Wall Street analysts forecast that Morgan Stanley (MS) will report quarterly earnings of $2.43 per share in its upcoming release, pointing to a year-over-year increase of 9.5%. It is anticipated that revenues will amount to $17.32 billion, exhibiting an increase of 6.8% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 5.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassesse ...

Core Viewpoint - The article discusses recent initiations of coverage by various financial institutions on several companies, highlighting their ratings and price targets, as well as the strategic insights behind these ratings. Group 1: Netflix (NFLX) - HSBC initiated coverage with a Buy rating and a price target of $107, citing Netflix's acquisitions as a response to challenges in a maturing video streaming industry, and labeling it the "undisputed global streaming leader" [1]. Group 2: Medline (MDLN) - Barclays initiated coverage with an Overweight rating and a price target of $50, emphasizing the company's scale, private-label differentiation, and logistics capabilities. Multiple firms including Wolfe Research, JPMorgan, and Goldman Sachs also started coverage with Buy-equivalent ratings, while Deutsche Bank and Wells Fargo initiated with Neutral-equivalent ratings [1]. Group 3: Andersen Group (ANDG) - Baird initiated coverage with an Outperform rating and a price target of $40, describing the company as a "highly differentiated premium provider" of tax, valuation, and advisory services. UBS and Deutsche Bank also initiated with Buy-equivalent ratings, while Morgan Stanley and Wells Fargo provided Neutral-equivalent ratings [1]. Group 4: Rocket Companies (RKT) - JPMorgan reinstated coverage with a Neutral rating and a price target of $24, expressing a constructive view on the company's new strategy but suggesting that investors may have already priced in lower rate scenarios and market share gains from acquisitions [1]. Group 5: Hims & Hers (HIMS) - Evercore ISI initiated coverage with an In Line rating and a price target of $33, viewing the current valuation as "reasonable" while noting that the market may be underestimating the durability and diversity of Hims' core platform [1].

Group 1 - Xpeng Inc. is preparing for a potential IPO of its flying car unit, Aeroht, with the assistance of Morgan Stanley and JPMorgan [1][2] - The IPO plan may evolve, as banks were previously invited to present their proposals for listings in Hong Kong or the U.S. [3] - Xpeng's CEO, He Xiaopeng, emphasized the company's ambition to expand beyond traditional automotive manufacturing into "physical AI," including Robotaxi and humanoid robots [4] Group 2 - Xpeng's Robotaxi service is set to enter trial phases soon, with plans to launch in 2026 using Alibaba's Amap mapping platform [4] - In the broader context of mobility, Transportation Secretary Sean Duffy has highlighted air taxis as a significant advancement, potentially positioning the U.S. ahead of China in the aviation sector [6] - Xpeng's stock saw a 2.70% increase in pre-market trading, with shares currently priced at $20.56 [6]

Group 1: Company Developments - Shell plc has been included in a list of the most undervalued blue chip stocks to buy now [1] - Morgan Stanley has reduced its price target on Shell from 3,007 GBp to 2,811 GBp while maintaining an 'Overweight' rating [2] - Shell has secured its first long-term LNG supply contract in Vietnam, supplying approximately 400,000 metric tons of LNG annually from 2027 to 2031 [3] Group 2: Strategic Moves - Shell has agreed to acquire a 35% stake in offshore Blocks 49 and 50 in Angola from Chevron, reinforcing its goal of sustaining oil output into the 2030s [4] - The company aims to grow gas production by 1% through 2030, indicating a strategic focus on long-term production [4] Group 3: Company Overview - Shell plc is a global energy company involved in oil and natural gas production, with operations spanning LNG, upstream exploration, refining, chemicals, marketing, and renewable energy solutions [5]

National Stock Exchange of India Ltd (NSE), the country’s largest exchange, plans to file its draft prospectus ‍for its long awaited public listing by the end of March, according ​to two people familiar with the matter.The exchange ‌is in discussions with investment bankers and law firms ​to finalise the prospectus and gauge investor appetite for what could be one of India’s biggest ever initial public offerings, the sources said.NSE has not indicated how much of its equity would be listed. A platform that ...

Core Insights - Energy Transfer LP has seen significant investment activity, with Benjamin Edwards Inc. increasing its holdings by 32.1% in Q3, now owning 185,504 shares valued at $3,183,000 [2] - Several large investors have also made substantial investments in Energy Transfer, including Kingstone Capital Partners acquiring $168.92 million worth of shares and Jump Financial LLC increasing its stake by 2,687.9% [3] - The company reported earnings of $0.28 per share for the last quarter, missing the consensus estimate of $0.34, with revenue of $19.95 billion, down 3.9% year-over-year [7] Investment Activity - Benjamin Edwards Inc. increased its holdings in Energy Transfer by 32.1%, acquiring an additional 45,047 shares in Q3 [2] - Kingstone Capital Partners Texas LLC acquired a new position valued at approximately $168.92 million in Q2 [3] - MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings by 9.3%, now owning 21,353,476 shares valued at $387.14 million [3] - Jump Financial LLC increased its stake by 2,687.9%, now holding 1,791,358 shares valued at $32.48 million [3] - Corient Private Wealth LLC increased its stake by 223.7%, now owning 1,690,771 shares valued at $30.65 million [3] Analyst Ratings - Morgan Stanley cut its target price from $21.00 to $19.00 while maintaining an "overweight" rating [4] - Jefferies Financial Group set a price target of $17.00 with a "hold" rating [4] - UBS Group reiterated a "buy" rating, while Scotiabank decreased its price objective from $23.00 to $21.00 [4] - Thirteen analysts rated the stock as a Buy, with a consensus price target of $21.75 [4] Insider Transactions - Director Kelcy L. Warren acquired 1,000,000 shares at an average price of $16.95, totaling $16.95 million, increasing his position by 0.97% [5] Financial Performance - Energy Transfer reported a net margin of 5.66% and a return on equity of 10.71% [7] - The company has a market cap of $58.25 billion, a PE ratio of 13.57, and a price-to-earnings-growth ratio of 0.89 [6] Dividend Information - Energy Transfer announced a quarterly dividend of $0.3325 per share, representing an annualized dividend of $1.33 and a yield of 7.8% [9] - This dividend reflects an increase from the previous quarterly dividend of $0.33 [9] - The dividend payout ratio is currently 106.40% [9] Company Overview - Energy Transfer is a Dallas-based midstream energy company focused on the transportation, storage, and processing of hydrocarbons [10] - The company operates an extensive network of pipelines, terminals, and processing plants across the United States [11]

Group 1: Morgan Stanley - Morgan Stanley is expanding into digital assets with plans to launch a digital wallet in the second half of 2026, which is seen as a positive development for its wealth management business [1] - Analyst Kian Abouhossein from JPMorgan maintained a Neutral rating on Morgan Stanley and raised the price target from $157 to $162 [1] - Morgan Stanley shares fell 0.1% to close at $184.68 [4] Group 2: Leidos Holdings - Leidos Holdings appointed Theodore "Ted" Tanner Jr. as its new chief technology officer on December 15 [2] - Analyst Bill Baruch highlighted the strong chart and balance sheet of Leidos, suggesting a bullish outlook above $200 [2] - Leidos shares fell 0.7% to settle at $195.22 [4] Group 3: Enterprise Products Partners - Enterprise Products Partners has a dividend yield of 6.9%, as noted by Gilman Hill Asset Management CEO Jenny Harrington [2] - Analyst Justin Jenkins from Raymond James downgraded Enterprise Products Partners from Strong Buy to Outperform while maintaining a price target of $36 [3] - Enterprise Products Partners shares rose 0.5% to close at $31.86 [4] Group 4: Amazon - Joshua Brown from Ritholtz Wealth Management selected Amazon.com as his final trade [3] - Jefferies analyst Brent Thill maintained a Buy rating on Amazon and raised the price target from $275 to $300 [3] - Amazon shares rose 1.9% to settle at $246.29 [4]

Bankless Nation, it is the second week of January, the first week I've been back. It's time for the Bankless Weekly rollup. We got a lot going on.A prediction market trader placing a large bet on Maduro's capture 4 hours ahead of his actual capture and a bill from Congressman Richie Torres saying, "Uh, I don't like this. This looks like insider trading inside the government. What is going on?" We'll talk about that. I think that's going to be a reoccurring theme uh for this year as we figure out what to do, ...

Core Insights - Goldman Sachs is recognized as one of the 12 Best DOW Stocks to Buy in 2026 [1] - Barclays has raised its price target for Goldman Sachs to $1,048 from $850, maintaining an Overweight rating, anticipating continued earnings growth into 2026 [2] - Goldman Sachs topped global dealmaking league tables in 2025, driven by significant political events and an increase in larger transactions [3] Financial Performance - The year 2025 saw 68 transactions exceeding $10 billion, totaling $1.5 trillion, more than double the previous year, with Goldman advising on 38 of these deals, amounting to $1.48 trillion in advised volume [4] - Goldman Sachs collected $4.6 billion in M&A fees, ranking No. 1 in both M&A fee revenue and total deal value, leading in deal volume ahead of JPMorgan and Morgan Stanley [6] - In the EMEA region, Goldman achieved a market share of 44.7% in 2025, a level not seen since 1999 [6] Market Outlook - Goldman Sachs' Global Co-Head of M&A described 2025 as an "exceptional M&A year," attributing the strong market to a "ubiquity of capital" [5] - Barclays expects the factors that contributed to double-digit earnings growth and bank stock outperformance in 2025 to persist into 2026 [2]

Core Viewpoint - Deutsche Bank is a significant player in the global banking sector, providing a variety of financial services and competing with other major banks like National Australia Bank [1] Group 1: Stock Performance - Morgan Stanley maintained an "Overweight" rating for Deutsche Bank, raising its price target from EUR 39 to EUR 40, indicating a positive outlook for the bank's stock [2][5] - Deutsche Bank's stock is currently priced at $38.81, reflecting a slight increase of 0.53% or $0.21, with trading stability observed [3][5] - Over the past year, Deutsche Bank's stock has seen a high of $39.82 and a low of $17.17, indicating significant volatility [3] Group 2: Market Capitalization and Trading Activity - Deutsche Bank's market capitalization is approximately $74.16 billion, representing the total market value of its outstanding shares [4][5] - The trading volume for Deutsche Bank's stock is 1,192,035 shares, indicating active investor interest and close monitoring of the bank's performance [4][5]