An offer in the realm of our fair value estimate would represent a sufficient premium for current shareholders of no-moat Synaptics.
The narrow-moat firm is poised to capitalize on its leadership positions to drive future growth and potential accretive acquisitions.
The memory supplier is well-positioned, but we continue to view shares as significantly overvalued.
The narrow-moat GPU leader maintained its streak of estimate-beating results, but shares are absurdly priced.
The chip titan’s comprehensive product portfolio is delivering growth on every front despite a declining PC market.
The news that Apple may develop its own PC chips doesn't change our wide-moat rating on Intel, but it does reinforce our negative moat trend assessment.
Qualcomm is ordered to push back its annual meeting by the Committee on Foreign Investment in the U.S., disappointing Broadcom.
The acquisition of NXP for $44 billion makes Qualcomm a relatively less attractive target for Broadcom.
We're raising our fair value estimate on the wide-moat firm but recommend a wider margin of safety before buying.