VALE, US91912E1055

Morgan Stanley cut target for Vale stock to USD 15.50!?? no

Published on 10/13/2026 at 12:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Morgan Stanley lowered Vale's target to USD 15.50 from USD 16.50 on October 7, 2026. Vale stock trades at EUR 12.10 on October 13, 2026.

Morgan Stanley cut Vale's price target from USD 16.50 to USD 15.50 on October 7, 2026, while keeping an Equal Weight rating.
Vale reported USD 10.24 billion in revenue and USD 0.36 adjusted earnings per share for the second quarter of 2026, versus USD 0.46 consensus.
Vale stock was trading at EUR 12.10 at Lang & Schwarz on October 13, 2026, at 12:18 p.m. CEST.
Vale is scheduled to report third-quarter 2026 results on October 29, 2026.

VALE, US91912E1055, Illustration mit AI erstellt.

Vale (ISIN US91912E1055) was trading at EUR 12.10 at Lang & Schwarz on October 13, 2026, at 12:18 p.m. CEST. The latest analyst action came on October 7, 2026, when Morgan Stanley cut its price target to USD 15.50 from USD 16.50 and kept an Equal Weight rating, according to Markets Insider.

Target cut meets weaker earnings

The target revision puts Vale's latest operating picture under a sharper lens. For the second quarter of 2026, revenue reached USD 10.24 billion, while earnings per share came in at USD 0.36 against USD 0.46 consensus, according to MarketBeat. The comparison shows a USD 0.10 earnings-per-share shortfall against expectations, while revenue was measured against a USD 10.47 billion consensus estimate.

The analyst view remains divided. Yahoo Finance reported on October 8, 2026, that JPMorgan had lifted its target to USD 22.00, while Freedom Broker moved to a USD 12.00 target and Sell rating. That USD 10.00 spread highlights how strongly iron ore prices and cost assumptions shape the valuation debate.

Three dates frame the stock

On July 30, 2026, Vale reported second-quarter revenue of USD 10.24 billion and earnings per share of USD 0.36, according to MarketBeat. On September 10, 2026, Vale paid a special dividend of USD 0.3088 per share, the same source reported. On October 7, 2026, Morgan Stanley reduced its target from USD 16.50 to USD 15.50, according to Markets Insider.

What comes next for Vale?

Vale is scheduled to publish third-quarter 2026 results on October 29, 2026, according to TickerLandia. That date gives investors a defined checkpoint for testing whether the USD 10.24 billion second-quarter revenue base and USD 0.36 earnings-per-share result are improving. The central question is whether metals exposure can offset the pressure reflected in the recent USD 1.00 target reduction.

EUR 12.10 remains the reference

Vale's reference quotation was EUR 12.10 at Lang & Schwarz on October 13, 2026, at 12:18 p.m. CEST. The stock's primary listing is the NYSE in USD, while the primary-market 52-week range was USD 10.77 to USD 17.94 and market capitalization was USD 57.7 billion as of October 12, 2026. The further course of trading is shown by the continuously updated real-time quote of Vale stock.