Morgan Stanley upgraded Celsius Holdings to 'Overweight' with a new price target of $70, and raised Microsoft Corporation's target to $625 after its shares surged over 30% following positive quarterly results. In contrast, the firm downgraded Novo Nordisk to 'Underweight', cutting its price target to $47 due to slowing prescription growth and increased competition in the GLP-1 diabetes market. These updates underscore Morgan Stanley's influential role in navigating the financial landscape amidst ongoing market volatility.
“Searching for lowest implied volatility · brought up · names like Microsoft (MSFT), Apple (AAPL), Altria (MO), and Caterpillar (CAT) · true”
“Morgan Stanley · wrote · new Sora app · as a direct competitor for consumer engagement/time/data”
“Morgan Stanley · wrote · that Sora app is a direct competitor · for consumer engagement/time/data against META, GOOGL/YouTube, TikTok, RDDT, SNAP”
“Celsius Holdings · was upgraded by · Morgan Stanley · Overweight from Equal Weight with a price target of $70, up from $61”
“Lisa Armbrust · joined · Morgan Stanley · 2009”
“Morgan Stanley · wrote that Sora app · is a direct competitor · for consumer engagement/time/data against META, GOOGL/YouTube, TikTok, RDDT, SNAP”
“Morgan Stanley · suggested · smaller companies may feel the disruption earlier”
“Morgan Stanley · noted · the new Sora app · as a direct competitor for consumer engagement/time/data against META, GOOGL/YouTube, TikTok, RDDT, SNAP and other digital platforms”
“Morgan Stanley · warned · challenging the incumbents · will not be easy”
“Morgan Stanley · argued · the bigger disruption risk · may fall on smaller players”
“Morgan Stanley · highlighted · the app’s potential role · in OpenAI’s long-term ambitions”
“Morgan Stanley · stated · this likely coming from digital advertising · with search/agentic and now video/social the canvases to capture time, engagement, data...and drive monetization”
.png&width=160)