{"id":48772,"date":"2026-04-15T11:35:32","date_gmt":"2026-04-15T11:35:32","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/15\/morgan-stanley-flags-2-stocks-with-most-upside-potential-in-2026\/"},"modified":"2026-04-15T11:35:32","modified_gmt":"2026-04-15T11:35:32","slug":"morgan-stanley-flags-2-stocks-with-most-upside-potential-in-2026","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/15\/morgan-stanley-flags-2-stocks-with-most-upside-potential-in-2026\/","title":{"rendered":"Morgan Stanley flags 2 stocks with most upside potential in 2026"},"content":{"rendered":"
<\/div>\n

Wall Street\u2019s latest bullish turn is becoming more selective.<\/p>\n

As US stocks push back toward record territory after absorbing a bruising spell of geopolitical anxiety, Morgan Stanley is steering investors away from blanket optimism.<\/p>\n

The bank is highlighting names where it sees a clearer mismatch between market sentiment and underlying business strength.<\/p>\n

That is the backdrop for the bank\u2019s latest 2026 \u201ctop pick\u201d call, which centers on Intuit and Equinix, two very different companies, but that still offer meaningful upside.<\/p>\n

Morgan Stanley strategist Michael Wilson continues to view the selloff as more of a correction than a prolonged downturn, while the S&P 500 has rebounded sharply from its late-March low<\/a> and finished April 14 just 0.2% below its January record.<\/p>\n

Why Morgan Stanley is making this call now<\/h2>\n

The timing matters as markets have spent weeks wrestling with the fallout from the Middle East conflict.<\/p>\n

Yet the tone on Wall Street has shifted as earnings expectations have held up better than feared and oil has come off its peaks.<\/p>\n

Morgan Stanley still favors cyclical sectors and quality growth stocks, arguing that improving earnings growth and healthier valuations show that recent weakness was not the start of a bear market.<\/p>\n

In that environment, the bank\u2019s latest stock calls read like a search for companies where the next catalyst is visible, and the valuation case remains compelling.<\/p>\n

Intuit stock: A contrarian reset with the biggest upside<\/h2>\n

Intuit is the more aggressive of the two calls, and the one with the sharper recovery angle.<\/p>\n

Morgan Stanley analyst Keith Weiss has elevated the financial software group to \u201cTop Pick,\u201d arguing that the selloff tied to fears of AI disruption has gone too far.<\/p>\n

The bull case rests on a mix of depressed sentiment and near-term catalysts, including continued momentum in TurboTax, Assisted Tax, and the company\u2019s midmarket accounting and services push.<\/p>\n

Intuit\u2019s own results give that view some support: in fiscal second quarter 2026, the company reported revenue of $4.7 billion, up 17% from a year earlier.<\/p>\n

The non-GAAP diluted earnings per share rose 25% to $4.15.<\/p>\n

Consumer revenue climbed 15%, with Credit Karma up 23% and TurboTax up 12%.<\/p>\n

Morgan Stanley\u2019s $580 price target implies about 58% upside from the current share price of $366.80.<\/p>\n

Equinix: The steadier infrastructure compounder<\/h2>\n

Equinix offers a very different kind of upside.<\/p>\n

Rather than a bruised growth name waiting for sentiment to recover, it is being pitched as a durable infrastructure winner tied to the long buildout in AI.<\/p>\n

Morgan Stanley analyst Cameron McVeigh<\/a> has named the data-center REIT a top pick, citing strong long-term fundamentals.<\/p>\n

He expects near double-digit revenue and AFFO-per-share growth from 2026 to 2029, driven by new capacity and rising interconnection demand.<\/p>\n

In its latest reported quarter, Equinix posted fourth-quarter 2025 revenue of $2.42 billion, up 7% year over year, while diluted AFFO per share rose to $8.91 from $7.92 a year earlier.<\/p>\n

The company expects full-year 2026 revenue of $10.123 billion to $10.223 billion and AFFO growth of 11% to 13%.<\/p>\n

Equinix also says it serves more than 10,500 customers through a global platform of 280-plus data centers, underscoring the scale and stickiness of its colocation franchise.<\/p>\n

Morgan Stanley\u2019s $1,250 target implies about 18% upside from the current price of $1,057.37.<\/p>\n

The post Morgan Stanley flags 2 stocks with most upside potential in 2026<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Wall Street\u2019s latest bullish turn is becoming more selective. As US stocks push back toward record territory after absorbing a bruising spell of geopolitical anxiety, Morgan Stanley is steering investors away from blanket optimism. The bank is highlighting names where it sees a clearer mismatch between market sentiment and underlying business strength. That is the <\/p>\n","protected":false},"author":1,"featured_media":48773,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-48772","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48772","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=48772"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48772\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/48773"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=48772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=48772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=48772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}