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MA Stars loss for Humana baked into earnings bridge, says Morgan Stanley
19 Jul 2025 00:29 GMT
Morgan Stanley analyst Erin Wright reiterated an … to note that Humana’s earnings bridge to 2028 already assumed …
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'I'm hoping we get a pullback': Morgan Stanley's CIO says any potential tariff-fueled drop in stocks is a buying opportunity
18 Jul 2025 17:43 GMT
… highs will be choppy.
Morgan Stanley's chief investment … earnings recovery has been especially pronounced in the financials sector, which Morgan Stanley … is overweight on.
Morgan Stanley anticipates tariff impacts …
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After stock market's torrid run, earnings misses face punishment
19 Jul 2025 13:06 GMT
… day it reported earnings. Even worse, Morgan Stanley’s net revenue … that the powerful bank earnings offer an encouraging indication … Investment Management. Second-quarter earnings estimates for the S… want strong guidance, and earnings misses will be punished …
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SL Green Realty Corp. (NYSE:SLG) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:46 GMT
… (NYSE:SLG) Q2 2025 Earnings Call Transcript July 17, … s Second Quarter 2025 Earnings Results Conference Call. This … s second quarter 2025 earnings and in our supplemental … Ronald Kamdem from Morgan Stanley. Ronald Kamdem Morgan Stanley, Research Division Just …
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American Express Company (NYSE:AXP) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:45 GMT
… (NYSE:AXP) Q2 2025 Earnings Call Transcript July 18, 2025 …
American Express Company beats earnings expectations. Reported EPS is $ … a testament to the earnings power of our resilient … coming from Jeffrey Adelson of Morgan Stanley. Please go ahead.
Jeffrey …
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Ally Financial Inc. (NYSE:ALLY) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:45 GMT
… 2025
Ally Financial Inc. beats earnings expectations. Reported EPS is … Financial’s second quarter 2025 earnings call. This morning, … supplemental section of the earnings presentation. And are also … comes from Jeff Adelson with Morgan Stanley. Your line is now …
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Atlas Copco AB (OTC:ATLKY) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:45 GMT
…
Atlas Copco AB reports earnings inline with expectations. Reported … everybody, to this quarterly earnings call for the second … from Michael Harleaux from Morgan Stanley.
Michael Laurent Harleaux: … into the currency or earnings bridge with currency impact …
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Netflix, Inc. (NASDAQ:NFLX) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:34 GMT
… . (NASDAQ:NFLX) Q2 2025 Earnings Call Transcript July 17, 2025 …
Netflix, Inc. beats earnings expectations. Reported EPS is $7 … to the Netflix Q2 2025 Earnings Interview. I’m Spencer … comes from Ben Swinburne of Morgan Stanley. 1% engagement growth year- …
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Wal-Mart de México, S.A.B. de C.V. (OTC:WMMVY) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:34 GMT
… V. (OTC:WMMVY) Q2 2025 Earnings Call Transcript July 18, 2025 … from Mr. Andrew Ruben from Morgan Stanley.
Ignacio Caride: You’re on … have always disclosed in the earnings releases and you see there … in the earnings releases, the Bait active users …
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Bank of America Corporation (NYSE:BAC) Q2 2025 Earnings Call Transcript
19 Jul 2025 12:34 GMT
… of America Corporation beats earnings expectations. Reported EPS is … quarter results. Our earnings release documents are available … revenue growth, earnings and returns. These earnings are — second … to Betsy Graseck with Morgan Stanley.
Betsy Graseck: Two …