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Morgan Stanley price target raised to $157 from $122 at JPMorgan

JPMorgan raised the firm’s price target on Morgan Stanley (MS) to $157 from $122 and keeps a Neutral rating on the shares. The firm has been positive on global investment banks for a while now, noting such banks have seen material EPS upgrades and multiple expansion. While JPMorgan is willing to pay a premium for Tier 1 players like Goldman Sachs (GS) and Morgan Stanley, the current valuation of 14x for Goldman and 15.2x for Morgan Stanley on its 2027 forecasts looks too high a premium of roughly 80% versus European IBs, the analyst tells investors in a research note. The firm continues with its preference for Goldman Sachs and Morgan Stanley in the U.S.

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