Intel

Lazard Capital is out with its report today on Intel (NASDAQ: INTC), maintaining Neutral. In a note to clients, Lazard Capital writes, "We maintain our NEUTRAL rating on INTC for the following reasons: On the positive side we see: 1) Outperformance on the PC side with higher than expected revenues...

Piper Jaffray is out with its report today on Intel (NASDAQ: INTC), maintaining Neutral. In a note to clients, Piper Jaffray writes, "Intel reported a strong Q1 and provided strong Q2 guidance. Q1 strength was driven by a quick recovery from its chipset flaw, Sandy Bridge channel fill, and an...

J.P. Morgan is out with its report today on Intel (NASDAQ: INTC), upgrading INTC from Neutral to Overweight. In a note to clients, J.P. Morgan writes, "We are upgrading INTC from Neutral to Overweight due to upside to Consensus as inventory has normalized at both Intel and the channel. We are...

Goldman Sachs is out with its report today on Intel (NASDAQ: INTC), maintaining Neutral. In a note to clients, Goldman Sachs writes, "We are positive on Intel's server business, which we believe will benefit from share gains as well as a higher-end mix. In addition, we believe Intel's 3.6%...

According to J.P. Morgan, Intel (NASDAQ: INTC) is expected to miss 1Q11 guidance despite positive March PC datapoints from Asia. J.P. Morgan reported that aggregate notebook ODM shipments increased 61% MoM in March, above guidance of up 50% MoM and normal seasonality of up 25% MoM following below...

Deutsche Bank Maintains Buy on Intel (INTC) Deutsche Bank is out with its report today on Intel (NASDAQ: INTC), maintaining Buy after Anand Chandrasekher, Intel's senior VP and general manager of Ultra Mobility Group, resigned. In a note to clients, Deutsche Bank writes, "Intel remains committed...

After market close, Intel Corporation (NASDAQ: INTC) and NVIDIA Corporation (NASDAQ: NVDA) settled the outstanding litigation between the two companies and entered into a new patent cross license agreement, Jefferies reports. “Under the terms of the new agreement, Intel will have continued access...

"Research firm Gartner recently projected PC shipments would rise 14% this year and 16% next year, down from a September forecast of 18% growth in both periods," notes Richard Moroney. The editor of Dow Theory Forecasts explains, "Intel (INTC), which provides microprocessors for 81% of PCs, is...

Standpoint Research downgrades Intel from (NASDAQ: INTC) Buy to Hold.

Deutsche Bank has published a research report on Intel (NASDAQ: INTC) and Advanced Micro Devices (NYSE: AMD) following 3Q earnings results from both companies. In the report, Deutsche Bank writes "Our Intel P/T rises from $25 to $26 based on a EV/S ratio of 2.7x our 2011 revenue estimate, below the...

Auriga has published a research report on NVIDIA (NASDAQ: NVDA) and makes only minor tweaks to its forecast model. In the report, Auriga writes "While we have remained neutral on NVIDIA (NVDA, Hold) stock, we have been clear that one of the most attractive aspects to the story is the growth...

In a sign of further PC stabilization, Jefferies & Company reports that Advanced Micro Devices, Inc. (NYSE: AMD) made substantial improvements to its profitability and capital structure. “But concerns regarding AMD's unproven positioning in low-end notebooks and weak positioning in servers keep...

In a report released this morning, Jefferies & Company discussed the challenges Intel Corporation (NASDAQ: INTC) could face in the coming year. “We continue to believe Intel will face headwinds as (1) desktop PC growth slows, (2) it finally faces ASP pressures from a continued mix shift to the...