Ravi Shanker

Union Pacific Corporation (NYSE: UNP) reported better-than-expected 1Q results, with total revenues of $4.8 billion, EPS of $1.16 and operating income of $1.7 billion. Morgan Stanley’s Ravi Shanker maintained an Equal-weight rating for the company, while raising the price target from $73 to...

Morgan Stanley says Canadian National Railway (USA) (NYSE: CNI) is its favorite pick in the railway sector as it prefers highest-quality, defensive rails that have the best operating performance, least exposure to at-risk end markets and strongest balance sheets/management to drive industry...

Morgan Stanley’s Ravi Shanker believes that the dual threats of selective insourcing by ecommerce majors and omni-channel shift would result in last mile competition. He assumed coverage of FedEx Corporation (NYSE: UPS) with an Equal-Weight rating, and of United Parcel Service, Inc. (NYSE:...

The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." RBC: Slashing LinnCo Price Target Last week, John Ragozzino of RBC Capital Markets downgraded shares of LinnCo LLC (NASDAQ: LNCO) to Sector Perform...

In a report published Thursday, a group of Morgan Stanley analysts published their ‘Best Idea' list. According to the report, the ‘Best Idea' list contains the analysts "leading stock investment insights – the best combination of highly differentiated research,...

In a report published Wednesday, Morgan Stanley analyst Ravi Shanker commented that the time is now to own shares of Mobileye NV (NYSE: MBLY) given multiple upcoming catalysts that will reinforce the bull case. Shanker said that Mobileye's momentum will accelerate in 2015, driven by three...

In a report published Tuesday, Morgan Stanley analyst Ravi Shanker said that Mobileye NV (NYSE: MBLY) is a "best-in-any-class story" with a "skewed" risk-reward profile now that technical headwinds have passed. "For the past 3 months, the stock has been dominated by technicals around investor...

Ravi Shanker of Morgan Stanley on Wednesday commented that “$2 gasoline brings complexity to the auto industry” and that the cheap gas may also complicate long-term secular trends that are pushing towards tougher fuel efficiency standards. Shanker notes that nevertheless, the industry still remains...

In a report published Thursday, Morgan Stanley analyst Ravi Shanker reiterated an Overweight rating on Mobileye NV (NYSE: MBLY), but removed the $50.00 price target. In the report, Morgan Stanley noted, “As expected, 3Q was relatively uneventful, with a revenue driven op.beat offset by financing...

In a report published Monday, Morgan Stanley analyst Ravi Shanker downgraded the rating on CarMax, Inc (NYSE: KMX) from Overweight to Equal-Weight, but raised the price target from $50.00 to $56.00. In the report, Morgan Stanley noted, “We believe a number of fundamental headwinds lie ahead for KMX...

In a report published Monday, Morgan Stanley analyst Ravi Shanker reiterated an Underweight rating and $70.00 price target on Autoliv (NYSE: ALV). In the report, Morgan Stanley noted, “The 3Q miss was driven by China underperformance and higher R&D than expected.The China weakness was likely a...

In a report published Monday, Morgan Stanley analyst Ravi Shanker reiterated an Overweight rating on Delphi Automotive PLC (NYSE: DLPH), and raised the price target from $85.00 to $90.00. In the report, Morgan Stanley noted, “While some investors may be disappointed that 3Q results may not have...

On Wednesday, Morgan Stanley analysts upgraded shares of Lithia Motors Inc (NYSE: LAD) to Overweight from Underweight and lowered the price target from $80 to $75. Ravi Shanker outlined four reasons for the upgrade: Consensus numbers have been reset lower Multiple now back down to normal...