Morgan Stanley, Charles Schwab, Leidos, and Others Featured in CNBC's 'Final Trades'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 30 2025
0mins
Should l Buy MS?
Source: Benzinga
Morgan Stanley and Analyst Ratings: Joe Terranova from Virtus Investment Partners selected Morgan Stanley as his final trade, while Citigroup's Keith Horowitz maintained a Neutral rating and raised the price target from $130 to $155.
Exxon Mobil's Deal with Rosneft: Exxon Mobil has entered an agreement with Russia's Rosneft to explore recovering losses from its 2022 withdrawal, potentially reclaiming a $4.6 billion write-down.
Performance of Selected Stocks: Leidos Holdings, chosen by Stephen Weiss, saw a price target increase from $185 to $210, while shares of Charles Schwab and iShares Ethereum Trust ETF also experienced gains.
Market Trends: Charles Schwab reported a 15% growth in total client assets year-over-year, benefiting from high share prices and Federal Reserve rate cuts.
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Analyst Views on MS
Wall Street analysts forecast MS stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 164.570
Low
132.00
Averages
185.00
High
219.00
Current: 164.570
Low
132.00
Averages
185.00
High
219.00
About MS
Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides an array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Employment Data Expectations: ADP is set to release employment data at 8:15 a.m. ET, with a consensus estimate of 39,000 new jobs in the private sector, which will provide a crucial indicator of economic health and could influence investor confidence and market trends.
- Retail Sales Growth: Retail sales figures are expected to be released at 8:30 a.m., with a general forecast of a 0.5% increase, a data point that will directly impact consumer spending and the outlook for economic recovery, potentially guiding a market rebound.
- Corporate Earnings Dynamics: Cal-Maine, Conagra, and Lamb Weston are scheduled to report earnings before the bell, with Cal-Maine's stock flat over the past three months, Conagra down 9%, and Lamb Weston showing no significant change, all of which will affect investor sentiment towards the food sector.
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- Significant Revenue Potential: Analysts project that Apple's upcoming foldable iPhone could generate up to $60 billion in revenue within the next 18 months, which would significantly enhance the company's financial performance and strengthen its market position.
- Stock Performance Weakness: Despite having a market cap of approximately $3.7 trillion, Apple's stock has declined by 2% over the past six months, as investors express frustration over the slow rollout of AI features, reflecting concerns about its growth potential.
- Strong Upgrade Incentive: The launch of the foldable iPhone could incentivize existing users to upgrade their devices, especially as the new model is expected to better support future AI capabilities, further driving sales growth and enhancing brand loyalty.
- Long-Term Investment Opportunity: Although Apple's stock trades at about 32 times its trailing earnings, the anticipated launch of the foldable iPhone may present an opportunity for investors to see a rebound in stock price, making it a compelling option for long-term holding.
See More
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- Market Rally: The S&P 500 and Nasdaq Composite surged by 2.91% and 3.83%, respectively, amid hopes for an end to the U.S.-Iran conflict, indicating potential for future economic recovery as investors anticipate peace.
- Interest Rate Decline: With the war's conclusion, the yield on the 10-year Treasury is expected to drop significantly, which will lower borrowing costs and alleviate inflationary pressures stemming from rising fertilizer and energy prices due to the conflict.
- Growth Stock Resurgence: High-growth stocks like Nvidia and Marvell saw gains of 5.5% and nearly 13%, respectively, suggesting that investors will refocus on these companies' fundamentals without the distraction of geopolitical tensions.
- Big Bank Stocks Rally: The end of the war is likely to revive trading activity on Wall Street, with major financial stocks like Goldman Sachs and Morgan Stanley rising nearly 5% and 4%, respectively, reflecting optimism about future merger and acquisition activities.
See More
Foldable iPhone Could Drive Apple's Growth
- Underwhelming Market Performance: Apple's stock (AAPL) has declined by 2% over the past six months, with a market cap around $3.7 trillion, as investors express frustration over the slow rollout of AI features, raising concerns about its growth potential.
- Foldable Phone Potential: Analyst Erik Woodring estimates that the anticipated launch of a foldable iPhone could generate between $40 billion and $60 billion in revenue over the next year and a half, providing a significant incentive for customers to upgrade their devices.
- Strong Sales Performance: Despite the slow introduction of AI features, Apple's iPhone sales remained robust in the most recent quarter, indicating that customer demand for new devices is not being adversely affected by the pace of AI development.
- Long-Term Investment Opportunity: The upcoming foldable iPhone could attract more customers, and although the stock trades at about 32 times its trailing earnings, it is still considered a safe long-term investment with potential for significant growth in the future.
See More
