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Catering to a diverse clientele that includes corporations, governments, and individuals, Morgan Stanley offers expert advisory and financing services, helping clients navigate complex financial markets and achieve their financial objectives. The firm is known for its strategic insights, innovative solutions, and commitment to delivering exceptional service, positioning itself as a trusted partner in the world of finance.
Morgan Stanley also highlighted that the organic growth pipeline remains strong for FY26. The brokerage views RBC Bearings as "a high-quality industrials compounder with attractive growth and margin expansion potential.”
Shares of data-mining and analytics company Palantir (NYSEPLTR)
jumped 26.9% in the morning session after the company reported impressive fourth-quarter results, which blew past analysts' billings, revenue, and EPS estimates, amid encouraging AI demand. Both its commercial and government businesses posted strong double-digit growth. The government side remains the bigger earner, but the commercial division is gaining ground, especially in the U.S. There, commercial sales jumped 64% from a year ago and 20% from the prior quarter. Looking ahead, the outlook provided was also encouraging, with the company's 2025 revenue guidance exceeding expectations. Zooming out, we think this was an outstanding quarter.
Shares of aircraft leasing company FTAI Aviation (NASDAQFTAI) jumped 7.6% in the morning session. While there is no specific news today, the stock continues to recover after the Muddy Waters short report accusing the company of misrepresenting its business (more asset sales than maintenance, repair, overhaul (MRO) revenue) and engaging in misleading depreciation tactics. This could show that as investors digest the news, speak to FTAI management/investor relations, and conduct their own deep-dive fundamental research, they are gaining more confidence in the business compared to when the report was initially published.
New financials from X show growth in the last quarter of 2024. News of several large advertisers returning the the platform could boost signs of a continued rebound.
Jason Snipe of Odyssey Capital Advisors said he is staying long on Palo Alto Networks, Inc. Supporting his choice, Morgan Stanley analyst Hamza Fodderwala, on Jan. 21, maintained Palo Alto Networks with an Overweight rating.
Despite dismissing the knee-jerk reaction of markets on Monday, analysts at Morgan Stanley underscored that the impact of DeepSeek’s efficient performance could prove deflationary for the sector.
Analysts from Morgan Stanley believe that the focus during Tesla's upcoming earnings call would be whether the company reiterates its previous delivery growth target of 20-30% this year in addition to updates on its various products.
The brokerage pointed to the company’s recent discontinuation of its NTLA-3001 program for alpha-1 antitrypsin deficiency-associated lung disease, reducing near-term growth prospects.
Katy Huberty, the Global Head of Research at Morgan Stanley, has spotlighted 20 stocks from companies that are likely to see significant benefits from the adoption of Artificial Intelligence (AI).
JPMorgan’s Mark Murphy was “incrementally constructive” on Twilio’s profitability growth, while Morgan Stanley analysts also walked away similarly “encouraged.”
