#targetprice

Posts mentioning hashtag #targetprice

Below are all the posts — topics as well as replies — that mention the hashtag #targetprice.

Mention #targetprice in your post to continue the discussion!

UBS expects Google, Apple, AMD, and NVIDIA to sign foundry commitments this fall with Intel

UBS Group highlights $INTC 14A PDK as a key catalyst, raising the target price to $65.

UBS Group released a research report stating that $INTC exhibits resilient demand for personal computers (PCs), with significant growth in server CPU demand as well. In addition, the company has already raised prices by about 10%, and price increases are expected to continue throughout this year, particularly in the enterprise server segment.

UBS has slightly raised its first-quarter revenue forecast for the group from the previous $12.2 billion to $12.5 billion, while leaving its earnings-per-share forecast unchanged at $0.06. For the group's 2026–2028 revenue projections, the firm has increased estimates from $51.1 billion, $52.4 billion, and $56.1 billion to $53.1 billion, $55.1 billion, and $58.5 billion, respectively. Earnings-per-share forecasts have also been revised upward from the original $0.35, $0.60, and $0.92 to $0.44, $0.75, and $1.05, respectively.

UBS noted that Intel's foundry business is seeing improving prospects, particularly in the 14nm process. At the same time, it expects customers such as Google, Apple, AMD, and NVIDIA to sign foundry commitments this fall. In addition, the potential scenario of merging the Ohio wafer fab project with Musk's TeraFab also boosts confidence in the long-term outlook for the foundry business.

However, UBS remains skeptical about Intel's long-term earnings per share profitability. Even under an optimistic scenario, EPS is expected to exceed only about $3.50 by 2030. UBS believes that there is limited room for further upside in the stock price, and the key catalyst—the release of the 14A 1.0 PDK—has yet to materialize. It is expected that the stock price will still trend higher within this year.

UBS assigned a "Neutral" rating to Intel, with the price target raised from $51 to $65.


Why Do We Avoid TDC?

https://stockstory.org/us/stocks/nyse/tdc/news/buy-or-sell/3-of-wall-streets-favorite-stocks-with-questionable-fundamentals
Teradata (TDC)
Consensus Price Target: $35.73 (40.2% implied return)
Pioneering data warehousing technology in the 1980s before "big data" was a common term, Teradata (NYSE:TDC) provides cloud-based data analytics and AI platforms that help large enterprises integrate, analyze, and leverage their data across multiple environments.

Why Do We Avoid TDC?
Offerings struggled to generate interest as its billings were flat over the last year
Projected sales for the next 12 months are flat and suggest demand will be subdued
Sky-high servicing costs result in an inferior gross margin of 59.8% that must be offset through increased usage

At $25.48 per share, Teradata trades at 1.5x forward price-to-sales.


nike is gently creeping down to $30 land

I have been studying this stock (long term investor here) and I can see that it has absolutely NO support.
On a day that market is flat it is down 3 percent. That is not good.
That means that nobody gives sh-t about this stock today and it has been true in
recent days.
This NKE stock is reminiscent of UA stock. After being hot for a while, UA had lonely and slow death.
Unless EH and the management can turn this ship, the ultimate destination is in the teens in my opinion.

I have a great idea! let Nike buy UA and give Converse treatment. That is great way to ki-l your competition!! LOL


Does STI have a confirmed payout date yet?

Last year is my only point of reference, so I’m not sure what the norm is. Can anyone confirm?

I’m trying to recall if we received a Q4 % to goal email yet where that payout detail may have been shared but honestly can’t even remember the usual timing of
Those after quarter end.


And that's why Yvonne was let go

No chance a competent CFO would sign off on these new projections.

They assume the absolute best case market scenarios with no room for error or a down turn in AI spending.

They're also entirely unneeded ad the company continues to meet or exceed market expectations.

Jeff is doing all he can to hit that $200 mark. Seems the rumors were true about him being out if he doesn't make it.