Svmuu News: Goldman Sachs released a research report, assigning Intel a “Neutral” rating for the first time,with a target price of $150. The firm expects Intel to benefit from rising demand for server CPUs driven by agent-based AI and estimates that the GPU/CPU price ratio could gradually decline from 2x to approximately 1.1x to 1.4x.
Goldman SachsThe firm believes that, as the leader in the U.S. domestic foundry industry, Intel will make short-term progress in its advanced packaging business, with revenue expected to reach approximately $10 billion by 2030, while external foundry revenue is projected to reach $11 billion by 2030.Goldman Sachs believes that Intel currently offers a relatively balanced risk-reward profile, while AMD, NVIDIA, and Broadcom present more attractive opportunities.
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Goldman Sachs: Initiates coverage on Intel with a Neutral rating and a price target of $150
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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