Latest news with #RubenRoy
Yahoo
5 days ago
- Business
- Yahoo
Intel (INTC) Shares Fall Ahead of Crucial Q2 Report
July 24 - Intel (NASDAQ:INTC) shares slid about 2.5% Thursday afternoon as investors braced for the chipmaker's Q2 earnings due after the close. Warning! GuruFocus has detected 7 Warning Signs with INTC. Analysts forecast EPS of $0.01 and revenue of $11.91 billion. Intel has a spotty history of topping expectations, Q1 saw a $0.13 EPS beat versus a $0.01 forecast and revenue of $12.67 billion outpacing the $12.30 billion consensus. Ahead of the report, Stifel's Ruben Roy kept a Hold rating but lifted his price target from $21 to $24.50. UBS's Timothy Arcuri also stayed Neutral, raising his target from $21 to $25. Wall Street's consensus sits at $23.73, with analyst views ranging from $14 to $36. With Treasury yields rising and broader market sentiment mixed after high?profile tech earnings, traders will be watching Intel's guidance for signs of demand in PCs and data?center chips. Any fresh outlook or margin commentary could sway shares further. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
7 days ago
- Business
- Yahoo
Intel (INTC) Price Target Raised Ahead of Lip Bu Tan's First Full-Quarter Earnings Report
Intel Corporation (NASDAQ:INTC) is one of the . On July 21, Stifel analyst Ruben Roy raised the price target on the stock to $24.50 (from $21.00) while maintaining a Hold rating. The raised price target comes ahead of Intel's earnings report due on Thursday. According to the firm, the earnings report will represent Lip Bu Tan's second earnings call and his full-quarter results as the CEO. Stifel is of the view that investors will largely be focused on longer-term commentary regarding 18A production, 14A ramp, and portfolio restructuring efforts. This includes divestiture of non-core functions and investments in AI-centric hardware and software offerings. Intel's results are anticipated to align with consensus estimates, which are an estimated $12.0 billion in revenue, 36.2% adjusted gross margin, and $0.01 adjusted earnings per share. A successful CEO in a modern office with a sweeping view of the financial district. While the firm is optimistic about the second half of 2026 and the first half of 2027, believing it to be the 'window of material inflection,' it is only if things go as planned. The firm therefore maintains a hold rating until it sees catalysts materializing. Intel Corporation (NASDAQ:INTC) designs and sells computing hardware, semiconductor products, and AI-driven solutions for various industries. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. 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
22-07-2025
- Business
- Yahoo
Intel (INTC) Price Target Raised Ahead of Lip Bu Tan's First Full-Quarter Earnings Report
Intel Corporation (NASDAQ:INTC) is one of the . On July 21, Stifel analyst Ruben Roy raised the price target on the stock to $24.50 (from $21.00) while maintaining a Hold rating. The raised price target comes ahead of Intel's earnings report due on Thursday. According to the firm, the earnings report will represent Lip Bu Tan's second earnings call and his full-quarter results as the CEO. Stifel is of the view that investors will largely be focused on longer-term commentary regarding 18A production, 14A ramp, and portfolio restructuring efforts. This includes divestiture of non-core functions and investments in AI-centric hardware and software offerings. Intel's results are anticipated to align with consensus estimates, which are an estimated $12.0 billion in revenue, 36.2% adjusted gross margin, and $0.01 adjusted earnings per share. A successful CEO in a modern office with a sweeping view of the financial district. While the firm is optimistic about the second half of 2026 and the first half of 2027, believing it to be the 'window of material inflection,' it is only if things go as planned. The firm therefore maintains a hold rating until it sees catalysts materializing. Intel Corporation (NASDAQ:INTC) designs and sells computing hardware, semiconductor products, and AI-driven solutions for various industries. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. 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
Business Insider
08-07-2025
- Business
- Business Insider
CoreWeave downgraded to Hold from Buy at Stifel
Stifel analyst Ruben Roy downgraded CoreWeave (CRWV) to Hold from Buy with a price target of $115, up from $75. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Yahoo
05-07-2025
- Business
- Yahoo
Why Jabil's (JBL) AI Exposure Has Analysts Betting on a Long-Term Boom
Jabil Inc. (NYSE:JBL) is one of the . On July 2, Stifel analyst Ruben Roy resumed coverage on the stock with a 'Buy' rating and a price target of $245.00. The coverage resumes following Jabil's growing exposure to artificial intelligence infrastructure. "We are resuming coverage of Jabil, Inc (JBL) with a Buy rating and $245 Target Price. While the majority of Electronic Manufacturing Services (EMS) companies have significantly outperformed YTD (+28%) vs. S&P (+4%), we believe that multiple expansion can be attributed to ongoing improvement in end-market mix, margin expansion, and increasing exposure to AI-related data center infrastructure investment. " Jabil (NYSE:JBL) delivers comprehensive manufacturing and design services, including electronics and electro-mechanical product development, prototyping, validation, and assembly. While we acknowledge the potential of JBL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and . Disclosure: None.
