Morgan Stanley says buy these five stocks that are set to rally
Morgan Stanley's Stock Picks: Morgan Stanley analysts have identified five stocks with significant upside potential, including Chewy, Ulta, NuBank, Chart Industries, and Coupang, highlighting their strong growth prospects and competitive advantages in their respective markets.
Chart Industries and Ulta Insights: Analyst Daniel Kutz emphasizes Chart Industries' merger benefits and organic growth potential, while Simeon Gutman notes Ulta Beauty's favorable market position and minimal tariff risks, suggesting both companies are well-positioned for future gains.
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- Michael Grimes' Return: Michael Grimes will return to Morgan Stanley as the Chairman of Investment Banking.
- Announcement Source: The information regarding Grimes' return has been reported by Reuters.
Michael Grimes' Return: Michael Grimes is returning to Morgan Stanley after his tenure in the Trump administration.
Impact on Morgan Stanley: His return is expected to influence the firm's strategy and operations, particularly in areas affected by his experience in government.

Funding Sources: The funding sources mentioned include Glade Brook Capital, Growth Equity at Goldman Sachs, and Morgan Stanley.
Involved Companies: Key companies involved in the funding landscape are Microsoft and Morgan Stanley, indicating a diverse range of financial backing.
- High-Income User Insight: Chipotle CEO Scott Boatwright revealed in a recording that 60% of core users earn over $100,000 annually, providing the company with confidence to target this demographic more effectively, potentially enhancing brand loyalty and sales.
- Earnings Beat Expectations: In its Q4 2025 report, Chipotle posted adjusted earnings per share of $0.25, exceeding the $0.24 consensus, with revenue of $2.98 billion surpassing the $2.96 billion estimate, demonstrating resilience in profitability despite operational challenges.
- Sales Decline: Despite the strong earnings report, comparable restaurant sales fell 2.5% year-over-year, primarily due to a 3.2% decrease in transactions, indicating challenges in customer traffic that could impact future growth potential.
- Market Performance Analysis: Chipotle has a market capitalization of $219.53 billion, with a 52-week high of $124.17 and a low of $55.51, while the current Relative Strength Index (RSI) stands at 53.13, suggesting the stock is in a long-term consolidation phase with short-term upward momentum.
- Institutional Investment Surge: Vanguard Group added 1.2 million shares in December, a 2.5% increase; BlackRock raised its stake by 6.9% as of September 30, 2025, while Bank of America and Morgan Stanley increased their positions by 9.8% and 11.21%, respectively, indicating strong institutional confidence in UiPath.
- Significant Revenue Growth: In Q3 of fiscal 2026, UiPath reported revenue of $411 million, a 16% year-over-year increase, with annual recurring revenue (ARR) hitting $1.78 billion, up 11%, showcasing robust performance in the SaaS sector.
- Expanding Customer Base: The number of customers with ARR over $100,000 grew by 12% to 2,506, while those exceeding $1 million increased by 10% to 333, reflecting UiPath's appeal and market penetration among high-value clients.
- Strong Cash Flow and Debt Position: The company saw free cash flow rise by 8.2% to $25.11 million, with a net cash position of $744.1 million and total debt of only $82 million, indicating solid financial health despite not yet achieving net profitability, suggesting strong future growth potential.
UBS Recruitment: UBS has hired a financial advisor team that previously managed $1 billion at Merrill.
Advisor Head Count: This recruitment indicates that UBS may be looking to counterbalance recent declines in its advisor head count with new hires this year.








