After the horrifying crash of a Boeing Dreamliner aircraft in Ahmedabad which saw 241 out of 242 people onboard lose their lives, brokerage firm Morgan Stanley believes that this incident derails the positive momentum in the stock.

JPMorgan notes a sharp rise of over 5% on heightened security risks in the Middle East, and maintains a base case for oil prices in the low-to-mid $60s for the rest of 2025, and $60 in 2026.

NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for on Friday.

Morgan Stanley On Boeing Co

  • The Air India Dreamliner crash increases regulatory scrutiny on Boeing.

  • Event derails the positive momentum in the stock.

JPMorgan On Oil Markets Weekly

  • Oil surged 5% on heightened security risks in the Middle East.

  • Prices reflect a 7% probability of a worst-case scenario.

  • Maintain base case for oil prices in the low-to-mid $60s for the rest of 2025, $60 in 2026.

  • An attack on Iran could spike oil prices to $120, driving US CPI to 5%.

  • Closure of Hormuz is a low-risk event as Iran would be damaging its own position.

  • Main players in the Middle East have strong incentives to keep the conflict contained.

BofA On Household Consumption

  • India’s consumption indicators set to drive growth.

  • Expect private consumption growth to outperform GDP growth.

  • Wage growth appears to be stabilising in urban areas, remains elevated in rural areas.

  • See real wages improving materially, can lead to greater discretionary spending.

  • Sharp pickup in wage growth unlikely, but see room for stability in wage growth.

  • Personal credit growth improvement likely, should aid household consumption trends.

  • See score for household disposable incomes to grow by one percentage point higher than nominal GDP growth.

  • Reduction in taxes will create multiplier effect of Rs 2.5 lakh crore.

JPMorgan On Titan Company

  • Maintain ‘neutral’ with a price target of Rs 3,350, implying a potential 5% downside.

  • Multiple drivers for market-share-led growth with steady margin.

  • Jewelry demand has been resilient amid broader slowdown.

  • Aiming for mid-high teens sustainable jewelry growth over medium term.

  • Network expansion, omnichannel/international scale-up to drive growth.

  • Studded jewelry seeing buyer growth in low-value segment, high-value solitaire stays muted.

  • Confident of holding margin in guided 11-11.5% range.

. Read more on Markets by NDTV Profit.Here are the analyst calls to keep an eye out for on Friday.  Read MoreMarkets 

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