{
  "id": 5916147,
  "title": "Morgan Stanley makes a buy call on tumbling retail giant stock",
  "url": "https://urgent.news/2026/09/04/morgan-stanley-makes-a-buy-call-on-tumbling-retail-giant-stock",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-04T22:07:00.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-makes-buy-call-220700078.html"
  },
  "original_language": "en",
  "account": "TJX Companies, the parent firm of retail chains TJ Maxx, Marshalls and Sierra, is facing a slump in sales at its flagship Marmaxx division. As reported by Bloomberg on September 4, 2026, the stock has fallen about 16% over the past month. Despite this, Morgan Stanley analysts are maintaining a positive outlook on the company. Analyst Alex Straton has reasserted an Overweight rating and set a price target of $178, indicating a 35% upside potential from its early September level near $131. This recommendation is based on the belief that TJX is a consumer compounder, consistently growing profits through both good and bad times. Straton highlighted three key issues: understaffed teams, disorganized storage leading to inventory sitting unsold, and a mismatch between TJX's product mix and market trends. Despite these challenges, TJX still outperformed expectations in its earnings report, with overall comparable sales up 4% and adjusted earnings per share rising 11%. HomeGoods division, in particular, drove this growth with a 7% increase in comparable sales. Morgan Stanley expects TJX to address these issues and improve Marmaxx's performance, particularly in the fourth quarter. The bank is confident that TJX's diverse portfolio of brands and strong overall performance will help the company overcome short-term hurdles.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 8,
    "also_reported_by": [
      {
        "outlet": "The Business Times - Companies & Markets",
        "title": "Morgan Stanley takes aim at X accounts posting its research",
        "url": "https://urgent.news/2026/09/04/morgan-stanley-takes-aim-at-x-accounts-posting-its-research",
        "published": "2026-09-04T00:29:16.000Z"
      },
      {
        "outlet": "Straits Times Business",
        "title": "Morgan Stanley takes aim at X accounts posting its research",
        "url": "https://urgent.news/2026/09/04/morgan-stanley-takes-aim-at-x-accounts-posting-its-research-5455770",
        "published": "2026-09-04T00:43:00.000Z"
      },
      {
        "outlet": "Hindu BusinessLine",
        "title": "Cipla slips after Qilu Pembrolizumab deal; Morgan Stanley flags crowded field",
        "url": "https://urgent.news/2026/09/04/cipla-slips-after-qilu-pembrolizumab-deal-morgan-stanley-flags",
        "published": "2026-09-04T05:19:49.000Z"
      },
      {
        "outlet": "Expansion ES",
        "title": "Morgan Stanley abre la puerta a la corrección en Repsol",
        "url": "https://urgent.news/2026/09/04/morgan-stanley-abre-la-puerta-a-la-correccion-en-repsol",
        "published": "2026-09-04T07:25:08.000Z"
      },
      {
        "outlet": "Investing.com",
        "title": "Morgan Stanley upgrades Accor on 2027 RevPAR, cash-return inflection",
        "url": "https://urgent.news/2026/09/04/morgan-stanley-upgrades-accor-on-2027-revpar-cash-return-inflection",
        "published": "2026-09-04T09:13:28.000Z"
      },
      {
        "outlet": "Seeking Alpha News",
        "title": "Morgan Stanley complains against X posts using its copyright-protected data - report",
        "url": "https://urgent.news/2026/09/04/morgan-stanley-complains-against-x-posts-using-its-copyright",
        "published": "2026-09-04T11:52:18.000Z"
      },
      {
        "outlet": "CNBC",
        "title": "These companies are growing their dividends and may see upside, Morgan Stanley says",
        "url": "https://urgent.news/2026/09/04/these-companies-are-growing-their-dividends-and-may-see-upside-morgan",
        "published": "2026-09-04T19:06:15.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}