Morgan Stanley named a number of shares the agency says are finest positioned heading into March. The Wall Road funding financial institution mentioned that amid the market uncertainty, firms together with Nvidia have extra room to run. Different overweight-rated names screened by CNBC Professional embody: Cummins, Seize Holdings, Nasdaq and Citigroup. Seize Holdings “Do not miss the forest for the timber,” the agency mentioned of the Singapore multinational tech firm. Analyst Divya Gangahar Kothiyal mentioned the inventory is AI winner with a slew of constructive catalysts arising. “Current tendencies & administration engagement reinforce confidence that development, margins & capital returns can compound collectively, quite than commerce off,” she wrote. The agency is especially bullish on the corporate’s big range of enterprise segments like fintech and grocery. “We expect Seize’s modern and diversified product suite throughout the affordability curve is driving consumer development, rising use circumstances, and increasing [total addressable market] in [on-demand services],” she mentioned. Shares are down 15% this yr. Traders can buy the dip, the agency added. Citigroup The banking big is firing on all cylinders, in line with Morgan Stanley. Analyst Manan Gosalia not too long ago named the inventory a high choose. Morgan Stanley expects a variety of constructive catalysts are forward together with sturdy income development and buyback acceleration. The corporate’s Could 7 investor day will probably be an essential occasion, Gosalia mentioned. “We count on Citi to boost their ROTCE goal and description a close to time period path above 10-11%, with mid-teens in sight by 2030,” he mentioned. Shares are up virtually 40% over the past 12 months and stay extraordinarily engaging at present ranges, Gosalia mentioned. Cummins Shares of the multinational energy era firm have a lot extra room to run, analyst Angel Castillo and group mentioned following the corporate’s current earnings report. Morgan Stanley not too long ago raised Cummins’ worth goal to $675 per share from $600 and mentioned the inventory stays a high choose. “CMI reported one other sturdy earnings beat in 4Q25,” Castillo wrote. Shares are up 14% this yr however the inventory is just too engaging to disregard, he mentioned. “On this ‘shoot first, ask questions later’ market, nevertheless, we predict this gives a uncommon shopping for alternative for what we proceed to consider is likely one of the extra engaging investments in our house with a number of methods to win,” Castillo mentioned. Seize “Do not miss the forest for the timber. … Current tendencies & administration engagement reinforce confidence that development, margins & capital returns can compound collectively, quite than commerce off. … We expect Seize’s modern and diversified product suite throughout the affordability curve is driving consumer development, rising use circumstances, and increasing TAM in ODS.” Citi “At a sexy valuation of 1.0x ’27 TBVPS, Citi is now our High Decide. … Making Citi (C, OW) our High Decide because the financial institution executes on its turnaround:. … We count on Citi to boost their ROTCE goal and description a close to time period path above 10-11%, with mid-teens in sight by 2030.” Nasdaq “Feb 25 Investor Day addressed key debates & unpacked development drivers that we predict might help instill higher investor confidence within the path ahead. Mgmt raised medium-term Options rev development to 9-12% (from 8-11%). We step away with elevated confidence that AI is an enabler of NDAQ’s enterprise.” Nvidia “Keep OW; count on sentiment on AI funding to show extra constructive. … We might proceed to argue that the long run additionally seems fairly good, whereas conceding that the expansion subsequent yr will nonetheless be considerably capital markets pushed.” Cummins “CMI reported one other sturdy earnings beat in 4Q25. … On this ‘shoot first, ask questions later’ market, nevertheless, we predict this gives a uncommon shopping for alternative for what we proceed to consider is likely one of the extra engaging investments in our house with a number of methods to win.”