MS Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: MS's strategic AI investments and robust wealth management continue to drive growth. Historical returns suggest potential upside. Elevated call volumes reinforce optimism.




Bearish Case: High implied volatility and regulatory challenges pose risks. Backwardation in the term structure signals potential uncertainty ahead.




Potential Outcomes:
50%: Growth in strategic sectors boosts price. 30%: Moderation amid balanced factors. 20%: Regulatory actions and volatility hinder performance.



May 01, 2025


Morgan Stanley Forecast

MS        Morgan Stanley











Correlated Assets

Assets that tend to move strongly with MS



JPM Forecast + Options Trading Strategies   JPM  JPMorgan Chase (0.95)


RCL Forecast + Options Trading Strategies   RCL  Royal Caribbean (0.95)


DFS Forecast + Options Trading Strategies   DFS  Discover Financial Services (0.95)


TOST Forecast + Options Trading Strategies   TOST  Toast (0.94)


IGV Forecast + Options Trading Strategies   IGV  BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector (0.93)



Uncorrelated Assets

Assets with little price relationship to MS



FDX Forecast + Options Trading Strategies   FDX  Fedex (0.01)


FEZ Forecast + Options Trading Strategies   FEZ  SPDR EURO Stoxx 50 (-0.01)


UL Forecast + Options Trading Strategies   UL  Unilever (0.01)


UUUU Forecast + Options Trading Strategies   UUUU  Energy Fuels (0.01)


ITB Forecast + Options Trading Strategies   ITB  BTC iShares U.S. Home Construction (-0.03)



Anticorrelated Assets

Assets that tend to move strongly against MS



BMRN Forecast + Options Trading Strategies   BMRN  Registered Shares (-0.76)


BCE Forecast + Options Trading Strategies   BCE  BCE (-0.76)


DVN Forecast + Options Trading Strategies   DVN  Devon Energy (-0.77)


VSAT Forecast + Options Trading Strategies   VSAT  Viasat (-0.78)


DG Forecast + Options Trading Strategies   DG  Dollar General (-0.85)









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