ANALYST-UPGRADE ·Filed Oct 8, 2026
TD Cowen initiates coverage on MS at Hold
Latest settled — T+5d
MS ▼ -2.85% at T+5d
LONG call ✗ call lost -2.85% · α vs SPY -2.57% · entry $187.44 → $182.10
Latest observation: T+6 +1.93% FF3 residual α
T+1d
+1.38%
call +1.38% · α +0.78%
$190.02
settled 10d ago
T+5d
-2.85%
call -2.85% · α -2.57%
$182.10
settled 4d ago
T+20d
—
call — · α —
—
in 17d
T+60d
—
call — · α —
—
in 3mo
Price Chart
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Executive Summary
TD Cowen initiates coverage on MS at Hold
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
20 (61%)
Hold
12
Sell / Strong Sell
1
Total Analysts
21
Mean PT
$230.29
Median PT
$231.00
High PT
$262.00
Low PT
$184.00
Current Price
$190.19
Implied Upside
+21.1%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-08 | TD Cowen | initiate | Hold | $210.00 |
| 2026-10-06 | BMO Capital | maintain | Outperform | $215.00 |
| 2026-10-05 | UBS | maintain | Buy | $236.00 |
| 2026-10-01 | Evercore ISI Group | maintain | Outperform | $215.00 |
| 2026-09-30 | Citigroup | maintain | Neutral | $210.00 |
| 2026-09-28 | HSBC | maintain | Hold | $219.00 |
| 2026-09-25 | Wells Fargo | maintain | Equal-Weight | $223.00 |
| 2026-08-03 | UBS | maintain | Buy | — |
| 2026-07-21 | HSBC | maintain | Hold | $215.00 |
| 2026-07-17 | BMO Capital | maintain | Outperform | $250.00 |
Firm Track Record — TD Cowen
TD Cowen accuracy: 56% on 1796 calls | avg return: 3.4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| BMO Capital | 100% | 3/3 | 16.6% | top tier |
| Jefferies | 100% | 3/3 | 18.4% | top tier |
| RBC Capital | 100% | 3/3 | 10.8% | top tier |
| JMP Securities | 100% | 5/5 | 18.1% | top tier |
| Evercore ISI Group | 86% | 6/7 | 8.9% | top tier |
| Goldman Sachs | 86% | 6/7 | 19.8% | top tier |
| Citigroup | 83% | 5/6 | 12.4% | top tier |
| Wells Fargo | 75% | 6/8 | 17.9% | top tier |
| HSBC | 75% | 3/4 | 9% | top tier |
| UBS | 75% | 3/4 | 6.1% | top tier |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $12.83 | $12.23 — $13.41 | $82.3B | ↑0 ↓0 |
| +1q | $2.95 | $2.62 — $3.34 | $20.4B | ↑0 ↓0 |
| +1y | $13.62 | $11.54 — $14.87 | $86.6B | ↑0 ↓0 |
| 0q | $3.04 | $2.85 — $3.26 | $20.4B | ↑0 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Institutional
CITADEL ADVISORS LLC — near_exit (-81%)
Institutional
Alphadyne Asset Management LP — near_exit (-85%)
Institutional
Vestmark Advisory Solutions, Inc. — trim (-25.3%)
Short Interest
Short: 761,103 | Exempt: 417 | TRF Vol: 1,328,950 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Investment Themes
Traditional Finance
Documents Analyzed
Report based on filing metadata.
10 reports for MS
0% Hit rate best @ T+1▼ −0.37%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 10d ago | ANALYST-UPGRADE | $187.44 $182.10 | ▼ −2.85% | ▼ −2.57% | $180.57 (−3.67%) |
Aug 14, 2026 9w ago | Court Ruling | $217.36 $214.20 | ▼ −1.45% | ▼ −0.09% | $180.57 (−16.93%) |
Aug 13, 2026 9w ago | 13F-HR | $218.38 $207.45 | ▼ −5.00% | ▼ −3.04% | $180.57 (−17.31%) |
Jul 17, 2026 13w ago | Insider Cluster | $215.50 $215.18 | ▼ −0.15% | ▲ +0.54% | $180.57 (−16.21%) |
Jul 15, 2026 13w ago | 8-K | $228.55 $218.50 | ▼ −4.40% | ▼ −3.42% | $180.57 (−20.99%) |
Jun 24, 2026 16w ago | 8-K | $221.04 $211.86 | ▼ −4.15% | ▼ −5.71% | $180.57 (−18.31%) |
Jun 5, 2026 19w ago | Court Ruling | $211.93 $214.04 | ▲ +1.00% | ▲ +0.43% | $180.57 (−14.80%) |
Apr 16, 2026 26w ago | Insider Cluster | $186.67 $188.57 | ▲ +1.02% | ▲ +0.03% | $180.57 (−3.27%) |
Apr 16, 2026 26w ago | Insider Cluster | $186.67 $188.57 | ▲ +1.02% | ▲ +0.03% | $180.57 (−3.27%) |
Apr 15, 2026 26w ago | 8-K | $20.63 $20.49 | ▼ −0.64% | ▼ −2.28% | $180.57 (+775.41%) |
Showing 10 of 10
US Market Status
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