Morgan Stanley Vintage Value List Update: Will You Follow Their 2026 Picks?
2025 was a wild ride — will you follow their 2026 list? Morgan Stanley just released its 2026 stock picks.
Looking back at the Vintage Value list performance in 2025, every stock achieved over 10% YTD gains, with the top three performers — KKR, Walmart, and Tenet Healthcare — soaring nearly 70% in 2025.
In both of the past two years’ lists, Amazon has been Morgan Stanley’s top pick, while Boston Scientific, Walmart, and Visa have all made repeat appearances.
44.39% | |
18.03% | |
54.51% | |
37.81% | |
37.53% | |
23.41% | |
19.27% | |
13.06% | |
78.53% | |
67.04% | |
23.1% | |
21.39% | |
65.42% | |
71.93% | |
12.09% | |
13.86% |
So, among the 2026 picks, which one do you believe in most?
Will you follow Morgan Stanley’s new list?
Are you bullish on Amazon’s upside potential?
How about Walmart’s super bull run?
Leave your comments to win tiger coins~
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
My top choice is NextEra Energy $NextEra(NEE)$ . With massive wind and solar projects, it’s a quiet leader in renewables—steady dividends, solid moat, and great for long-term compounding. Palo Alto Networks $Palo Alto Networks(PANW)$ also stands out, but NEE feels steadier and better aligned with global energy shifts. I see it as a calm anchor amid a volatile market.
Still bullish on Amazon’s upside and cautious on Walmart after its huge run. Overall, I’ll dip into this list but stay diversified to keep flexibility. The key for me is blending dependable compounders like NEE with selective growth names for balance.
@Tiger_comments @TigerStars
Check them in the history - “community distribution“
Amazon (AMZN) upside potential remains strong due to its growth in cloud computing (AWS), e-commerce, and AI ventures, although competition and market volatility may slow its growth compared to previous years
Walmart (WMT) super bull run has been fueled by its adaptability in e-commerce and strong retail presence, but future growth may slow as it faces increasing competition from both online and traditional rivals
Tag :
@Huat99
@Snowwhite
I am bullish on Amazon’s upside potential as it grows its e-commerce, advertising, cloud and AI and at the same time streamlines its workforce which would increase its profit margin.
I am also optimistic about Walmart’s super bull run. It is a multinational company with multiple hypermarts, discount departmental stores. This will help it anchor its reach to the masses and remain relevant even if the economy turns down. In good times, consumers definitely spend. In bad times, as the items mostly has inelastic demand, consumers would still have to spend and the wide range of products will help it to maintain its profit.
Personally I like visa as it is one of the major players for electronic payments and it is definitely a leader in this area.
I’d follow the list as a reference, not a blind buy. It’s built for a 12-month horizon, so do your own checks before investing.
Amazon (AMZN): Still promising — AWS, automation, and cost savings could boost profits. Yet, high valuation and slowing consumer demand may limit near-term upside. I’m moderately bullish, but position sizing is key.
Walmart (WMT): More defensive and stable. Growth in Walmart+, retail media, and e-commerce strengthens its long-term story. Despite short-term margin pressure, it fits cautious investors better.
In short: both are strong picks, but Walmart offers steadier growth while Amazon delivers higher potential — with higher risk.
这个列表不仅仅是一个屏幕。这是一个为投资者精心策划的路线图，旨在重点关注预计在12个月内提供卓越风险调整回报的中大型股。
对我来说，这个列表提供了一种结构化的方式来将高价值股票归零并添加到我的观察列表中。
像沃尔玛和波士顿科学这样的重复出现标志着跨周期的持久和一致的性能。
这是一个很好的起点，因为它指出了潜在的投资股票，但最终还是要由我来做自己的尽职调查和投资组合调整。
@Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger
如果要从名单中挑出我最有信心的几只，我依然会押注亚马逊（AMZN）和波士顿科学（BSX）。亚马逊的电商业务虽已成熟，但AWS在AI与云计算领域仍是强劲增长引擎，加上广告业务的爆发力，2026年有望继续带来两位数成长。而波士顿科学受益于医疗创新与全球老龄化趋势，盈利稳健、波动性低，是典型的长期防御型成长股。
至于沃尔玛（WMT），虽然2025年表现惊艳，但我认为2026年要再复制70%的涨幅难度不小。零售板块的增长空间有限，除非他们的电商转型或AI供应链管理有新突破，否则估值可能已到顶部。
整体来看，我会关注摩根士丹利的名单，但不会盲目跟随。更重要的是理解他们的逻辑：在高利率尾声阶段，他们明显在押注“高质量现金流与稳定成长”。这点，我完全认同。
在近兩年的榜單中，亞馬遜已被摩根士丹利的首選，而波士頓科學公司、沃爾瑪，和簽證擁有一切重複出現.
want to buy Walmart but it never drop to good valuation.