Here are Monday’s biggest calls on Wall Street:

Loop reiterates Nvidia as buy

Loop said it’s getting even more bullish and raised its price target on the stock.

「Reiterating our Buy and raising our PT to $350 (from $250) as our work suggests NVDA is about to begin a ramp of GPU that will essentially double its unit shipments the next 12-15 months...」

Deutsche Bank reiterates Tesla as buy

Deutsche raised its price target on Tesla ahead of the shareholder vote later this week.

「We raise our price target by $30 to $470, still based on multi-modal SOTP framework but incorporating higher estimates for robotaxi; reiterate Buy rating.」

Jefferies reiterates Apple as hold

Jefferies said its checks show robust demand for Apple’s iPhone remains.

「Our tracking shows no delivery lead time for 17 Air/17 Pro in all six markets that we track, same as the previous week. It is mixed for 17 PM as the lead time dropped sequentially by 6/13 days in China/Germany, but rose by ~4 days in HK/US.」

Wedbush reiterates Palantir as outperform

Wedbush said it’s bullish heading into the company’s earnings report.

「We are raising our price target on Palantir to $230 from $200 as we believe tomorrow’s earnings/guidance will be another major step in the right direction as Karp & Co. build out this AI juggernaut.」

Piper Sandler upgrades Roku to overweight from neutral

Piper upgrades Roku following earnings.

「We’re more confident the momentum continues into ’26. The better profitability & shareholder returns helps. As such, we upgrade to OW from N, PT to $135.」

Wells Fargo reiterates JPMorgan as overweight

Wells raised its price target on the stock to $350 per share from $345.

「JPM is a best-in-class global bank based on returns, market share gains, and ability to invest for organic growth.」

UBS upgrades Cisco to buy from neutral

UBS said the stock is firing on all cylinders.

「We upgrade Cisco to Buy based on a multi-year growth cycle driven by AI infrastructure demand, a large-scale Campus refresh cycle, and momentum in Security.」

Stifel initiates Intuitive Machines as buy

Stifel said the company is best positioned in the race to get back to the moon.

「We are initiating coverage of Intuitive Machines, Inc. (LUNR) with Buy recommendation. Our PT of $18 supports more than 50% upside.」