Morgan Stanley

Tata Power Q3 Results LIVE: Profit Rises, Revenue & EBITDA Under Pressure

Feb 05, 2026, 07:57 PM IST

In Business Today's "What's Hot," anchor Sakshi Batra analyzes sharp volatility in precious metals amid a fresh crash in silver prices on MCX. Silver plunges ~9% intraday, falling below $75/oz globally and to ₹2.44 lakh/kg, after testing ₹4.8 lakh highs earlier - driven by heavy profit-booking, margin calls, speculative unwind, and reduced geopolitical fears. Abhishek Basumallick views the parabolic rally as unsustainable; silver lacks gold's central bank/fundamental support, facing more downside risk. He advises caution - prefer gold over silver for stability if holding metals, with potential further consolidation/correction before recovery. Avoid aggressive buys; focus on long-term fundamentals. Markets remain range-bound (Nifty ~25,780, mildly higher) despite US-India trade deal sentiment fade - uncertainty on fine print, IT selloff from Anthropic AI tools, and mixed Q3 earnings. Defense stocks like HAL tumble 12%+ on exclusion from stealth program and Morgan Stanley downgrade. Trent margins beat via efficiencies but growth slowdown concerns persist. Tata Power Q3 mixed but renewables/rooftop strong; management optimistic on FY27 growth, Odisha DISCOM turnaround, EV charging expansion.

HAL shares plunge 6%, 2-day fall at 12%; here’s why, target prices for PSU defence stock

Feb 05, 2026, 10:53 AM IST

HAL shares fell 6.28 per cent to hit a low of Rs 3,952. The scrip had fallen 5.7 per cent in the previous session. Morgan Stanley has reportedly cut its target price to Rs 3,355 on the stock.

Bajaj Finance Q3: Profit falls on higher provisions, labour code; Morgan Stanley says this

Feb 04, 2026, 08:30 AM IST

Bajaj Finance: Net profit slipped 6% to Rs 3,978 crore for the October-December quarter from the Rs 4,246.54 crore profit reported in the same period of the previous financial year.

Morgan Stanley constructive on Indian stocks post Budget 2026, prefers 3 themes

Feb 02, 2026, 10:04 AM IST

Morgan Stanley said the early mention of “semiconductors” in the Budget speech signals a clear shift in the government’s priorities, highlighting India’s push into AI, advanced manufacturing, and strategic sectors.

Syrma SGS shares surge 11% as Q3 results beat estimates

Jan 30, 2026, 12:27 PM IST

Syrma SGS surged to an intraday high of ₹802, up 10.8% on Friday post Q3 earnings.

Budget 2026: Morgan Stanley says stock market sceptical, shares strategy

Jan 16, 2026, 11:01 AM IST

Morgan Stanley said key things to watch are the extent of fiscal consolidation, capex, and sector-level actions. Of particular interest will be capital market reforms to encourage a revival in FPI flows.

Trent shares tumble 10% in two days as Q3 revenue growth falls below expectations

Jan 07, 2026, 01:24 PM IST

Trent shares reached an intraday low of Rs 3,988, close to their 52-week low of Rs 3,931.

Tactical stock idea: Morgan Stanley sees further rerating on Aditya Birla Capital

Jan 07, 2026, 03:55 PM IST

Morgan Stanley said the Aditya Birla Capital stock has done well in 2025 but there is scope for further re-rating on sustained execution.

European banks may cut over 200,000 jobs by 2030 because of AI: Morgan Stanley report

Jan 05, 2026, 06:04 PM IST

European banks are under pressure from investors to reduce costs and improve returns, which continue to lag behind their US counterparts.

Avenue Supermarts shares fall on Q3 business updates, more details

Jan 05, 2026, 11:36 AM IST

Avenue Supermarts' Q3 revenue rose 13% year-on-year but missed estimates.

Accenture Results Spark Fresh Buzz In IT, Early Turn Or Just A Bounce?

Dec 19, 2025, 08:06 PM IST

Strong Q1 results from Accenture have brought Indian IT stocks back into focus after a long phase of underperformance. Accenture reported 6% YoY revenue growth, steady FY26 guidance, and a sharp 76% jump in AI bookings, helping revive global tech sentiment. However, experts remain cautious, noting that discretionary spending remains weak and GenAI adoption is yet to meaningfully lift overall IT budgets, a view echoed by Jefferies. Currency volatility, stretched AI valuations, and global macro risks also cap enthusiasm. Meanwhile, Morgan Stanley sees limited near-term impact from HCL Tech’s latest acquisition. While large-cap IT may stay range-bound, the view is that midcap IT stocks could outperform once demand visibility improves, even as domestic manufacturing remains the preferred overweight theme.