MORGAN STANLEY DIRECT LENDIN (MSDL) Forecast, Price Target & Analyst Ratings
NYSE:MSDL • US61774A1034
14.63 USD
-0.13 (-0.88%)
Last: Mar 9, 2026, 11:46 AM
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
$17.89
+ 22.26% Upside
Next Earnings Forecast
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$0.49
Revenue Estimate96.367M
ChartMill Buy Consensus
73.85%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$17.89
Upside
+ 22.26%
From current price of $14.63 to mean target of $17.89, Based on 13 analyst forecasts
Low
$16.16
Median
$18.36
High
$19.43
Price Target Revisions
1 Month
0.00%
3 Months
-0.81%
Price Target Summary
13 analysts have analysed MSDL and the average price target is 17.89 USD. This implies a price increase of 22.26% is expected in the next year compared to the current price of 14.63.
The average price target has been revised downward by 0.81% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
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 is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-05 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2026-03-02 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2026-03-02 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2026-01-07 | Wells Fargo | Downgrade | Overweight -> Equal-Weight |
| 2025-11-26 | RBC Capital | Downgrade | Outperform -> Sector Perform |
| 2025-11-10 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-11-10 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-14 | UBS | Maintains | Neutral -> Neutral |
| 2025-10-10 | LUCID CAPITAL MARKETS | Initiate | Buy |
| 2025-10-06 | Wells Fargo | Upgrade | Equal-Weight -> Overweight |
| 2025-10-01 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-09-10 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-08-14 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-07-16 | UBS | Maintains | Neutral -> Neutral |
| 2025-05-22 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-04-28 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-04-24 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-04-17 | UBS | Maintains | Neutral -> Neutral |
| 2025-04-08 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-03-04 | RBC Capital | Reiterate | Outperform -> Outperform |
| 2025-03-03 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-01-29 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2024-09-13 | RBC Capital | Reiterate | Outperform -> Outperform |
| 2024-08-13 | RBC Capital | Maintains | Outperform -> Outperform |
| 2024-07-29 | JP Morgan | Maintains | Neutral -> Neutral |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$0.49
Revenue Estimate96.367M
Revenue Q2Q-5.02%
EPS Q2Q-6.69%
Number of Analysts9
Next Earnings Revisions
Revenue (1 Month)
0.00%
Revenue (3 Months)
0.00%
EPS (1 Month)
0.29%
EPS (3 Months)
0.29%
Next Earnings Summary
MSDL is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 0.49 USD and the consensus revenue estimate is 96.37M USD.
The next earnings revenue estimate has been revised downward by 0% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 230.593M 92.46% | 367.738M 59.47% | 416.075M 13.14% | 405.65M -2.51% | 372.1M -8.27% | 361.19M -2.93% | |
| EBITDA YoY % growth | N/A | N/A | N/A | N/A | N/A | N/A | |
| EBIT YoY % growth | 128.344M 75.79% | 199.58M 55.50% | 222.672M 11.57% | 213.18M -4.26% | 208.08M -2.39% | N/A | |
| Operating Margin | 55.66% | 54.27% | 53.52% | 52.55% | 55.92% | N/A | |
| EPS YoY % growth | N/A | N/A | 2.49 -8.30% | 2.06 -14.06% | 1.87 -12.57% | 1.82 -2.74% |
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 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.49 -6.69% | 0.47 -5.87% | 0.47 -6.74% | 0.46 -25.73% | 0.45 -7.51% | 0.45 -4.64% | 0.45 -3.75% | 0.45 -3.27% |
| Revenue Q2Q % growth | 96.367M -5.02% | 94.309M 2.76% | 92.865M -6.88% | 91.555M -12.24% | 91.754M -4.79% | 91.754M -2.71% | 91.754M -1.20% | 91.754M 0.22% |
| EBITDA Q2Q % growth | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
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
N/A
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
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 17.89 USD. This implies a price increase of 22.26% is expected in the next year compared to the current price of 14.63.
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 MSDL stock next earnings?
The consensus EPS estimate for the next earnings of MORGAN STANLEY DIRECT LENDIN (MSDL) is 0.49 USD and the consensus revenue estimate is 96.37M USD.
Can you provide the consensus rating for MORGAN STANLEY DIRECT LENDIN stock?
The consensus rating for MORGAN STANLEY DIRECT LENDIN (MSDL) is 73.8462 / 100 . This indicates that analysts generally have a positive outlook on the stock.