Morgan Stanley (NYSE: MS) reports Q3 FY2026 total net revenues above $18.5 billion in its quarterly report (October 14, 2026, confirmed by Morgan Stanley Investor Relations or Bloomberg by October 15, 2026)
Hit
✦ AI-generated prediction
Published on 30. September 2026
·
Predicted for 14. October 2026
·
Based on: Historical Cycle
Morgan Stanley reported Q2 FY2026 total net revenues of $21.3B (consensus: $19.62B, beat: +$1.68B). The Q3 EPS consensus stands at ~$3.13 — with ~1.6B shares outstanding, this implies net income of ~$5.0B and revenues of ~$18–20B. Favorable conditions: S&P 500 at 7,670 (+9% YTD, strong wealth management fees), Fed rates at 3.75–4.00% (strong net interest margin), continued investment banking and M&A recovery. The $18.5B threshold sits ~13% below Q2 and slightly below implied consensus — set conservatively to price in seasonal Q3 cooling. No direct Polymarket/Kalshi market available; Goldman Sachs prediction (>$17B, Oct 13) as industry barometer.
Data basis for this prediction
- Morgan Stanley Q2 FY2026: Nettoerlöse 21,3 Mrd. USD (vs. Konsensus 19,62 Mrd.), EPS 3,46 USD (Morgan Stanley IR, Juli 2026)
- Morgan Stanley Q3 FY2026 EPS-Konsensus: ~3,13 USD (Bloomberg Consensus, September 2026)
- S&P 500 Q3-Schluss: 7.670,84 Punkte (+9 % YTD) (Yahoo Finance, 29. September 2026)
- Federal Reserve Leitzins: 3,75–4,00 % (Federal Reserve, 16. September 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Morgan Stanley meldete am 14. Oktober 2026 Gesamtnettoerlöse von 20,3 Milliarden USD für Q3 2026 – deutlich über der Schwelle von 18,5 Milliarden USD. Das entspricht einem Anstieg von 11,5 % gegenüber dem Vorjahreszeitraum (18,2 Mrd. USD) und übertraf die Wall-Street-Schätzungen. Quellen: SEC Form 8-K (https://www.sec.gov/Archives/edgar/data/0000895421/000089542126000288/a3q26msearningsrelease.htm), TradingView (https://www.tradingview.com/news/tradingview:ce254afd2785a:0-morgan-stanley-reports-q3-2026-net-revenues-20-3b-eps-3-03-rotce-22-6/).
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.