MSCI

MSCI · NYSE

$591.69+$28.20 (+5.00%)TodayMarket closed · Oct 20, 5:42 PM ET

Prev close $563.49

MSCI analyst rating

BuyConsensus of 10 analysts over the last 12 months. 100% rate it a buy.

Strong buy1
Buy9
Hold0
Underperform0
Sell0

12-month price target · 22 analysts

Average $693.00 (+17.1% upside)

Low: $575.70
Now: $591.69
High: $792.75

Upgrades and downgrades

The latest rating actions, newest first

MSCI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 14, 2026	Maintains	Overweight	$700.00 → $685.00	45%
Morgan Stanley	Oct 13, 2026	Maintains	Overweight	$700.00 → $662.00	48%
Wells Fargo	Sep 29, 2026	Maintains	Overweight	$690.00 → $685.00	46%
Wells Fargo	Jul 22, 2026	Maintains	Overweight	$700.00 → $690.00	46%
Evercore ISI Group	Jul 22, 2026	Maintains	Outperform	$746.00 → $722.00	40%
JP Morgan	Jul 22, 2026	Maintains	Overweight	$742.00 → $700.00	45%
JP Morgan	Jul 20, 2026	Maintains	Overweight	$700.00 → $742.00	45%
Jefferies	Jul 17, 2026	Initiates	Buy	$760.00	44%
Barclays	Jul 10, 2026	Maintains	Overweight	$700.00 → $735.00	64%
B of A Securities	Jul 10, 2026	Maintains	Buy	$715.00 → $730.00	36%

The case for and against

Updated Oct 7, 2025

Bull case

MSCI's quarterly average Assets Under Management (AUM) is estimated to have grown approximately 19% year-over-year in the first quarter of 2025, supported by strong monthly growth trends of 20%, 21%, and 16% in January, February, and March, respectively. The company's expected reacceleration of subscription growth to double digits over the mid-term is attributed to favorable secular tailwinds, a proven track record of solid execution, and a commitment to innovation and proprietary data. Additionally, MSCI's dominant market position across four segments, combined with a robust revenue growth profile, underscores a positive outlook for the company’s financial performance.

Bear case

MSCI is facing a challenging financial environment characterized by a projected 15% growth in ABF for 1Q25, which is a decline from the 20.8% growth in AUM observed in 4Q24, attributed to recent market volatility. Additionally, the company experienced significant hurdles in fund launches, with a substantial 53% year-over-year drop in sustainable fund launches and a 24% overall decrease in fund launches during 4Q24. Furthermore, net new subscriptions have declined by approximately 10% year-over-year in 4Q24, mirroring a similar trend from the previous quarter, which raises concerns about MSCI's ability to attract new investments.

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