-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一發布的一份報告指出，英特爾（INTC）對近期前景持樂觀態度，預計全年中央處理器（CPU）的廣泛需求將持續，產品銷售組合的變化將推動平均售價上漲。 RBC分析師表示，整體CPU需求持續超過產能，其中雲端公司成長最為強勁，企業客戶的表現也相當不錯。分析師指出，產品組合已更多地轉向採用更大晶片面積的CPU，這推高了平均售價，而英特爾也已上調價格以反映成本上漲和強勁的需求環境。 報告稱，英特爾的CPU密度正在提升，與傳統的AI訓練工作負載相比，智慧AI推動了更高的CPU/GPU比率。報告也指出，實體AI和邊緣運算也在推高CPU需求，因為它們依賴CPU進行即時推理。 分析師指出，英特爾似乎對其下半年的展望充滿信心。 RBC維持對該公司股票評級為“與行業持平”，目標價為80美元。
Price: $98.23, Change: $-1.39, Percent Change: -1.39%
Expand Energy (EXE) is advancing margin-enhancing commercial initiatives and could see increased shareholder returns through stock buybacks, with its shares trading at a "meaningful discount to peers," RBC Capital Markets said in a report emailed Monday.The firm highlighted a new 1.15 million tonnes per annum LNG offtake agreement tied to Delfin FLNG Vessel 1, which pulls forward prior timelines and supports the company's goal of $0.20 per thousand cubic feet equivalent in margin expansion, equivalent to roughly $500 million in free cash flow, according to the report.Expand Energy remains "on track" to meet its 2026 budget of $2.75 billion to $2.95 billion and production guidance of 7.4 billion to 7.6 billion cubic feet equivalent per day, while retaining flexibility to adjust activity levels in response to weak natural gas prices, the report said.The firm cited encouraging early results from Western Haynesville wells and ongoing leadership transition progress, with a CEO expected in H2 of 2026, and said that after about $1.3 billion in Q2 debt repayment, capital returns are likely to increasingly favor buybacks over "variable dividends," according to the report.RBC has an outperform rating on Expand Energy, with a price target of $145.Price: $99.78, Change: $-0.34, Percent Change: -0.34%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $109 from $132, 12.5x our 2026 EPS estimate of $8.71. We believe this premium multiple is justified by the long-term pent-up demand opportunity and the company's financial flexibility to navigate near-term energy cost pressures. We model a 30-bp operating margin decline in 2026 due to energy costs, which we expect will negate leverage benefits despite modest revenue growth. Our assumptions yield 2026 EPS of $8.71 (revised from $9.54) and 2027 EPS of $9.85 (revised from $10.89). The primary risk to our thesis is the potential for the current energy shock to extend into 2027, which would further weaken consumer demand and likely require downward revisions to future earnings. For now, we expect continued spending from wealthier consumers and a seesawing but present commercial demand to provide a floor for the business. This balance of near-term risk against long-term recovery potential keeps us on the sidelines, awaiting greater clarity on the macroeconomic environment.
Tyson Foods (TSN) has an average rating of hold and mean price target of $68.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $66.19, Change: $+2.51, Percent Change: +3.93%