Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Yeti, Harley-Davidson, Broadcom & more

Morgan Stanley reiterates Nvidia as overweight, citing an unusual memory cycle and data center strength as the key driver.

Mildly positive bias for the next session, with limited follow-through unless earnings confirm the thesis.

The article is a multi-name analyst-call roundup; the only NVDA-specific content is a reiteration and qualitative framing, not new numbers or guidance.

Morgan Stanley reiterates Broadcom as overweight, arguing memory is catching up fast and that mixed signals elsewhere may be a false flag.

Slight upward support versus peers, likely short-lived without additional catalysts.

No new AVGO financials, guidance, or deal terms are provided; the thesis is qualitative and part of a broader list.

BMO downgrades Charles Schwab to market perform from outperform on valuation after a roughly 20% rally and relative outperformance.

Downward pressure possible at the open, especially if other desks echo valuation concerns.

The downgrade is a concrete action with a stated rationale, but the article provides no new Schwab-specific operational data.

Cantor Fitzgerald reiterates Tesla as overweight ahead of earnings later this week, emphasizing Robotaxi and Cybercab as a high-margin SaaS model.

Moderately positive drift into earnings, contingent on whether results validate commercialization and scaling assumptions.

The article is forward-looking and qualitative; the key catalyst is earnings timing, but no new TSLA datapoint is disclosed.

Morgan Stanley upgrades Global Payments to overweight from equal weight, citing more constructive checks across SMB and enterprise customers.

Potential outperformance versus the payments peer group over the next few sessions.

Upgrade plus specific channel-check framing is actionable, but still not a new earnings/guidance release.

Bank of America reiterates Apple as buy ahead of earnings later this month, highlighting component cost inflation, gross margin durability, and Tim Cook’s CEO transition.

Neutral-to-slightly positive bias into the earnings window, with volatility driven by the actual print.

The article provides a clear pre-earnings focus, but it is not a new Apple disclosure or estimate change beyond reiteration.

Loop upgrades Harley-Davidson to buy with a higher $32 price target, citing increased confidence from dealer conversations about the Back to Bricks plan.

Likely positive reaction versus prior valuation expectations, especially if the market was waiting for execution proof.

This is a concrete upgrade and PT change, but the article does not include new Harley financial results.

Goldman Sachs upgrades Yeti to buy from neutral, saying channel checks and brand momentum make the growth outlook more durable.

Short-term upside bias, with follow-through dependent on whether earnings confirm durability.

Actionable rating change with a thesis, but no new YETI quantitative metrics are provided.