Joshua Pokrzywinski

Fortive Corp’s (NYSE: FTV) stock valuation is “undemanding,” while the company faces lower macro risk to earnings, according to Morgan Stanley. The Fortive Analyst: Joshua Pokrzywinski upgraded the rating for Fortive from Equal Weight to Overweight, while raising the price target...

While external factors limit the upside for Fastenal Company (NASDAQ: FAST), internal factors pose heightened risk over the next 12 months, according to Morgan Stanley. The Fastenal Analyst: Joshua Pokrzywinski downgraded the rating for Fastenal from Equal-Weight to Underweight, while reducing the...

Over the past six years, Johnson Controls International PLC’s (NYSE: JCI) exposure to commercial buildings has risen from less than 25% to 80% and this segment seems poised for an “upgrade supercycle,” according to Morgan Stanley. The Johnson Controls Analyst: Joshua Pokrzywinski...

Fortive Corp (NYSE: FTV) is poised for continued recovery in its core business and earnings accretion from deals over the next 12 to 18 months, according to Morgan Stanley, which downgraded the stock on a valuation basis Wednesday. The Fortive Anlayst: Joshua Pokrzywinski downgraded Fortive...

On Wednesday, General Electric Company (NYSE: GE) held an investor call to update shareholders on its financial outlook. GE management said the coronavirus outbreak will reduce first-quarter industrial free cash flow by between $300 million and $500 million and operating income by between $200...

After a miserable few years for General Electric Company (NYSE: GE) investors, the stock jumped 3% on Thursday after one analyst upgraded GE and said the company’s fundamental outlook is finally improving. The Analyst Morgan Stanley analyst Joshua Pokrzywinski upgraded GE from Equal-Weight to...

Fastenal Company (NASDAQ: FAST) shares jumped 17.2% to a new all-time high on Friday after the company reported earnings and revenue beats. The construction equipment maker reported 7.8% sales growth, while gross margins dropped from 48.1% to 47.2%. Fastenal’s strong quarter was reassuring...

A busy week for General Electric Co (NYSE: GE) continued on Thursday when yet another analyst weighed in on the beaten-down industrial giant. The Analyst Morgan Stanley analyst Joshua Pokrzywinski initiated coverage of GE with an Equal-Weight rating and $10 price target. The Thesis Pokrzywinski...

Fortive Corp (NYSE: FTV) has completed a reshaping of its portfolio to include higher-quality assets with lower cyclicality and its stock has rerated to reflect this, according to Morgan Stanley this morning. Defensive stocks like Fortive seem to have less sector valuation support in...

The Wall Street Journal reported Sunday that Gardner Denver Holdings Inc (NYSE: GDI), a manufacturer of flow-control solutions for industrial applications, is close to finalizing a deal to merge with Ingersoll-Rand PLC (NYSE: IR)'s industrial segment. The Analyst Morgan Stanley's...