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News Context
At a glance
- A more favorable second half of 2025 is anticipated for equities, according to Morgan Stanley.
- This metric reflects the net proportion of analysts who are raising, rather than lowering, their profit estimates across companies within the S&P 500.
- Investors will be closely watching earnings revisions and overall market sentiment to see if Morgan stanley's prediction of a stronger second half for stocks comes to fruition.
Morgan Stanley Predicts stronger Second Half for Stocks in 2025
Updated June 09, 2025
A more favorable second half of 2025 is anticipated for equities, according to Morgan Stanley. The investment bank identifies an improving rate of change in earnings-per-share revisions as the primary catalyst.
This metric reflects the net proportion of analysts who are raising, rather than lowering, their profit estimates across companies within the S&P 500. Morgan Stanley believes this shift will be crucial in propelling market performance.
What’s next
Investors will be closely watching earnings revisions and overall market sentiment to see if Morgan stanley’s prediction of a stronger second half for stocks comes to fruition. The performance of the S&P 500 will be a key indicator.