Jim Cramer’s Game Plan: 10 Stocks in Focus

8. Morgan Stanley (NYSE:MS)

Number of Hedge Fund Holders: 64

Highlighting CoreWeave’s recent IPO that was primarily led by Morgan Stanley (NYSE:MS), Cramer remarked:

“Morgan Stanley got the CoreWeave deal done and thank heavens and done at a better price than I thought. Couldn’t be expected given how the press was hectoring the deal so much. Otherwise, there’s not all that much to celebrate in Morgan Stanley though. I keep hoping that something will fall in the capital markets, but if anything, it has just gotten worse because of the tariff issues.”

Morgan Stanley (NYSE:MS) is a financial services firm, which offers products like capital raising, financial advisory, brokerage, and investment management. Nightview Capital stated the following regarding Morgan Stanley (NYSE:MS) in its Q4 2024 investor letter:

“Finance is transforming. Technology is democratizing access, reshaping wealth management, and enabling entirely new models of investing. From algorithmic trading to digital-first advisory platforms, the sector is evolving rapidly. Investors demand smarter, more sustainable options. The potential is significant, and we are focused on companies shaping how people save, invest, and transact in the years to come.

Morgan Stanley (NYSE:MS): Core Opportunity: Morgan Stanley’s diversified business model supports robust growth across investment banking, wealth management, and investment management.

Key Highlights: Investment Banking Momentum: Revenues rose 55% YoY in Q3 to $1.5 billion, driven by market recovery and large public offerings.

Wealth Management Leadership: Record revenues of $7.2 billion, with total fee-based assets reaching $2.3 trillion.

AI Integration: Cutting-edge partnerships enhance advisor productivity and deepen client relationships.

Investment Case: Morgan Stanley offers a compelling blend of growth and resilience, with strong revenue diversification and a dominant wealth management franchise. Its forward P/E of ~14x suggests attractive valuation upside.”