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News 2026-09-22 07:38 UTC

Morgan Stanley downgrades Ericsson to underweight on margins and AI gap

Morgan Stanley downgraded Ericsson to “underweight” from “equal-weight”, citing shrinking North American revenue, falling margins, and Ericsson’s lack of direct AI exposure versus peers. The broker cut its PT by 5% to SEK 90 and expects lower earnings, projecting flat RAN demand as telcos stay conservative on mobile ca

News 2026-09-11 21:14 UTC

Morgan Stanley Downgrades Novo Nordisk to Sell on Lilly Competition

Novo Nordisk A/S (NVO, Financials), the Danish drugmaker behind Wegovy and Ozempic, is facing a problem that may arrive well before its patent cliff.Morgan Stanley downgraded the stock to Sell after its latest survey suggested Eli Lilly could keep taking share in the fast-growing obesity and diabet…