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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Devin Ryan | Citizens JMP Securities | 10 | 0% |
| Ebrahim Poonawala | Bank of America | 10 | 20% |
| Glenn Schorr | Evercore ISI | 10 | 10% |
| Dan Fannon | Jefferies | 10 | 0% |
| Mike Mayo | Wells Fargo | 8 | 38% |
| Steve Chubak | Wolfe Research | 7 | 14% |
| Erika Najarian | UBS | 4 | 0% |
| Brennan Hawken | BMO Capital Markets | 4 | 0% |
| Gerard Cassidy | RBC Capital Markets | 4 | 0% |
| Christian Bolu | Autonomous Research | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 10 | 0% |
| Bank of America | 1 | 10 | 20% |
| Citizens JMP Securities | 1 | 10 | 0% |
| Evercore ISI |
| 1 |
| 10 |
| 10% |
| Wells Fargo | 1 | 8 | 38% |
| Wolfe Research | 1 | 7 | 14% |
| RBC Capital Markets | 1 | 4 | 0% |
| UBS | 1 | 4 | 0% |
Morgan Stanley posted record quarterly revenue of $20.6 billion with record EPS of $3.43 (ex-DVA), as advisory revenue surged with M&A broadening globally and equities delivered another record quarter alongside post-crisis high fixed income results. The firm does not provide formal forward guidance; management highlighted $118 billion in net new assets and $54 billion in fee-based flows, while positioning Asia expansion and the emerging private credit market as incremental growth vectors.
Demand | Competitive Dynamics | Revenue Growth | Capital Allocation | Margin | Macroeconomic | Regulation Policy | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 5 | 2 | 2 | 1 | 1 | 1 |
| 2025Q1 | 5 | 7 | 1 | 2 | 1 | 5 | 2 | 3 |
| 2025Q2 | 2 | 2 | 2 | 4 | 1 | 3 | 2 | |
| 2025Q3 | 5 | 4 | 4 | 3 | 2 | 3 | 1 | |
| 2025Q4 | 2 | 3 | 2 | 4 | 1 | |||
| 2026Q1 | 4 | 3 | 4 | 4 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 5 | 2 | 5 | 4 | |
| Competitive Dynamics | 3 | 7 | 2 | 4 | 2 | 3 |
| Revenue Growth | 5 | 1 | 2 | 4 | 3 | 4 |
| Capital Allocation | 2 | 2 | 4 | 3 | 2 | 4 |
| Margin | 2 | 1 | 2 | 4 | 2 | |
| Macroeconomic | 1 | 5 | 1 | 3 | ||
| Regulation Policy | 1 | 2 | 3 | 1 | 1 | 2 |
| Credit | 1 | 3 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MS Morgan Stanley | 9 | +18.8% | |
| GS The Goldman Sachs Group, Inc. | 7 | +13.9% | |
| HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| RJF Raymond James Financial | 7 | +12.4% | |
| SCHW Charles Schwab Corporation | 9 | +9.8% |