A major chipmaker and a shoe maker were among the stocks being talked about by analysts on Monday.
Morgan Stanley hiked its price target on Nvidia to $144, implying upside of 16.5%. Meanwhile, UBS upgraded Birkenstock to buy from neutral. Check out the latest calls and chatter below. All times ET. 5:47 a.m.: Morgan Stanley hikes its Nvidia price target Nvidia should continue rising as its next generation of chips arrives, according to Morgan Stanley. Analyst Joseph Moore raised his price target for Nvidia to $144 from $116.
mountain NVDA year to date "We aren't pounding the table at these levels given the sharp appreciation since the last earnings report, but this remains the most compelling narrative in the AI semis space, and as we transition from H100 to H200 and then Blackwell, visibility and backlog will improve materially," he wrote. As a catalyst, Moore cited robust existing demand for Nvidia's current microarchitecture of chips, Hopper.
mountain BIRK year to date — Fred Imbert
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