Observed Signal · Oct 21, 2026 · Earnings Report · Source: CNBC Investing · Impact: 3/5 · Sentiment: Positive
Morgan Stanley's High Conviction Earnings Plays: Western Digital, TeraWulf, Williams
Morgan Stanley highlighted 14 stocks expected to make significant moves after their Q3 earnings reports, with 12 bullish and 2 bearish. Among the bullish picks are Western Digital, TeraWulf, and Williams Companies, driven by AI-related demand and undervalued assets. Analyst Michelle Weaver noted that earnings revisions breadth is lower than earlier peaks, raising the bar for positive surprises. Western Digital is expected to benefit from strong hard disk drive demand and pricing. TeraWulf's high-performance computing leases are seen as undervalued, while Williams benefits from AI-driven electricity demand and data center power projects.
Morgan Stanley's analyst recommendations on AI infrastructure stocks (TeraWulf, Williams, Western Digital) signal continued investor interest in AI-driven data center and power demand, which directly impacts AdTech's infrastructure and cloud ecosystem.
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Key Takeaways & Evidence Grounding
- Morgan Stanley identified 14 stocks with near-term catalysts, 12 bullish and 2 bearish.
- Western Digital is expected to beat consensus estimates due to strong HDD demand and pricing.
- TeraWulf's high-performance computing leases are valued at nearly twice the current share price.
- Williams forecasts 16% annual EBITDA growth through 2030, beating its own guidance of 11%.
- S&P 500 earnings revision breadth is +11% heading into the season, down from +28% in late June.
Connected Companies & Entities
“Morgan Stanley expects a handful of stocks that are reporting quarterly results soon to see big gains.”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Morgan Stanley Names Williams a Top AI-Linked Pick
Morgan Stanley named The Williams Companies a top pick, saying the energy-infrastructure company offers a compelling way to participate in the AI infrastructure buildout. The firm has an overweight rating and a $103 price target — about 45% above the stock's close — and analyst Robert Kad highlighted expected returns from Williams' data-center power solutions and an imminent new power project announcement. Williams shares have fallen roughly 7% over the past three months. LSEG data shows 19 of 23 analysts covering the company rate it buy or strong buy. The article was published by CNBC on 2026-08-26.
Wall Street Analysts Bullish on UnitedHealth, Meta, Marvell
Amid concerns over rate hikes and oil prices, top Wall Street analysts recommend three stocks with strong growth potential. UnitedHealth exceeded Q3 2026 expectations and raised its full-year guidance, with Morgan Stanley's Erin Wright reiterating a buy rating and a $529 price target. Meta Platforms, with its Muse AI agent gaining traction, received a price target increase from Guggenheim's Michael Morris to $850, who sees long-term monetization through business-paid agent interactions. Marvell Technology, after its Investor Day, raised its TAM estimate to $400 billion by 2030, and Stifel's Tore Svanberg reiterated a buy rating with a $370 price target, noting strong demand for custom AI chips (XPUs).
Wall Street Backs Three AI-Linked Growth Stocks
Top Wall Street analysts highlighted three technology companies—CrowdStrike, Dell Technologies and SanDisk—as having strong long-term growth potential driven in part by AI-related demand. Truist analyst Junaid Siddiqui reiterated a buy on CrowdStrike and raised his price target ahead of the company’s fiscal Q2 FY27 results. Evercore’s Amit Daryanani reiterated a buy on Dell and lifted his price target, citing an underappreciated Storage business alongside AI server demand. J.P. Morgan’s Harlan Sur resumed coverage of SanDisk with a buy and a high price target, pointing to signed long-term agreements (NBMs), NAND market growth, and new BiCS10 technology as key drivers. The article cites TipRanks for analyst rankings and performance metrics.
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