Morgan Stanley — sell-side record
Morgan Stanley made 363 rating actions across 88 covered names in the last 12 months, 62% of them Buy-type and 2% Sell-type. Of its 540 price targets that resolved, 135 (25%) were reached while they stood, 403 were replaced by Morgan Stanley before their deadline and 2 fell short at it. 19 of its 38 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
93 covered names with a call from Morgan Stanley in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Morgan Stanley's 126 Hold-type ratings in the last 12 months carried a median price target +8% from the price on the day; 25% sat below the price. Of its Holds that ran a full horizon, 2 of 15 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| AAPL | 10 | 1 (5%) | 18 | 0 | 19 | 0 of 1 |
| NVDA | 7 | 1 (6%) | 15 | 0 | 16 | 0 of 1 |
| AVGO | 6 | 2 (15%) | 11 | 0 | 13 | 1 of 1 |
| BAC | 5 | 1 (8%) | 12 | 0 | 13 | 1 of 1 |
| AMAT | 9 | 7 (58%) | 5 | 0 | 12 | — |
| CME | 9 | 0 (0%) | 12 | 0 | 12 | 0 of 1 |
| SCHW | 8 | 1 (8%) | 11 | 0 | 12 | 1 of 1 |
| JNJ | 7 | 3 (25%) | 9 | 0 | 12 | — |
| PANW | 8 | 6 (54%) | 5 | 0 | 11 | 1 of 1 |
| EOG | 6 | 2 (18%) | 9 | 0 | 11 | — |
| HOOD | 6 | 4 (36%) | 7 | 0 | 11 | — |
| LRCX | 9 | 3 (30%) | 7 | 0 | 10 | — |
| REGN | 7 | 2 (20%) | 8 | 0 | 10 | — |
| UNH | 6 | 2 (20%) | 8 | 0 | 10 | 0 of 1 |
| ABBV | 5 | 0 (0%) | 10 | 0 | 10 | 1 of 1 |
| GOOGL | 5 | 4 (40%) | 6 | 0 | 10 | 1 of 1 |
| COP | 6 | 1 (11%) | 8 | 0 | 9 | 0 of 1 |
| EXE | 6 | 0 (0%) | 9 | 0 | 9 | 0 of 1 |
| GILD | 6 | 1 (11%) | 8 | 0 | 9 | 1 of 1 |
| TFC | 5 | 1 (11%) | 8 | 0 | 9 | — |
| WFC | 4 | 0 (0%) | 9 | 0 | 9 | — |
| AMGN | 9 | 1 (12%) | 7 | 0 | 8 | — |
| AMD | 6 | 4 (50%) | 4 | 0 | 8 | — |
| LLY | 6 | 0 (0%) | 8 | 0 | 8 | 1 of 1 |
| ICE | 6 | 1 (14%) | 6 | 0 | 7 | — |
| TSLA | 6 | 4 (57%) | 3 | 0 | 7 | — |
| MRK | 5 | 1 (14%) | 6 | 0 | 7 | — |
| FSLR | 4 | 4 (57%) | 3 | 0 | 7 | 0 of 1 |
| GEV | 4 | 5 (71%) | 2 | 0 | 7 | 1 of 1 |
| AMZN | 3 | 1 (14%) | 6 | 0 | 7 | 1 of 1 |
| FTNT | 3 | 3 (43%) | 4 | 0 | 7 | — |
| MSFT | 1 | 2 (29%) | 5 | 0 | 7 | 0 of 1 |
| NET | 1 | 4 (57%) | 3 | 0 | 7 | 1 of 1 |
| XOM | 7 | 1 (17%) | 5 | 0 | 6 | 1 of 1 |
| AR | 5 | 0 (0%) | 6 | 0 | 6 | — |
| VRTX | 5 | 1 (17%) | 5 | 0 | 6 | — |
| CZR | 4 | 2 (33%) | 4 | 0 | 6 | — |
| DKNG | 4 | 0 (0%) | 6 | 0 | 6 | 0 of 1 |
| HD | 4 | 0 (0%) | 6 | 0 | 6 | — |
| INTC | 4 | 2 (33%) | 4 | 0 | 6 | — |
| OXY | 4 | 1 (17%) | 5 | 0 | 6 | — |
| TLN | 4 | 2 (33%) | 4 | 0 | 6 | 1 of 1 |
| WMT | 4 | 0 (0%) | 6 | 0 | 6 | 1 of 1 |
| MGM | 3 | 3 (50%) | 3 | 0 | 6 | — |
| VST | 3 | 1 (17%) | 5 | 0 | 6 | 0 of 1 |
| MA | 2 | 0 (0%) | 6 | 0 | 6 | 0 of 1 |
| USB | 2 | 1 (17%) | 5 | 0 | 6 | — |
| GS | 1 | 2 (33%) | 4 | 0 | 6 | — |
| CVX | 8 | 1 (20%) | 4 | 0 | 5 | — |
| MRNA | 4 | 2 (40%) | 3 | 0 | 5 | — |
| PNC | 4 | 2 (40%) | 3 | 0 | 5 | — |
| KEY | 3 | 0 (0%) | 5 | 0 | 5 | — |
| PFE | 3 | 1 (20%) | 4 | 0 | 5 | — |
| JPM | 2 | 1 (20%) | 4 | 0 | 5 | — |
| NFLX | 5 | 0 (0%) | 4 | 0 | 4 | 0 of 1 |
| ZS | 5 | 3 (75%) | 1 | 0 | 4 | — |
| CEG | 4 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| NRG | 4 | 2 (50%) | 2 | 0 | 4 | — |
| ENPH | 3 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| HAL | 3 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| LNG | 3 | 2 (50%) | 2 | 0 | 4 | — |
| ORCL | 3 | 2 (50%) | 2 | 0 | 4 | — |
| ROK | 3 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| EQT | 2 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| FITB | 2 | 0 (0%) | 4 | 0 | 4 | — |
| SEDG | 2 | 1 (25%) | 3 | 0 | 4 | — |
| V | 2 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| PLTR | 1 | 3 (75%) | 1 | 0 | 4 | — |
| TER | 1 | 2 (50%) | 2 | 0 | 4 | — |
| CRWD | 11 | 1 (33%) | 2 | 0 | 3 | — |
| RKLB | 2 | 3 (100%) | 0 | 0 | 3 | — |
| BSX | 1 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| SHOP | 1 | 1 (33%) | 2 | 0 | 3 | 0 of 1 |
| DIS | 0 | 1 (33%) | 2 | 0 | 3 | 0 of 1 |
| BA | 3 | 0 (0%) | 2 | 0 | 2 | — |
| KMI | 2 | 0 (0%) | 2 | 0 | 2 | — |
| RUN | 2 | 1 (50%) | 1 | 0 | 2 | — |
| SLB | 2 | 2 (100%) | 0 | 0 | 2 | — |
| UBER | 2 | 0 (0%) | 2 | 0 | 2 | — |
| BKR | 1 | 2 (100%) | 0 | 0 | 2 | — |
| NOV | 1 | 2 (100%) | 0 | 0 | 2 | — |
| PENN | 5 | 1 (100%) | 0 | 0 | 1 | — |
| KLAC | 4 | 0 (0%) | 1 | 0 | 1 | — |
| PL | 4 | 1 (100%) | 0 | 0 | 1 | — |
| MDT | 1 | 0 (0%) | 1 | 0 | 1 | — |
| COST | 0 | 0 (0%) | 1 | 0 | 1 | 0 of 1 |
| ISRG | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| SYK | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| FLUT | 1 | — | — | — | 0 | — |
| IONQ | 1 | — | — | — | 0 | — |
| META | 1 | — | — | — | 0 | — |
| SPCX | 1 | — | — | — | 0 | — |
| ABT | 0 | — | — | — | 0 | — |
Per-name counts are small; no percentage on one name is a measure of skill.
Latest calls
| Date | Ticker | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-29 | BKR | Overweight | maintained | $54.63 | $68 | running to 2028-04-29 | -2.3% |
| 2026-10-29 | EXE | Overweight | maintained | $90.56 | $123 | running to 2028-04-29 | +7.6% |
| 2026-10-29 | GOOGL | Overweight | maintained | $282.94 | $375 | running to 2028-04-29 | -17.0% |
| 2026-10-28 | ENPH | Underweight | maintained | $24.99 | $16 | running to 2028-04-28 | -19.1% |
| 2026-10-28 | V | Overweight | maintained | $400.60 | $471 | running to 2028-04-28 | +8.9% |
| 2026-10-28 | BA | Equal-Weight | maintained | $167.14 | $195 | running to 2028-04-28 | -9.4% |
| 2026-10-27 | KMI | Equal-Weight | maintained | $33.85 | $40 | running to 2028-04-27 | +10.1% |
| 2026-10-27 | UNH | Overweight | maintained | $410.39 | $531 | running to 2028-04-27 | +9.0% |
| 2026-10-22 | LRCX | Overweight | maintained | $230.15 | $339 | running to 2028-04-22 | -26.0% |
| 2026-10-22 | CME | Overweight | maintained | $305.98 | $359 | running to 2028-04-22 | +14.5% |
Other firms: Barclays · Wells Fargo · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Evercore ISI Group · Piper Sandler · Needham. All firms.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
Get the daily brief
Our take, the S&P 500 Pulse, the Street's calls and today's docket — one email, weekdays, 9 AM ET, 30 minutes before the open.