Intel

Melius Research analyst Ben Reitzes believes a doubling of Intel’s stock to $200 within 24 months is possible, driven by expansion of the foundry business and the rollout of 14A manufacturing. His SOTP calculation assumes a 14A production start in 2028, commitments from customers like Apple and Tesla, a possible spin-off of the foundry unit around 2030, and further deals such as potential use of the Ohio plant by SK hynix. The analyst consensus remains markedly more cautious (average target ~117 US dollars) and views Reitzes’s scenario as a speculative bet on several unconfirmed events. » Mere på finanzen.net

Melius Research analyst Ben Reitzes outlines a scenario in which Intel’s stock could rise to $200 within 24 months, driven by increasing value in the foundry business and potential production milestones. Assumptions include mass production of the 14A process from 2028, firm commitments from major customers like Apple and Tesla, and a possible spin-off of the foundry unit around 2030. The analyst values the foundry and product businesses at roughly $80 per share each and identifies additional upside from stable server prices and AI demand. The broader analyst consensus remains cautious (average price target $117.56, mostly “Hold”), so the $200 scenario is presented as a speculative, conditional forecast. » Mere på finanzen.net

Intel shares jumped about 12–13% to roughly $123 as a broad rally in CPU-focused chipmakers lifted the sector. AMD, Arm and Qualcomm also rallied on renewed investor enthusiasm for CPUs, driven in part by demand signals from Meta's new Muse agentic AI app. Analysts say agent-driven AI workloads increase CPU demand beyond traditional accelerators, and Intel's manufacturing and packaging businesses add to its appeal for investors. » Mere på cnbc.com