(That is CNBC Professional’s reside protection of Monday’s analyst calls and Wall Avenue chatter. Please refresh each 20-Half-hour to view the most recent posts.) A banking large and a consulting firm have been among the many shares being talked about by analysts on Monday. Morgan Stanley downgraded JPMorgan Chase to equal weight from chubby. In the meantime, TD Cowen raised its score on Accenture to purchase from maintain. Take a look at the most recent calls and chatter beneath. All occasions ET. 6 a.m.: Piper Sandler upgrades Amerant Bancorp, says shares can rally practically 29% Florida-based financial institution Amerant Bancorp’s latest capital increase has positioned the inventory for regular enchancment, in line with Piper Sandler. Amerant on Thursday priced a $165 million gross capital increase at $19 per share, issuing roughly 8.7 million shares. With that, analyst Stephen Scouten upgraded Amerant to chubby from impartial and raised his worth goal by 50 cents to $25.60. That means the inventory — which is down 16.5% yr up to now — can leap 29.2% over the following yr. “We’re upgrading shares to Obese primarily based on the engaging threat/reward dynamics within the shares put up the increase,” Scouten stated in a notice, additionally lifting his 2025 and 2026 earnings per share targets for the financial institution. “AMTB is now armed with ample capital to develop quickly inside its Florida markets because it has now moved by the final stage of its multi-year transformation and into an execution stage.” — Pia Singh 5:50 a.m.: Morgan Stanley downgrades JPMorgan Chase to equal weight JPMorgan Chase is among the many worst-positioned for charge cuts by the tip of 2025, in line with Morgan Stanley. Analyst Betsy Graseck downgraded the financial institution to equal weight from chubby, forecasting little or no internet curiosity margin enlargement on the financial institution over the close to time period. Her $224 worth goal implies 6.4% potential upside for the inventory, which has gained 23.8% this yr. JPM YTD mountain JPM yr up to now “JPM administration has persistently reminded the Avenue that they’re asset delicate and over-earning on [net interest income],” Graseck stated about JPMorgan shares in a Monday notice. “We see extra room for constructive [net interest margin] surprises elsewhere in our protection, mannequin adverse working leverage subsequent yr and are taking some chips off the desk after outperformance.” Graseck additionally expects the financial institution to ship roughly -3% working leverage subsequent yr, which is probably the most adverse amongst its large-cap banks protection. The analyst stated {that a} quicker tempo of rate of interest cuts is usually constructive for NIM at midcap banks, whereas being extra combined for big cap banks. Decrease charges are a constructive for capital markets revenues, significantly benefitting large-cap banks, she added. — Pia Singh 5:50 a.m.: TD Cowen upgrades Accenture Buyers can purchase shares of Accenture as the corporate’s restoration beneficial properties steam, in line with TD Cowen. Analyst Bryan Bergin upgraded the consulting large to purchase from maintain. He additionally raised his worth goal on shares to $400 from $321, implying upside of 14.4% from Friday’s shut. “ACN bolstered the demand stabilization theme & preliminary FY25 information is appropriately positioned for constructive revisions,” Bergin wrote. “Gen AI traction, and potential demand tailwinds related to Fed charge cuts that ought to be supportive of CY25 IT budgets & tech multiples” “At a better degree, our improve is a name on a directional enchancment within the Providers sector — with ACN serving as a automobile for a lot of buyers to realize sector publicity — and progress throughout a number of areas of ACN’s enterprise,” he stated. Accenture shares are flat yr up to now. Nevertheless, they’ve popped greater than 13% over the previous three months. ACN 3M mountain ACN 3-month chart — Fred Imbert