MORGAN STANLEY DIRECT LENDIN (MSDL) Forecast, Price Target & Analyst Ratings

NYSE:MSDL • US61774A1034

Current stock price

13.96 USD
-0.15 (-1.06%)
At close:
13.96 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for MORGAN STANLEY DIRECT LENDIN (MSDL).

Forecast Snapshot

Consensus Price Target

Price Target
$16.19
+ 15.99% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.47
Revenue Estimate
94.679M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
73.85%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$16.19
Upside
+ 15.99%
From current price of $13.96 to mean target of $16.19, Based on 13 analyst forecasts
Low
$14.14
Median
$16.32
High
$17.85

Price Target Revisions

1 Month
-9.47%
3 Months
-10.20%

Price Target Summary

13 Wall Street analysts provided a forecast for the next 12 months for MSDL. The average price target is 16.19 USD. This implies a price increase of 15.99% is expected in the next year compared to the current price of 13.96.
The average price target has been revised downward by 10.2% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

MSDL Current Analyst RatingMSDL Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 1 2 3 4 5

Analyst Ratings History

MSDL Historical Analyst RatingsMSDL Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8 10

Analyst Ratings Consensus

ChartMill Buy Consensus
73.85%
MSDL was analyzed by 13 analysts. The buy percentage consensus is at 74. So analysts seem to be have mildly positive about MSDL.
In the previous month the buy percentage consensus was at a similar level.
MSDL was analyzed by 13 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-13UBSMaintains Neutral -> Neutral
2026-03-13JP MorganMaintains Neutral -> Neutral
2026-03-05RBC CapitalMaintains Sector Perform -> Sector Perform
2026-03-02Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2026-03-02Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-01-07Wells FargoDowngrade Overweight -> Equal-Weight
2025-11-26RBC CapitalDowngrade Outperform -> Sector Perform
2025-11-10Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-11-10JP MorganMaintains Neutral -> Neutral
2025-10-14UBSMaintains Neutral -> Neutral
2025-10-10LUCID CAPITAL MARKETSInitiate Buy
2025-10-06Wells FargoUpgrade Equal-Weight -> Overweight
2025-10-01JP MorganMaintains Neutral -> Neutral
2025-09-10RBC CapitalMaintains Outperform -> Outperform
2025-08-14Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-07-16UBSMaintains Neutral -> Neutral
2025-05-22RBC CapitalMaintains Outperform -> Outperform
2025-04-28Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-04-24JP MorganMaintains Neutral -> Neutral
2025-04-17UBSMaintains Neutral -> Neutral
2025-04-08Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-03-04RBC CapitalReiterate Outperform -> Outperform
2025-03-03Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-01-29Wells FargoMaintains Equal-Weight -> Equal-Weight
2024-09-13RBC CapitalReiterate Outperform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.47
Revenue Estimate
94.679M
Revenue Q2Q
-6.68%
EPS Q2Q
-9.21%
Number of Analysts
9

Next Earnings Revisions

Revenue (1 Month)
-1.75%
Revenue (3 Months)
-1.75%
EPS (1 Month)
-3.86%
EPS (3 Months)
-3.28%

Next Earnings Summary

MSDL is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 0.47 USD and the consensus revenue estimate is 94.68M USD.
The next earnings revenue estimate has been revised downward by 1.75% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
MSDL revenue by date.MSDL revenue by date.
367.738M
59.47%		416.075M
13.14%		397.287M
-4.52%		368.07M
-7.35%		326.48M
-11.30%		298.98M
-8.42%
EBITDA
YoY % growth
MSDL ebitda by date.MSDL ebitda by date.
N/AN/AN/AN/AN/AN/A
EBIT
YoY % growth
MSDL ebit by date.MSDL ebit by date.
199.58M
55.50%		222.672M
11.57%		178.84M
-19.68%		208.08M
16.35%		N/AN/A
Operating Margin
MSDL operating margin by date.MSDL operating margin by date.
54.27%53.52%45.02%56.53%N/AN/A
EPS
YoY % growth
MSDL eps by date.MSDL eps by date.
N/A2.49
-8.30%		2.14
-14.06%		1.87
-12.57%		1.82
-2.74%		N/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.47
-9.21%		0.47
-5.58%		0.46
-7.32%		0.46
-25.50%		0.46
-3.50%		0.46
-3.50%		0.46
-0.58%		0.46
0.10%		0.45
-0.37%		0.45
-0.37%		0.45
-1.48%		0.45
-1.84%
Revenue
Q2Q % growth		94.679M
-6.68%		93.465M
1.84%		91.658M
-8.09%		90.861M
-12.91%		89.077M
-5.92%		89.554M
-4.18%		90.174M
-1.62%		90.413M
-0.49%		74.654M
-16.19%		74.695M
-16.59%		74.777M
-17.07%		74.853M
-17.21%
EBITDA
Q2Q % growth		N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth		N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

MSDL Yearly Revenue VS EstimatesMSDL Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 100M 200M 300M 400M
MSDL Yearly EPS VS EstimatesMSDL Yearly EPS VS EstimatesYearly EPS VS Estimates 2023 2024 2025 2026 2027 0.5 1 1.5 2 2.5

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
N/A
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
-9.67%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

MORGAN STANLEY DIRECT LENDIN / MSDL Forecast FAQ

What is the price target for MSDL stock?

13 analysts have analysed MSDL and the average price target is 16.19 USD. This implies a price increase of 15.99% is expected in the next year compared to the current price of 13.96.

When does MORGAN STANLEY DIRECT LENDIN (MSDL) report earnings?

MORGAN STANLEY DIRECT LENDIN (MSDL) will report earnings on 2026-05-06.

What are the consensus estimates for MORGAN STANLEY DIRECT LENDIN (MSDL) next earnings?

The consensus EPS estimate for the next earnings of MORGAN STANLEY DIRECT LENDIN (MSDL) is 0.47 USD and the consensus revenue estimate is 94.68M USD.

What is the expected long term growth rate for MSDL stock?

The expected long term growth rate for MORGAN STANLEY DIRECT LENDIN (MSDL) is -9.67%.