MSCI (NYSE:MSCI) 株価情報

MSCI

MSCI has described its mission as enabling investors to build better portfolios for a better world. MSCI's largest and most profitable segment is its index segment, where it provides benchmarking to asset managers and asset owners. In addition, it boasts over $1.7 trillion in ETF assets linked to MSCI indexes. The MSCI analytics segment provides portfolio management and risk management analytics software to asset managers and asset owners. MSCI's all other segment was broken out into ESG and climate and private assets segments in 2021. In ESG and climate, MSCI provides ESG data to the investment industry. In private assets, MSCI provides real restate reporting, market data, benchmarking, and analytics to investors and real estate managers.

MSCI Inc

In the current market session, MSCI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) share price is at $541.15, after a 0.50% spike. Moreover, over the past month, the stock decreased by 2.83%, but in the past year, increased by 19.13%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1745420427_0_0.png" alt="Past Year Chart" />

<h3>How Does MSCI P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of 27.69 in the Capital Markets industry, MSCI Inc. has a higher P/E ratio of 37.03. Shareholders might be inclined to think that MSCI Inc. might perform better than its industry group. It's also possible that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1745420427_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

News

Intraday Update

Markets

A Look Into MSCI Inc's Price Over Earnings

Evercore ISI Group analyst David Motemeden maintains MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Outperform and lowers the price target from $673 to $631.

Price Target

Analyst Ratings

Evercore ISI Group Maintains Outperform on MSCI, Lowers Price Target to $631

MSCI Inc&nbsp;(NYSE:&nbsp;MSCI)&nbsp;reported <a href="https://www.benzinga.com/pressreleases/25/04/b44918008/msci-reports-financial-results-for-first-quarter-2025" target="_blank" rel="noreferrer noopener">fiscal 2025 first-quarter</a> results Tuesday. The quarterly revenue grew by 9.7% year-on-year to $745.8 million, topping the&nbsp;analyst consensus estimate of $744.2 million.&nbsp;
The adjusted EPS of $4.00 beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate of $3.91</a>.
The total&nbsp;run rate on&nbsp;March 31, 2025, rose 9.3%&nbsp;Y/Y&nbsp;to $2.98 billion.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44801588/bofa-sees-mostly-inline-q1-for-industrials-highlights-3m-jci-ge-vernova-as-top-picks" rel="noreferrer noopener">BofA Sees Mostly Inline Q1 For Industrials, Highlights 3M, JCI, GE Vernova As Top Picks</a>
The organic&nbsp;recurring subscription run rate growth was 8.2%. The retention rate was 95.3% compared to 92.8% last year.
The investment research firm's index operating revenues rose 12.8% Y/Y to $421.7 million, aided by higher recurring subscription revenues and asset-based fees.
Analytics operating revenues increased 5.0%&nbsp;Y/Y&nbsp;to $172.2 million, driven by higher recurring subscription revenues from equity and multi-asset class analytics products.
Sustainability and climate operating revenues (previously known as ESG and climate operating revenues) grew 8.6%&nbsp;Y/Y&nbsp;to $84.6 million, driven by solid growth in&nbsp;ratings and climate products.
All&nbsp;Other&nbsp;–&nbsp;private assets&nbsp;operating revenues improved by 4.7% Y/Y to $67.3 million.
Margin:&nbsp;The operating margin improved from 49.9% to 50.6%. The adjusted EBITDA margin improved from 56.4% to 57.1%.
MSCI generated $268.9 million in free cash flow and held $360.7 million in cash and equivalents&nbsp;as of March 31, 2025.
Chair and CEO Henry A. Fernandez expects deep client relationships, differentiated capabilities, and a resilient business model to weather periods of global turmoil, which are also when its clients rely on it the most.
FY25 Outlook:&nbsp;MSCI&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43302537/msci-q4-earnings-beats-eps-estimates-boosts-dividend-125-esg-and-index-revenues-drive-growth-higher-margins-and-14-billion-free-cash-flow-projection" rel="noreferrer noopener">reiterated operating expenses</a>&nbsp;of $1.405 billion– $1.445 billion, capex of $115–$125 million, and free cash flow of <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">$1.40 billion–$1.46&nbsp;billion</a>.
Price Action: MSCI stock is down 1% at $527.71 at last check Tuesday.
Read Next:
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</ul>
Photo: Shutterstock

Earnings

Guidance

MSCI Builds Momentum With Q1 Beat, Confidence In Long-Term Demand

MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) reported quarterly earnings of $4.00 per share which beat the analyst consensus estimate of $3.91 by 2.3 percent. This is a 13.64 percent increase over earnings of $3.52 per share from the same period last year. The company reported quarterly sales of $745.826 million which beat the analyst consensus estimate of $744.217 million by 0.22 percent. This is a 9.69 percent increase over sales of $679.965 million the same period last year.

Earnings Beats

MSCI Q1 2025 Adj. EPS $4.00 Beats $3.91 Estimate, Sales $745.826M Beat $744.217M Estimate

<h3>Companies Reporting Before The Bell</h3>
• Valmont Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMI#NYSE">VMI</a>) is estimated to report quarterly earnings at $4.36 per share on revenue of $976.14 million. 
• Herc Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRI#NYSE">HRI</a>) is expected to report quarterly earnings at $2.21 per share on revenue of $847.18 million. 
• Peoples Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEBO#NASDAQ">PEBO</a>) is expected to report quarterly earnings at $0.73 per share on revenue of $113.55 million. 
• Mercantile Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBWM#NASDAQ">MBWM</a>) is likely to report quarterly earnings at $1.19 per share on revenue of $57.70 million. 
• Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) is expected to report quarterly earnings at $6.34 per share on revenue of $17.79 billion. 
• Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) is likely to report quarterly earnings at $1.85 per share on revenue of $1.95 billion. 
• RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) is projected to report quarterly earnings at $1.35 per share on revenue of $19.79 billion. 
• Verizon Communications (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) is estimated to report quarterly earnings at $1.15 per share on revenue of $33.23 billion. 
• Moodys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCO#NYSE">MCO</a>) is estimated to report quarterly earnings at $3.54 per share on revenue of $1.88 billion. 
• Kimberly-Clark (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>) is estimated to report quarterly earnings at $1.89 per share on revenue of $4.88 billion. 
• Genuine Parts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPC#NYSE">GPC</a>) is estimated to report quarterly earnings at $1.68 per share on revenue of $5.83 billion. 
• Pentair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNR#NYSE">PNR</a>) is estimated to report quarterly earnings at $1.01 per share on revenue of $988.89 million. 
• Quest Diagnostics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGX#NYSE">DGX</a>) is expected to report quarterly earnings at $2.15 per share on revenue of $2.63 billion. 
• Halliburton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) is estimated to report quarterly earnings at $0.60 per share on revenue of $5.28 billion. 
• MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) is projected to report quarterly earnings at $3.91 per share on revenue of $744.21 million. 
• Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) is projected to report quarterly earnings at $6.26 per share on revenue of $9.93 billion. 
• 3M (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) is expected to report quarterly earnings at $1.77 per share on revenue of $5.75 billion. 
• Equifax (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EFX#NYSE">EFX</a>) is projected to report quarterly earnings at $1.40 per share on revenue of $1.42 billion. 
• PulteGroup (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>) is expected to report quarterly earnings at $2.42 per share on revenue of $3.82 billion. 
• GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) is estimated to report quarterly earnings at $1.26 per share on revenue of $9.00 billion. 
• Elevance Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELV#NYSE">ELV</a>) is projected to report quarterly earnings at $11.38 per share on revenue of $46.29 billion. 
• Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>) is estimated to report quarterly earnings at $1.67 per share on revenue of $4.56 billion. 
• Danaher (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) is expected to report quarterly earnings at $1.64 per share on revenue of $5.58 billion. 
• Lotus Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LOT#NASDAQ">LOT</a>) is estimated to report earnings for its fourth quarter. 
• United Community Banks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UCB#NYSE">UCB</a>) is projected to report quarterly earnings at $0.56 per share on revenue of $247.09 million. 
• Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) is likely to report quarterly earnings at $0.38 per share on revenue of $1.11 billion. 
• Iridium Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRDM#NASDAQ">IRDM</a>) is estimated to report quarterly earnings at $0.28 per share on revenue of $211.78 million. 
• Hope Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOPE#NASDAQ">HOPE</a>) is expected to report quarterly earnings at $0.19 per share on revenue of $114.97 million. 
• Dime Community Bancshares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DCOM#NASDAQ">DCOM</a>) is expected to report quarterly earnings at $0.58 per share on revenue of $105.70 million. 
• Old National (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONB#NASDAQ">ONB</a>) is estimated to report quarterly earnings at $0.43 per share on revenue of $478.24 million. 
<h3>Companies Reporting After The Bell</h3>
• SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) is expected to report quarterly earnings at $1.42 per share on revenue of $9.07 billion. 
• Capital One Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) is projected to report quarterly earnings at $3.75 per share on revenue of $10.06 billion. 
• Chubb (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>) is estimated to report quarterly earnings at $3.22 per share on revenue of $11.22 billion. 
• Orrstown Financial Servs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORRF#NASDAQ">ORRF</a>) is estimated to report quarterly earnings at $0.93 per share on revenue of $54.62 million. 
• Pathward Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASH#NASDAQ">CASH</a>) is expected to report quarterly earnings at $2.78 per share on revenue of $259.27 million. 
• First Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRBA#NASDAQ">FRBA</a>) is expected to report quarterly earnings at $0.39 per share on revenue of $32.78 million. 
• Renasant (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RNST#NYSE">RNST</a>) is expected to report quarterly earnings at $0.61 per share on revenue of $170.28 million. 
• Steel Dynamics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>) is estimated to report quarterly earnings at $1.85 per share on revenue of $4.24 billion. 
• Intuitive Surgical (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) is estimated to report quarterly earnings at $1.73 per share on revenue of $2.19 billion. 
• EQT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) is likely to report quarterly earnings at $0.91 per share on revenue of $2.00 billion. 
• Packaging Corp of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>) is estimated to report quarterly earnings at $2.22 per share on revenue of $2.12 billion. 
• PennyMac Financial Servs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFSI#NYSE">PFSI</a>) is expected to report quarterly earnings at $2.82 per share on revenue of $517.92 million. 
• PennyMac Mortgage IT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PMT#NYSE">PMT</a>) is expected to report quarterly earnings at $0.39 per share on revenue of $92.33 million. 
• QCR Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCRH#NASDAQ">QCRH</a>) is expected to report quarterly earnings at $1.51 per share on revenue of $94.26 million. 
• Hanmi Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAFC#NASDAQ">HAFC</a>) is expected to report quarterly earnings at $0.57 per share on revenue of $63.43 million. 
• Monarch Casino &amp; Resort (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCRI#NASDAQ">MCRI</a>) is likely to report quarterly earnings at $1.03 per share on revenue of $123.82 million. 
• Pegasystems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEGA#NASDAQ">PEGA</a>) is expected to report quarterly earnings at $0.50 per share on revenue of $357.20 million. 
• Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) is likely to report quarterly earnings at $0.48 per share on revenue of $6.52 billion. 
• Zurn Elkay Water Solns (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZWS#NYSE">ZWS</a>) is estimated to report quarterly earnings at $0.29 per share on revenue of $383.55 million. 
• Usana Health Sciences (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USNA#NYSE">USNA</a>) is expected to report quarterly earnings at $0.74 per share on revenue of $243.08 million. 
• Veritex Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VBTX#NASDAQ">VBTX</a>) is expected to report quarterly earnings at $0.51 per share on revenue of $110.68 million. 
• Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) is expected to report quarterly earnings at $0.76 per share on revenue of $361.15 million. 
• First Busey (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUSE#NASDAQ">BUSE</a>) is expected to report quarterly earnings at $0.50 per share on revenue of $117.56 million. 
• West Fraser Timber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFG#NYSE">WFG</a>) is expected to report quarterly earnings at $0.56 per share on revenue of $1.53 billion. 
• Weatherford International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WFRD#NASDAQ">WFRD</a>) is likely to report quarterly earnings at $0.89 per share on revenue of $1.21 billion. 
• Range Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RRC#NYSE">RRC</a>) is projected to report quarterly earnings at $0.89 per share on revenue of $803.02 million. 
• Agree Realty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADC#NYSE">ADC</a>) is expected to report quarterly earnings at $1.05 per share on revenue of $166.00 million. 
• National Bank Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NBHC#NYSE">NBHC</a>) is likely to report quarterly earnings at $0.75 per share on revenue of $107.47 million. 
• Brandywine Realty Tr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDN#NYSE">BDN</a>) is projected to report quarterly earnings at $0.16 per share on revenue of $119.45 million. 
• MIND Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MIND#NASDAQ">MIND</a>) is expected to report quarterly earnings at $0.18 per share on revenue of $12.20 million. 
• Manhattan Associates (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MANH#NASDAQ">MANH</a>) is estimated to report quarterly earnings at $1.13 per share on revenue of $273.47 million. 
• Trustmark (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRMK#NASDAQ">TRMK</a>) is estimated to report quarterly earnings at $0.82 per share on revenue of $195.35 million. 
• Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is estimated to report quarterly earnings at $0.46 per share on revenue of $22.46 billion. 
• East West Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EWBC#NASDAQ">EWBC</a>) is expected to report quarterly earnings at $2.06 per share on revenue of $652.47 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

BUSE

CASH

DCOM

streetTRACKS Dow Jones U.S. Large Cap Value Index Fund

ENPH

EWBC

FRBA

HAFC

HOPE

IRDM

ISRG

MANH

MBWM

MCRI

MIND

NBHC

NTRS

ORRF

PEBO

PEGA

PFSI

QCRH

RNST

STLD

TRMK

TSLA

USNA

VBTX

WFRD

Earnings Scheduled For April 22, 2025

MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) is preparing to release its quarterly earnings on Tuesday, 2025-04-22. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect MSCI to report an earnings per share (EPS) of $3.93.
The announcement from MSCI is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Historical Earnings Performance</h3>
The company's EPS beat by $0.23 in the last quarter, leading to a 0.39% drop in the share price on the following day.
Here's a look at MSCI's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>3.95</td>
<td>3.77</td>
<td>3.55</td>
<td>3.45</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>4.18</td>
<td>3.86</td>
<td>3.64</td>
<td>3.52</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-0.0%</td>
<td>-2.0%</td>
<td>-2.0%</td>
<td>4.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745244082_0.png" alt="eps graph" />
<h3>Tracking MSCI's Stock Performance</h3>
Shares of MSCI were trading at $546.89 as of April 18. Over the last 52-week period, shares are up 21.53%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<a href="https://www.benzinga.com/quote/MSCI/earnings">To track all earnings releases for MSCI visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Outlook For MSCI

MSCI And Moody's Join Forces To Deliver Independent Risk Insights For Private Credit Investors

JP Morgan analyst Alexander Hess maintains MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Overweight and lowers the price target from $680 to $650.

JP Morgan Maintains Overweight on MSCI, Lowers Price Target to $650

RBC Capital analyst Ashish Sabadra reiterates MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Outperform and maintains $675 price target.

Reiteration

RBC Capital Reiterates Outperform on MSCI, Maintains $675 Price Target

Wells Fargo analyst Jason Haas maintains MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Equal-Weight and lowers the price target from $532 to $530.

Wells Fargo Maintains Equal-Weight on MSCI, Lowers Price Target to $530

B of A Securities analysts Andrew Obin and Sabrina Abrams shared their expectations for industrial stocks <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">ahead of first-quarter earnings</a>.
The analysts project the earnings to be a beat or at par, which is expected to be supported by strong second-quarter performances from industrial distributors like Fastenal Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FAST#NASDAQ">FAST</a>) and MSCI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>).
The analyst adds that a key risk is that investors won&#8217;t see any &#8220;bad&#8221; news, negative surprises, or downward estimate revisions until the second-quarter earnings season. He projects companies maintaining or lowering 2025 guidance.
Obin and Abrams anticipate capital expenditure and operating expense decisions to be made in the mid-to-late second quarter, positioning the third quarter as a potential earnings trough.
In particular, they foresee increased U.S. investment, particularly in areas with lower labor intensity and established supply chain infrastructure that can be scaled efficiently.
The analyst says that pricing power remains a potential upside risk to the outlook, while a broader economic downturn could weigh on results.
Following the April 9 announcement of a 90-day pause on reciprocal tariffs, the analysts are proactively reducing the estimates due to elevated uncertainty and the continuation of established tariffs (minimum 10%, with<a href="https://www.benzinga.com/news/25/04/44779286/trumps-tariff-pause-stirs-markets-goldman-sachs-reverses-recession-call-and-more-this-week-in-economy"> some as high as 145% on Chinese imports)</a>.
They lowered the second-quarter adjusted EPS forecast by 9%, the full-year 2025 forecast by 6%, and the 2026 forecast by 3.5%.
Overall, the analysts revised the price forecast for 22 companies in the sector ahead of the earnings season.
Obin and Abrams named 3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>), Johnson Controls International plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) and GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) as their top picks.
3M: They lowered the price forecast from $179 to $170 (with a Buy rating) and project margin upside driven by <a target="_blank" href="https://www.benzinga.com/quote/mmm/analyst-ratings" rel="noreferrer noopener">ongoing cost reduction initiatives</a>.
For the first quarter, Obin and Abrams forecast adjusted EPS of $1.73 (slightly below consensus of $1.75) and organic revenue growth of 1.4% (vs consensus of 1.8%).
Johnson Controls: The analysts slashed the price forecast from $100 to $95 and wrote that the company remains <a href="https://www.benzinga.com/quote/jci/analyst-ratings" target="_blank" rel="noreferrer noopener">a portfolio transformation story.</a> They estimate quarterly adjusted EPS of $0.79 (in line with consensus).
GE Vernova: The analysts see a price <a target="_blank" href="https://www.benzinga.com/quote/GEV/analyst-ratings" rel="noreferrer noopener">forecast of $485 at a Buy rating</a>.
They believe the company stands out for delivering some of the strongest earnings growth in their coverage despite lingering concerns about slower data center electricity demand.
The analysts expect decent first-quarter orders (but not huge) and a potential upside from margins.
They estimate the first-quarter adjusted EBITDA of $0.3 billion (in line with the Visible Alpha consensus), with 2% year-over-year revenue growth (6% on an organic basis) and adjusted EPS of $0.08.
Read Next:
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<li><a href="https://www.benzinga.com/news/large-cap/25/04/44778503/consumer-tech-news-april-7-april-11-us-president-puts-90-days-pause-on-tariffs-microsoft-may-cut-jobs-more" target="_blank" rel="noreferrer noopener">Consumer Tech News (April 7-April 11): US President Puts 90-Day Pause On Tariffs, Microsoft May Cut Jobs &amp; More</a></li>
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Photo: Shutterstock

Equities

Large Cap

FAST

BofA Sees Mostly Inline Q1 For Industrials, Highlights 3M, JCI, GE Vernova As Top Picks

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>B of A Securities analyst Joshua Dennerlein initiated coverage on MSCI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Neutral rating and announced a price target of $585. MSCI shares closed at $549.33 on Wednesday. <a href="https://www.benzinga.com/quote/MSCI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Mizuho initiated coverage on MannKind Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNKD#NASDAQ">MNKD</a>) with an Outperform rating and announced a price target of $12. MannKind shares closed at $4.69 on Wednesday. <a href="https://www.benzinga.com/quote/MNKD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Kelly Shi initiated coverage on Verastem, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VSTM#NASDAQ">VSTM</a>) with a Buy rating and announced a price target of $15. Verastem shares closed at $5.28 on Wednesday. <a href="https://www.benzinga.com/quote/VSTM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Tami Zakaria initiated coverage on Westinghouse Air Brake Technologies Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>) with a Neutral rating and announces Price Target of $175. Westinghouse Air Brake shares closed at $175.82 on Wednesday. <a href="https://www.benzinga.com/quote/WAB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Annabel Samimy initiated coverage on Ligand Pharmaceuticals Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LGND#NASDAQ">LGND</a>) with a Buy rating and announced a price target of $143. Ligand Pharmaceuticals shares closed at $103.85 on Wednesday.  <a href="https://www.benzinga.com/quote/LGND/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying LGND stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="642" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/10085936/image-67-1024x642.png" alt="" class="wp-image-865923" style="width:490px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/10085936/image-67-1024x642.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/10085936/image-67-300x188.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/10085936/image-67-768x482.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/10085936/image-67.png 1087w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Initiation

Pre-Market Outlook

Trading Ideas

LGND

MNKD

VSTM

This Ligand Pharmaceuticals Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday

MSCI's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) short percent of float has risen 8.39% since its last report. The company recently reported that it has 1.03 million shares sold short, which is 1.55% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.57 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>MSCI Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744290021_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for MSCI has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing MSCI's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, MSCI's peer group average for short interest as a percentage of float is 3.51%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is MSCI Gaining or Losing Market Support?

B of A Securities analyst Joshua Dennerlein initiates coverage on MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Neutral rating and announces Price Target of $585.

B of A Securities Initiates Coverage On MSCI with Neutral Rating, Announces Price Target of $585

WIIM

AAMI

APAM

BBDC

BCSF

Bakkt Holdings, Inc. Class A Common Stock

BKKT

BRDG

BSTZ

CCAP

CGBD

CION

CNCK

CSWC

DFIN

DIAX

DOMH

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Cohen & Steers Closed-End Opportunity Fund

GAIN

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MAIN

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PowerShares Exchange Traded Fund Trust Dynamic Mid Cap Value Portfolio

QQQX

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STEP

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VALU

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Shares of capital market companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Wells Fargo analyst Jason Haas maintains MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Equal-Weight and lowers the price target from $623 to $532.

Wells Fargo Maintains Equal-Weight on MSCI, Lowers Price Target to $532

Barclays analyst Manav Patnaik maintains MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) with a Overweight and lowers the price target from $675 to $650.

Barclays Maintains Overweight on MSCI, Lowers Price Target to $650

Knowing which <a href="https://www.benzinga.com/personal-finance/25/03/44376666/high-yield-dividend-investor-making-12900-per-year-names-10-favorite-stocks-took-me-almost-3-years-to-get-to-this-point">stocks</a> to hold for the long term and which to sell before they drag down your portfolio is a challenge every investor faces at least once in their journey.
Some swear by the &#8220;buy and hold&#8221; strategy, while others advocate for constant rebalancing of a portfolio to mitigate <a href="https://www.benzinga.com/personal-finance/25/03/44476778/author-says-dave-ramsey-is-completely-ignorant-of-sequence-of-returns-risk-questions-whether-1-million-is-really-enough-for-retirement">risk</a>. The issue becomes even more pronounced when a portfolio is heavily condensed in high-growth but volatile sectors like technology.
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One such investor recently took to Reddit to seek advice on his $14,228 portfolio, which includes tech giants like Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)​, Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>, GOOG)), and Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), alongside ETFs like Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), and even some crypto-linked stocks like Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) and MicroStrategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>).
The poster is considering adding Robinhood Markets (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) to his portfolio but is unsure if now is the right time. He&#8217;s also wondering whether to keep high-risk stocks like TSLA, COIN, and MSTR or shift to more stable assets and how to diversify his portfolio further.
Trending: Can you guess how many retire with a $5,000,000 nest egg? <a href="https://www.benzinga.com/money/5mil-nest-egg-adv">The percentage may shock you</a>.
The Reddit community has come forward with plenty of advice in the comments; let&#8217;s see what they say.
<h2 class="wp-block-heading">Hold or Sell? Investor With $14,000 Tech-Heavy Portfolio Ponders Diversification–Reddit Advises Him</h2>
Diversify into Other Sectors or Broader ETFs
Many Redditors indicated that the investor&#8217;s portfolio is way too concentrated in tech, which increases risk. Instead, they suggested reducing individual stock holdings and adding ETFs to gain exposure to other sectors.
&#8220;I am sure you know this, but VOO/QQQ includes all of the individual companies that you have the majority of your portfolio invested in,&#8221; a comment says.
Advising the poster to diversify his portfolio, one Redditor suggested choosing either VOO or QQQ, but not both.
&#8220;You own good companies! Personally, I would choose one of the two VOO/QQQ not both, but that&#8217;s just me and is not really a big deal&#8230; Other than that, I like everything else; I think I own all of them, except COIN. Look into buying other sectors, you are too heavily concentrated on tech.&#8221;
A commenter advised the poster to add a broad-market ETF to reduce complexity and risk.
&#8220;Too complex for this volume, many duplicates and missing diversification. Just do VOO or an [MSCI (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/msci#NYSE">MSCI</a>)] world index and that's it,&#8221; he wrote.
&#8220;VOO and QQQ are redundant and lend even more weight to the Mag 7. COIN, MSTR, TSLA, and NVDA are no-go long-term, I think. Try to add something more stable like [Raytheon Technologies (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/rtx#NYSE">RTX</a>)], [UnitedHealth Group (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/unh#NYSE">UNH</a>)], or [The Coca-Cola Company (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ko#NYSE">KO</a>)],&#8221; a user suggested.
A Redditor recommended the investor add a mix of ETFs and stable dividend-paying stocks to improve the portfolio&#8217;s resilience.
&#8220;Continue with VOO, [Invesco NASDAQ 100 ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qqqm#NASDAQ">QQQM</a>)] only, and get some solid plays added from now on, diversify a bit. Can stick with ETFs or index, defense, utilities, energy, health care, precious metals, [Berkshire Hathaway (NYSE: BRK.A, BRK.B)], with the trade war, you need stuff that can survive. Look for some balance now with solid legacy names with dividends,&#8221; he wrote.
See Also: BlackRock is calling 2025 the year of alternative assets. <a href="https://www.benzinga.com/money/masterworks">One firm from NYC has quietly built a group of 60,000+ investors who have all joined in on an alt asset class previously exclusive to billionaires like Bezos and Gates.</a>
Sell TSLA, COIN, and MSTR
The poster&#8217;s most controversial holdings were TSLA, COIN, and MSTR, and some commenters argued that he should get rid of them since they&#8217;re too risky for a 10-year hold.
&#8220;Sell the TSLA and take the win; it's overvalued dramatically,&#8221; a comment reads.
&#8220;I'd scrub TSLA and MSTR and put it in VOO or QQQ. Tesla's valuation is and has been insane forever, even after the sell-off. The fundamentals are just awful for its valuation. And that's not even dipping into political stuff. Plus, it's already a decent weight in VOO anyway. And MSTR is straight-up junk,&#8221; a Redditor said.
This user also suggested selling the three stocks, saying, &#8220;I would personally remove MSTR, COIN, and TSLA and buy more of QQQ/VOO.&#8221;
&#8220;Get rid of TSLA before it wrecks your portfolio!&#8221; another comment reads.
One Redditor shared he would never hold MSTR for the long term, and suggested HOOD instead of COIN.
&#8220;No way I would hold MSTR for 10 years. You are playing crypto with COIN; in my opinion, HOOD is the better bet now that they are getting into the higher-margin gambling business. If you want Bitcoin exposure, buy [iShares Bitcoin Trust (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ibit#NASDAQ">IBIT</a>)].
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<li>It&#8217;s no wonder Jeff Bezos holds over $250 million in art — <a href="https://www.benzinga.com/money/masterworks">this alternative asset has outpaced the S&amp;P 500 since 1995, delivering an average annual return of 11.4%. Here&#8217;s how everyday investors are getting started.</a></li>
</ul>

Personal Finance

AMZN

COIN

GOOGL

IBIT

MSTR

NVDA

QQQM

$14K Investor In TSLA, NVDA, And QQQ Faces Dilemma – 'Looking To Hold For At Least 10 Years' But Is That A Recipe For Disaster? Reddit Debates

Bonds

Treasuries

General

SPDR Dow Jones Industrial Average ETF Trust

The total private credit market is expected to reach $2.8 trillion in assets under management (AUM) by 2028, up from roughly $1 trillion in 2020.

MSCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>) has outperformed the market over the past 10 years by 15.06% on an annualized basis producing an average annual return of 25.77%. Currently, MSCI has a market capitalization of $43.97 billion. 
Buying $100 In MSCI: If an investor had bought $100 of MSCI stock 10 years ago, it would be worth $1,014.29 today based on a price of $566.28 for MSCI at the time of writing.
<h3>MSCI's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741356033_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

Press Releases

MSCI Reports Financial Results for Fourth Quarter and Full Year 2024

MSCI February Index Review Announcement Scheduled for February 11, 2025

MSCI to Participate in Upcoming Investor Conferences

MSCI Equity Indexes February 2025 Index Review

MSCI Published an Investor Presentation

MSCI Schedules Earnings Call to Review First Quarter 2025 Results

MSCI and Moody's to Launch Independent Risk Assessments for Private Credit Investments

MSCI Reports Financial Results for First Quarter 2025

MSCI Expands Private Assets Toolkit With Launch of Indexes Tracking Venture-Backed Companies

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