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Lynx Equity on Intel (INTC): 'We would fade the rally'
February 18, 2025 6:49 AM ESTLynx Equity on Intel (NASDAQ: INTC): 'We would fade the rally'.
The analyst comments "Why would TSM wish to take a stake in Intels IFS? On more than one occasion, senior members of the TSM management team have expressed their distaste for running fabs overseas, due to higher cost and lack of local talent pool. Why then would TSM wish to acquire an external foundry having questionable performance at advanced... More
Northland on Intel (INTC): 'In Play'
February 18, 2025 6:48 AM ESTNorthland analyst Gus Richard reiterated an Outperform rating and $28.00 price target on Intel (NASDAQ: INTC)
The analyst comments "INTC in Play: There are reports over the weekend that BRCM would consider buying Intel if it can find a buyer for the manufacturing assets. Other press reports suggest that TSMC has considered investing in or taking over INTC's fabs. However, the administration might not support a foreign company operating INTC's U.S. fabs. These persistent rumors and the lack... More
BofA Securities Reiterates Underperform Rating on Intel (INTC)
February 18, 2025 6:33 AM ESTBofA Securities analyst Vivek Arya reiterated an Underperform rating and $19.00 price target on Intel (NASDAQ: INTC).
The analyst comments "Media reports suggest the possibility of Intel (INTC) splitting up, with AVGO and TSMC interested in acquiring parts of the design and manufacturing segments. None of the parties have made any... More
