Latest news with #ChristopherRolland
Yahoo
3 days ago
- Business
- Yahoo
Intel (INTC) Is 'Dead Money'--Layoffs, Slow Growth Raise Red Flags
In April 2025, Intel (NASDAQ:INTC) said it intends to slash over 20% of its global workforce under new CEO Lip-Bu Tan after posting quarterly results that beat Street estimates, though its shares remain pressured. That momentum, however, hasn't translated into investor confidence, raising questions about Intel's long-term strategy. Susquehanna analyst Christopher Rolland labels Intel dead money in its present form and suggests a split between its manufacturing arm and production divisions could unlock shareholder value. The Trump administration's focus on onshoring semiconductor production adds urgency to that strategy. Warning! GuruFocus has detected 6 Warning Signs with INTC. Intel's 18A process node is gaining traction despite early hurdles. Rumors swirl of potential foundry agreements with Microsoft (NASDAQ:MSFT), and talks with Google (NASDAQ:GOOGL) are reportedly underway. High-volume production is targeted for the second half of 2025, which could attract hyperscale customers and ease concerns over the lack of a major client. Shares of Intel have slid roughly 30% from their year-to-date high, though the stock pays a 2.57% dividend yield. Rolland maintains a neutral rating, noting rivals like AMD (NASDAQ:AMD) continue to chip away at Intel's market share and questioning whether a pickup in PC demand is sustainable. The mean price target of about $24 implies more than 20% upside if these initiatives gain momentum. Is Intel Stock Still a Buy? Based on the one year price targets offered by 32 analysts, the average target price for Intel Corp is $21.31 with a high estimate of $28.30 and a low estimate of $14.00. The average target implies a upside of +9.02% from the current price of $ on GuruFocus estimates, the estimated GF Value for Intel Corp in one year is $23.65, suggesting a upside of +20.97% from the current price of $19.55. This article first appeared on GuruFocus.
Yahoo
3 days ago
- Business
- Yahoo
Intel (INTC) Is 'Dead Money'--Layoffs, Slow Growth Raise Red Flags
In April 2025, Intel (NASDAQ:INTC) said it intends to slash over 20% of its global workforce under new CEO Lip-Bu Tan after posting quarterly results that beat Street estimates, though its shares remain pressured. That momentum, however, hasn't translated into investor confidence, raising questions about Intel's long-term strategy. Susquehanna analyst Christopher Rolland labels Intel dead money in its present form and suggests a split between its manufacturing arm and production divisions could unlock shareholder value. The Trump administration's focus on onshoring semiconductor production adds urgency to that strategy. Warning! GuruFocus has detected 6 Warning Signs with INTC. Intel's 18A process node is gaining traction despite early hurdles. Rumors swirl of potential foundry agreements with Microsoft (NASDAQ:MSFT), and talks with Google (NASDAQ:GOOGL) are reportedly underway. High-volume production is targeted for the second half of 2025, which could attract hyperscale customers and ease concerns over the lack of a major client. Shares of Intel have slid roughly 30% from their year-to-date high, though the stock pays a 2.57% dividend yield. Rolland maintains a neutral rating, noting rivals like AMD (NASDAQ:AMD) continue to chip away at Intel's market share and questioning whether a pickup in PC demand is sustainable. The mean price target of about $24 implies more than 20% upside if these initiatives gain momentum. Is Intel Stock Still a Buy? Based on the one year price targets offered by 32 analysts, the average target price for Intel Corp is $21.31 with a high estimate of $28.30 and a low estimate of $14.00. The average target implies a upside of +9.02% from the current price of $ on GuruFocus estimates, the estimated GF Value for Intel Corp in one year is $23.65, suggesting a upside of +20.97% from the current price of $19.55. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 days ago
- Business
- Yahoo
Susquehanna Raises Broadcom (AVGO) Price Target, Keeps Buy Rating
On May 29, Susquehanna raised the price target on Broadcom Inc. (NASDAQ:AVGO) from $250 to $280, keeping its Buy rating on the stock. Christopher Rolland from Susquehanna increased the price target on AVGO after reviewing the company's custom silicon AI chips prospects, fueled by the growing AI infrastructure market. Rolland sees the continuation of AI networking momentum and solid core semiconductor business to be key for Broadcom. A technician working at a magnified microscope, developing a new integrated circuit. The analyst expects Broadcom to deliver earnings in line with or slightly better than expectations, driven by ongoing AI momentum and further optimization of its VMware portfolio. Wall Street expects the company to post Q2 2025 earnings to grow by 43% year-over-year to $1.57 per share, while revenue is estimated to rise about 16% to $14.65 billion. The company is scheduled to report its quarterly results on June 5, 2025. The demand environment remains strong, especially fueled by hyperscalers such as Meta increasing their AI investments. Rolland mentioned that this bodes well for Broadcom's networking and custom silicon segments. Moreover, Broadcom's competitive positioning in DSPs and PCIe retimers, along with its robust ASIC momentum, supports a positive outlook. The analyst believes that the transition of VMware customers to subscriptions will provide a sustained boost, supported by Broadcom's integration strategy. Broadcom Inc. (NASDAQ:AVGO) is a global technology firm that designs and manufactures various semiconductors, enterprise software, and security solutions. The company has two segments including semiconductor solutions and infrastructure software. While we acknowledge the potential of AVGO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AVGO and that has 100x upside potential, check out our report about this cheapest AI stock. Read Next: and . Disclosure. None. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
7 days ago
- Business
- Yahoo
Susquehanna Reaffirms Buy on Coherent (COHR) Amid Strong Outlook
On May 28, Susquehanna analyst Christopher Rolland reaffirmed a Buy rating on Coherent Corporation (NYSE:COHR) with an unchanged price target of $100. Rolland's bullish view is supported by the company's strong competitive positioning and encouraging financial guidance. On the fundamental level, the analyst remains confident about Coherent's continued investments in advancing its technologies, such as optical circuit switches and transceivers, which are expected to support long-term growth. He further emphasized the company's efforts to improve cash flows and reduce debt. Coherent is targeting significant market opportunities, including a $44 billion Serviceable Available Market (SAM) in the Data Center & Communications sector and a $23 billion SAM in the Industrial sector by 2030. According to Rolland, the company now views these two areas as its primary focus, aligning with its long-term growth strategy. Rolland is also encouraged by Coherent's financial targets for FY 2025, which include projected revenue growth of 23%, adjusted gross margins of 38%, and adjusted operating margins of 17.8%. Furthermore, the company is expected to achieve a compound annual revenue growth rate (CAGR) of 10% to 15% over the next three to four years. Coherent Corp. (NYSE:COHR) is a developer and manufacturer of engineered materials, networking products, optoelectronic components, and optical and laser systems for the industrial, communications, electronics, and instrumentation markets. The company holds a strong position in the optical communications market, particularly with its innovative solutions for data centers, such as datacom optical transceivers. While we acknowledge the potential of COHR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than COHR and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
25-05-2025
- Business
- Yahoo
Susquehanna Reiterates Buy Rating on Analog Devices (ADI) After Q2 Report
On May 23, analyst Christopher Rolland of Susquehanna reiterated a Buy rating on Analog Devices Inc. (NASDAQ:ADI) and set a price target of $280.00. The rating followed the release of the company's solid fiscal Q2 2025 results, with revenue and EPS coming in at the high end of its guidance. Analog Devices Inc. (NASDAQ:ADI) reported $2.64 billion in revenue, with double-digit year-over-year growth across all end markets. It expects revenue for fiscal Q3 2025 to be around $2.75 billion, +/- $100 million. A technician working on power management in a semiconductor factory. The analyst supported his Buy rating with these results, stating that the higher-than-expected guidance and results were supported by rising demand in the automotive sector, especially in power solutions and connectivity, and a cyclical recovery. Automotive revenue comprised 32% of the total revenue, showing a 24% year-over-year and 16% sequential growth. The firm further noted that another factor supporting the growth is a widening recovery across industrial regions and subsectors, with a book-to-bill ratio above 1.0. The industrial segment underwent a 17% year-over-year and 8% sequential growth, supported by broad recovery across subsectors and suggesting strong future demand. According to the analyst, the rising demand in communications is also proving beneficial for Analog Devices Inc. (NASDAQ:ADI), bolstered by AI infrastructure buildouts. Although the effects of tariffs may bring some conservatism, the analyst expects Analog Devices Inc. (NASDAQ:ADI) to return to growth in fiscal year 2025. Management is confident about its ability to attain higher growth rates, and the analyst believes that the company's ability to effectively manage inventory and outperform its peers further positions it for long-term growth. Analog Devices Inc. (NASDAQ:ADI) is a semiconductor company that combines digital, analog, and software technologies into engineering solutions. Its products include digital signal processing and system, analog and mixed signals, power management and reference, amplifiers radio frequency, and more. While we acknowledge the potential of ADI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ADI and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Sign in to access your portfolio
