Benzinga·1d ago
Nasdaq 100 Flirts with Records, Oil Sinks for Fifth Day: Stock Market TodayThe Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
Morgan Stanley is successfully transitioning toward a more stable, fee-based wealth management model, as evidenced by the expansion of operating margins from 8.7% in 2023Q4 to 21.1% in 2026Q1. While the firm demonstrates robust earnings growth with a 30.8% EPS...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue scaling reached $33.1 billion in 2026Q1, supported by a significant improvement in gross margins to 61.8% from 49.7% in 2023Q4.
Microsoft has demonstrated impressive financial performance, with strong operating margins and a significant contracted backlog that has more than doubled in the past year. Analysts project continued double-digit revenue and operating income growth.
Microsoft's AI business has surpassed an annual revenue run rate of $37 billion, with significant year-over-year growth. New AI capacity in late 2026 is expected to reaccelerate Azure cloud growth.
The consensus among financial analysts is overwhelmingly bullish, with most rating MSFT as a 'Strong Buy' or 'Buy.' The average price target suggests significant upside potential.
Planned AI infrastructure investments of $80 billion to $146 billion for FY2026 could compress free cash flow margins in the near term, growing faster than revenue.
Potential execution risks include slower-than-expected enterprise adoption of Microsoft 365 Copilot and intensifying competition in the technology sector.
Microsoft's price-to-earnings (P/E) ratio may suggest the stock is overvalued compared to peers, with some analysts reducing price targets.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 15, 2026 | $3.46+19.7% vs $2.89 | $21.3B+8.5% vs $19.7B |
Q2 2026 Apr 15, 2026 | $3.43+13.6% vs $3.02 | $20.6B+4.3% vs $19.7B |
Q1 2026 Jan 15, 2026 | $2.68+10.3% vs $2.43 | $17.9B+0.8% vs $17.7B |
Q4 2025 Oct 15, 2025 | $2.80+33.3% vs $2.10 | $17.1B+2.4% vs $16.7B |
The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
President Donald Trump lashed out at CNN journalist Kaitlan Collins at the United Nations, telling her, "You should not be here covering me." Trump has banned CNN, MS NOW and Politico from the White House.
As CNN, MS NOW and Politico await a Wednesday court hearing over President Donald Trump's decision to ban them from the White House grounds, reporters from the news outlets covered his visit to the United Nations General Assembly on Tuesday using media passes issued by the UN.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes?
Benchmark MS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Morgan Stanley (MS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $200.21 | $315.79B | 19.63 | 14.48% | 14.66% | 15.46% | 2.07% | |
| $949.49 | $292.44B | 18.50 | 8.92% | 16.31% | 14.33% | — | |
| $340.00 | $911.03B | 16.96 | 7.32% | 20.66% | 16.32% | — | |
| $56.20 | $398.83B | 14.71 | 11% | 18.13% | 10.5% | — | |
| $132.47 | $227.17B | 18.95 | 5.11% | 9.34% | 7.49% | — | |
| $83.15 | $254.45B | 13.16 | 1.7% | 17.29% | 11.92% | — |
Morgan Stanley (MS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Morgan Stanley (MS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 15, 2026·SEC
Apr 15, 2026·SEC
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Morgan Stanley (MS) stock FAQ — growth, dividends, profitability & financials explained
Morgan Stanley (MS) grew revenue by 14.5% over the past year. This is steady growth.
Yes, Morgan Stanley (MS) is profitable, generating $18.18B in net income for fiscal year 2025 (14.7% net margin).
Yes, Morgan Stanley (MS) pays a dividend with a yield of 2.07%. This makes it attractive for income-focused investors.
Morgan Stanley (MS) has a return on equity (ROE) of 15.5%. This is reasonable for most industries.
Morgan Stanley (MS) has a net interest margin (NIM) of 0.7%. NIM has been under pressure due to interest rate environment.
Morgan Stanley (MS) has an efficiency ratio of 38.0%. This is excellent, indicating strong cost control.
