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<Research>M Stanley Expects Frontier Models' ARR to Reach at Least US$1B by End-2026, Elevates TPs on MINIMAX/ KNOWLEDGE ATLAS
Foundation models continued to scale, benefiting from US computing power and China's engineering efficiency, Morgan Stanley released a research report saying. The broker believ...
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<Research>M Stanley Expects Frontier Models' ARR to Reach at Least US$1B by End-2026, Elevates TPs on MINIMAX/ KNOWLEDGE ATLAS
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Foundation models continued to scale, benefiting from US computing power and China's engineering efficiency, Morgan Stanley released a research report saying.

The broker believed that the recent surge in token usage and pricing power signals non-linear growth in annual recurring revenue (ARR) for frontier models, as well as higher valuations for high intelligence density (cost per token) frontier models such as MINIMAX-W (00100.HK)  +0.500 (+0.065%)    Short selling $218.50M; Ratio 7.824%   , KNOWLEDGE ATLAS (02513.HK)  +63.000 (+4.914%)    Short selling $208.76M; Ratio 8.881%   and BABA-W (09988.HK)  +0.600 (+0.472%)    Short selling $1.50B; Ratio 14.413%   .

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Morgan Stanley forecasted that, by the end of 2026, ARR of frontier models will reach US$1-1.5 billion, and further expand to US$2.5-5 billion by the end of 2027 (base-bull ranges), implying 3-5x annual growth.

Therefore, Morgan Stanley elevated its target prices for KNOWLEDGE ATLAS/ MINIMAX-W from $560/ $990 to $990/ $1,100, with both rated at Overweight. The broker also viewed BABA-W as its top pick in China's internet sector.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-26 16:25.)

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