economy
February 28, 2026
Morgan Stanley says stocks like Nvidia have more room to run in March
Morgan Stanley named a host of top ideas that are compelling heading into March.
TL;DR
- Morgan Stanley has named Nvidia, Cummins, Grab Holdings, Nasdaq, and Citigroup as top stock picks for March.
- The firm sees significant growth potential and positive catalysts for these companies despite market uncertainty.
- Grab Holdings is highlighted for its diversified business segments including fintech and grocery, with analysts expecting compounded growth in margins and capital returns.
- Citigroup is considered an attractive investment with expectations of robust revenue growth and accelerated buybacks, alongside a raised ROTCE target.
- Cummins is a top pick following a strong earnings beat, with analysts raising its price target and seeing a rare buying opportunity.
- Nasdaq's recent Investor Day addressed growth drivers and management raised its medium-term Solutions revenue growth forecast, increasing confidence that AI can be an enabler for its business.
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