Seeking Alpha
02 Oct 2026, 16:55 UTC · 2h ago
Morgan Stanley Still Justifies A Buy Heading Into Q3
Impact · against what's priced in
The Q2 results for Morgan Stanley are fundamentally non-catalytic as the strong growth and margins reported are already reflected in the current price. The reported numbers confirm the baseline performance the market pays for, while the 'Buy' thesis relies on bull-case growth trajectories that the current price explicitly declines.
- MS+0.00
Already priced in
- The price assumes
A revenue CAGR of roughly 2.0%, which is a steep deceleration from the 11.5% growth just delivered.
The reported 27% YoY revenue growth is a trailing figure; the price already accounts for this by assuming a significant deceleration to 2% CAGR moving forward.
What MS's price assumes · Sep 11
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