Morgan Stanley Analysts Boost Their Forecasts Following Upbeat Q3 Earnings - Morgan Stanley (NYSE:MS)

Core Insights - Morgan Stanley reported third-quarter 2025 earnings of $2.80, an increase from $1.88 a year ago, surpassing the consensus estimate of $2.08 [1] - Net earnings rose to $4.61 billion from $3.19 billion, while revenue reached $18.22 billion, reflecting an 18% year-over-year increase and exceeding the consensus of $16.70 billion [1] Financial Performance - Provisions for credit losses decreased due to improved macroeconomic conditions and lower provisions related to portfolio growth [2] - The stock closed at $162.65 following the earnings announcement [2] Analyst Ratings and Price Targets - Jefferies analyst Daniel Fannon maintained a Buy rating and raised the price target from $175 to $186 [4] - Barclays analyst Jason Goldberg maintained an Overweight rating and increased the price target from $156 to $183 [4] - Citigroup analyst Keith Horowitz maintained a Neutral rating and raised the price target from $155 to $170 [4]