Morgan Stanley backs Eternal as top internet pick; Goldman lifts Ola Electric TP to Rs 38.9
Eternal outperformed Swiggy by 11% as Morgan Stanley flags execution edge despite quick-commerce heat. Goldman stays Neutral on Ola Electric, raising TP to Rs 38.9 as E2W penetration hit 9% in May 2026 and Ola's market share recovered to 8.7%. Oberoi Realty also in focus with Rs 3000cr+ 360 North launch.
Morgan Stanley reiterates Eternal as top internet pick citing execution and tailwinds, flags quick commerce competition. Goldman keeps Ola Electric Neutral with TP raised to Rs 38.9 as E2W penetration hits 9% and Ola's share recovers to 8.7%.