Morgan Stanley named a number of shares the agency says are finest positioned heading into March. The Wall Avenue funding financial institution stated that amid the market uncertainty, firms together with Nvidia have extra room to run. Different overweight-rated names screened by CNBC Professional embrace: Cummins, Seize Holdings, Nasdaq and Citigroup. Seize Holdings “Do not miss the forest for the bushes,” the agency stated of the Singapore multinational tech firm. Analyst Divya Gangahar Kothiyal stated the inventory is AI winner with a slew of optimistic catalysts arising. “Current tendencies & administration engagement reinforce confidence that progress, margins & capital returns can compound collectively, relatively than commerce off,” she wrote. The agency is especially bullish on the corporate’s big selection of enterprise segments like fintech and grocery. “We expect Seize’s revolutionary and diversified product suite throughout the affordability curve is driving consumer progress, growing use instances, and increasing [total addressable market] in [on-demand services],” she stated. Shares are down 15% this 12 months. Traders should purchase the dip, the agency added. Citigroup The banking large is firing on all cylinders, based on Morgan Stanley. Analyst Manan Gosalia not too long ago named the inventory a high decide. Morgan Stanley expects a variety of optimistic catalysts are forward together with strong income progress and buyback acceleration. The corporate’s Might 7 investor day might be an essential occasion, Gosalia stated. “We count on Citi to lift their ROTCE goal and description a close to time period path above 10-11%, with mid-teens in sight by 2030,” he stated. Shares are up nearly 40% during the last 12 months and stay extraordinarily enticing at present ranges, Gosalia stated. Cummins Shares of the multinational energy technology firm have a lot extra room to run, analyst Angel Castillo and group stated following the corporate’s latest earnings report. Morgan Stanley not too long ago raised Cummins’ worth goal to $675 per share from $600 and stated the inventory stays a high decide. “CMI reported one other sturdy earnings beat in 4Q25,” Castillo wrote. Shares are up 14% this 12 months however the inventory is simply too enticing to disregard, he stated. “On this ‘shoot first, ask questions later’ market, nevertheless, we predict this provides a uncommon shopping for alternative for what we proceed to imagine is without doubt one of the extra enticing investments in our house with a number of methods to win,” Castillo stated. Seize “Do not miss the forest for the bushes. … Current tendencies & administration engagement reinforce confidence that progress, margins & capital returns can compound collectively, relatively than commerce off. … We expect Seize’s revolutionary and diversified product suite throughout the affordability curve is driving consumer progress, growing use instances, and increasing TAM in ODS.” Citi “At a horny valuation of 1.0x ’27 TBVPS, Citi is now our Prime Decide. … Making Citi (C, OW) our Prime Decide because the financial institution executes on its turnaround:. … We count on Citi to lift their ROTCE goal and description a close to time period path above 10-11%, with mid-teens in sight by 2030.” Nasdaq “Feb 25 Investor Day addressed key debates & unpacked progress drivers that we predict may help instill higher investor confidence within the path ahead. Mgmt raised medium-term Options rev progress to 9-12% (from 8-11%). We step away with elevated confidence that AI is an enabler of NDAQ’s enterprise.” Nvidia “Keep OW; count on sentiment on AI funding to show extra optimistic. … We might proceed to argue that the long run additionally seems to be fairly good, whereas conceding that the expansion subsequent 12 months will nonetheless be considerably capital markets pushed.” Cummins “CMI reported one other sturdy earnings beat in 4Q25. … On this ‘shoot first, ask questions later’ market, nevertheless, we predict this provides a uncommon shopping for alternative for what we proceed to imagine is without doubt one of the extra enticing investments in our house with a number of methods to win.”
