(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 chipmaker and an online brokerage were among the stocks being talked about by analysts to start the week.
UBS gave its Nvidia earnings preview, in which it upped its full fiscal year earnings estimates. Meanwhile, Piper Sandler upgraded Robinhood to overweight from neutral. Check out the latest calls and chatter below.
All times ET. 6:01 a.m.
: Goldman starts packaged food coverage Goldman Sachs named General Mills and Mondelez among its buy-rated packaged food stocks when beginning coverage of the sector. "We favor companies with lower exposure to private label risk as well as greater organic growth opportunities through a differentiated portfolio in alignment with key consumption trends," analyst Leah Jordan wrote to clients in a Monday note. Jordan has a $76 price target on General Mills, which suggests shares can gain 10% over the next year.
The stock's current valuation doesn't fully account for all the portfolio reshaping the Cheerios and Chex Mix parent has done in recent years, she said. Her $80 price target for Mondelez implies 14.7% upside.
The Oreo maker should see above-average earnings growth, Jordan said, and the stock itself is a high-quality core holding. Elsewhere within this sector, Jordan placed Conagra Brands in the buy camp. She rated Hershey and Kraft Heinz as sells.
— Alex Harring 5:50 a.m.: UBS lays out e.