Morgan Stanley Bullish on Multiple Stocks Ahead of March
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 28 2026
0mins
Should l Buy MS?
Source: CNBC
- Positive Outlook for Grab Holdings: Morgan Stanley analysts highlight Grab Holdings as an AI winner with several positive catalysts on the horizon, suggesting that despite a 15% decline in stock price this year, investors should buy the dip due to its diversified product suite driving user growth and expanding market reach.
- Strong Performance from Citigroup: Morgan Stanley names Citigroup as a top pick, anticipating robust revenue growth and accelerated buybacks, with analysts predicting an increase in ROTCE targets during the investor day, aiming for mid-teens by 2030, while the stock has risen nearly 40% over the past year.
- Significant Potential for Cummins: Morgan Stanley raised Cummins' price target from $600 to $675 following a strong earnings report, with analysts noting a 14% increase in stock price this year, emphasizing that the current market presents a rare buying opportunity for this attractive investment.
- Increased Confidence in Nasdaq: Morgan Stanley's investor day revealed an upward revision of Nasdaq's medium-term revenue growth forecast to 9-12%, enhancing analysts' confidence in AI as a business enabler, which is expected to bolster investor sentiment moving forward.
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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: 160.750
Low
132.00
Averages
185.00
High
219.00
Current: 160.750
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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- IPO Performance: Since going public last month, AGI shares have slipped 12.5%, priced at $12 per share during the IPO, reflecting investor concerns about long-term profitability, despite analysts highlighting its attractive valuation.
- Loan Portfolio Advantage: Agibank's INSS-backed loans represent 79% of its loan book, with this stable growth sector expected to accelerate as rates ease, which analysts believe will further enhance market share.
- Product Expansion and Distribution Model: Agibank has expanded into public and private payroll loans, deposits, PIX, cards, unsecured personal loans, and insurance, leveraging the low-cost Smart Hubs distribution model to enhance customer stickiness and revenue potential.
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- Cloud Revenue Surge: The company achieved $8.9 billion in cloud revenue, a 44% year-over-year increase, with cloud infrastructure revenue reaching $4.9 billion, an impressive 84% growth, indicating Oracle's strengthening competitive position in the cloud market.
- Positive Market Reaction: Following the earnings report, Oracle's stock surged over 10% in pre-market trading, a welcome rebound for shares that had fallen more than 10% year-to-date, reflecting renewed investor confidence in the company's growth potential.
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See More
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- Enhanced Partnerships: Morgan Stanley is expanding its operational efficiency and entering new markets through collaborations with technology firms and digital asset infrastructure providers, which are expected to strengthen its competitive position and support sustainable growth.
- Acquisition Strategy Deepens: In January 2026, Morgan Stanley acquired EquityZen to deepen its investment in high-growth private companies, broadening investment opportunities for its wealth management clients, reflecting its focus on the private market.
- Digital Asset Expansion: Morgan Stanley's partnership with Zerohash aims to launch cryptocurrency trading on its E*TRADE platform, expected to begin in the first half of 2026, positioning the bank to compete with existing crypto trading platforms while integrating digital assets into its ecosystem.
- Japanese Market Integration: Morgan Stanley is deepening its 15-year alliance with Mitsubishi UFJ Financial Group by merging certain operations within their Japanese brokerage joint ventures, enhancing service capabilities for institutional clients and further solidifying profitability in the Japanese market.
See More
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- Market Uncertainty: Investors are facing heightened uncertainty due to ongoing tensions in the Middle East, particularly with volatile oil prices and escalating geopolitical tensions, leading to fluctuating market sentiments that require cautious decision-making.
- CrowdStrike Opportunity: Morgan Stanley upgraded CrowdStrike to a buy-equivalent rating, designating it as a 'top pick', indicating strong market confidence in its cybersecurity capabilities, especially amid current geopolitical tensions that may increase demand for cybersecurity solutions.
- Sustained Demand: Despite cost pressures, the demand for CrowdStrike's products and services remains robust, particularly driven by the proliferation of artificial intelligence, as companies view cybersecurity spending as essential and unlikely to be cut back due to economic pressures.
- Long-Term Investment Strategy: In times of high uncertainty, Jim Cramer advises investors to stay calm and focus on long-term trends, with CrowdStrike's market performance and growing demand providing a solid margin of safety, making it a suitable candidate for long-term holding.
See More
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- Company Performance: CrowdStrike Holdings is experiencing significant success this month, indicating strong performance in the market.
- Analyst Insights: Analysts from Morgan Stanley suggest that this positive trend is likely to continue, rather than being a temporary spike.
See More
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- Massive Market Opportunity: According to Precedence Research, the global eVTOL market is currently valued at approximately $5 billion, with projections soaring to $216 billion by 2035, reflecting an astounding annual growth rate of 52%, highlighting Archer's significant potential in urban transportation.
- Strategic Partnerships: Archer has formed strategic alliances with AI leaders Palantir and Nvidia, underscoring the immense interest from major companies in next-generation aviation technology, which could provide robust support for its future growth.
- Significant Investment Risks: With a market capitalization of $4.6 billion, Archer would need to capture 20% of the eVTOL market to turn a $10,000 investment into $100,000, facing intense competition both domestically and internationally, particularly in China.
- High Execution Risks: Archer spent nearly $80 million on equipment and $126 million on acquisitions last year without recognizing any sales, indicating uncertainty in its market position, which necessitates cautious consideration from investors.
See More
