By Michael Bloom
Publication Date: 2026-02-28 12:35:00
Morgan Stanley named a host of stocks the firm says are best positioned heading into March. The Wall Street investment bank said that amid the market uncertainty, companies including Nvidia have more room to run. Other overweight-rated names screened by CNBC Pro include: Cummins, Grab Holdings, Nasdaq and Citigroup. Grab Holdings “Don’t miss the forest for the trees,” the firm said of the Singapore multinational tech company. Analyst Divya Gangahar Kothiyal said the stock is AI winner with a slew of positive catalysts coming up. “Recent trends & management engagement reinforce confidence that growth, margins & capital returns can compound together, rather than trade off,” she wrote. The firm is particularly bullish on the company’s wide array of business segments like fintech and grocery. “We think Grab’s innovative and diversified product suite across the affordability curve is driving user growth, increasing use cases, and expanding [total addressable market] in [on-demand services],” she said. Shares are down 15% this year. Investors should buy the dip, the firm added. Citigroup The banking giant is firing on all cylinders, according to Morgan Stanley. Analyst Manan Gosalia recently named the stock a top pick. Morgan Stanley expects a wide range of positive catalysts are ahead including robust revenue growth and buyback acceleration. The company’s May 7 investor day will be an important event, Gosalia said. “We expect Citi to raise their ROTCE target and outline a near…