Morgan Stanley has revised its price targets and ratings for multiple companies, highlighting emerging opportunities and risks in the market. It set a bullish target of $132 for Wynn Resorts, citing an improved outlook for the UAE market, while downgrading Archer-Daniels-Midland to Underweight as a cautionary measure. The firm also upgraded defense contractors General Dynamics and L3Harris Technologies, reflecting their solid positioning, but warned of potential downside risks for tech firms like Datadog and GitLab ahead of 2026 earnings guidance. Overall, Morgan Stanley indicates a more cautious approach is necessary for profitability amidst shifting consumer dynamics in e-commerce.
“Morgan Stanley · set a target for Wynn Resorts at · $132 · reflecting upgraded UAE market sizing”
“Morgan Stanley · has flagged · four U.S. software companies · could face downside risk when they issue initial guidance for 2026”
“Morgan Stanley · said · consensus expectations · are set up more attractively than prior years”
“Morgan Stanley · identified · Datadog and PagerDuty · as the names facing the clearest risks”
“Morgan Stanley · assigns · additional risk from upcoming pricing headwind and likely greater conservatism · to GitLab and UiPath”
“Morgan Stanley · feels · 2026 estimates · look at least achievable for several peers”
“Morgan Stanley · added · Appian and JFrog · are best positioned to guide inline to above current consensus estimates”
“Morgan Stanley · said · the picture for 2026 · is less onerous than in 2025”
“Morgan Stanley · Aflac target · per share · $118”
“Morgan Stanley · downgraded · Archer-Daniels-Midland · from Equalweight to Underweight”
“Morgan Stanley · upgraded · Rollins (ROL) · Overweight from Equal Weight with a price target of $72, up from $58”
“Morgan Stanley · trimmed its price target on · AXON · $713”
