"UBS analyst Erika Najarian sees the recent pullback as an opportunity rather than a warning sign, emphasizing Morgan Stanley's resilience amid market headwinds and its history of embracing new technologies."
"Najarian argues the firm has 'catalysts ahead to reignite' the shares, pointing specifically to strength in advisory, the potential for blockbuster IPOs this year, and a wealth franchise that 'leads peers.'"
"Morgan Stanley delivered full-year 2025 revenues of $70.6 billion and EPS of $10.21, with a return on tangible common equity of 21.6%. Investment Banking revenues surged 47% year-over-year in Q4 2025."
"The firm's CET1 ratio stands at 15.0%, signaling a well-capitalized balance sheet, which supports its strong financial position and ability to navigate market challenges."
UBS upgraded Morgan Stanley from Neutral to Buy, setting a price target of $196, which suggests an 18% upside from the current trading price of $166.55. Analyst Erika Najarian views the recent stock pullback as an opportunity, citing Morgan Stanley's resilience, technological adoption, and potential benefits from deregulation. The firm reported strong financial results, including $70.6 billion in revenues for 2025 and a 21.6% return on tangible common equity. Morgan Stanley's Wealth Management segment generated significant revenue, and its balance sheet remains robust with a CET1 ratio of 15.0%.
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