0.4% | +11.1% | +13.0% | $186 hit | ✗ |
| 2025-10-07 | UBS | Neutral → Neutral | maintained | True hold · target +5% | $155.97 | — | +4.8% | +13.4% | +19.6% | $165 hit | not graded |
| 2025-10-03 | Goldman Sachs | Neutral → Neutral | maintained | True hold · target +4% | $157.59 | — | +3.9% | +7.3% | +15.4% | $164 hit | not graded |
| 2025-10-03 | BMO Capital | Outperform | initiated | Bullish | $157.59 | — | +3.9% | +7.3% | +15.4% | $180 hit | ✓ |
| 2025-09-30 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $158.96 | — | +4.0% | +6.0% | +13.2% | $165 hit | ✓ |
| 2025-09-26 | Citigroup | Neutral → Neutral | maintained | True hold · target -3% | $160.11 | — | +3.7% | +3.3% | +13.6% | $155 missed | not graded |
| 2025-09-16 | Wells Fargo | Equal-Weight → Equal-Weight | maintained | True hold · target +5% | $155.81 | — | +2.7% | +2.3% | +14.1% | $165 hit | not graded |
Also in Big Banks
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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