Morgan Stanley reiterates Americas stock calls across multiple sectors
roundup of Morgan Stanley equity research: WMG $36 PT, AVGO $505 PT, SNOW $470 PT, GLXY $48 PT, CVNA $90 PT, LII $375 PT, plus OW calls including estimate raises and ERCOT-related timing risks.
3 September 2026 WMG: $36 PT; Upside At Current Levels Given >$30/Sh Catalogue Value; OW Top Pick AVGO: $505 PT; Impressive F3Q; Robust Growth With Compelling Valuation; OW SNOW: $470 PT; 2Q Clears High Bar With Line Of Sight To 40% Growth In 2H; OW GLXY: $48 PT; Raise Est On Back Of New Sites; NT Risk In ERCOT Delays; OW CVNA: $90 PT; Remain Convicted In Share Gain & EBITDA/Unit Growth Flywheel; OW LII: $375 PT; Guide Calls For 2H Beats; Caution On Delivery Given Stacking Risks; UW ACAD: $28 PT; Ph2 Trial Preview; Looking For Dose & Safety For Seamless Ph3; EW Diversified Financials: Industry View To Attractive On Tech Change In Cap Markets