(This is CNBC Pro's live coverage of Monday's analyst calls and Wall Street chatter. Please refresh every 20-30 minutes to view the latest posts.) A tech giant and a consumer goods name were among the companies being talked about by analysts on Monday.
Citi reiterated Dell Technologies as a buy, noting the stock could see strong gains after its upcoming inclusion into the S & P 500 index. Meanwhile, Morgan Stanley downgraded Church & Dwight to equal weight from overweight. Check out the latest calls and chatter below.
All times ET. 5:58 a.m.
: JPMorgan says it's neutral on GE HealthCare JPMorgan came out in Wall Street's minority on GE HealthCare . Analyst Robbie Marcus initiated coverage at neutral, despite the majority of analysts polled by LSEG having a buy rating. Marcus' $90 price target for December 2025 suggests 5.
8% upside over Friday's closing level. Marcus said the company is an "oligopoly player" within medical imaging and should be able to continue organic growth and operating on a healthy margin. Software options and pharmaceutical diagnostic agents can also help financials going forward, he said.
But the "robust" multiple of 18x 2025 earnings has made him not "fully comfortable with the margin of safety nor have material confidence in the timing of a China rebound." GE HealthCare shares have added around 10% in 2024. The company began trading early last year.
— Alex Harring 5:51 a.m.: Morgan Stanley downgrades Church & Dwight After Church & Dwight's runup, Morg.