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Intel upgraded to hold; TSMC rated buy for stronger margins and growth

Analyst Insights
01 Oct 2026
Seeking Alpha
View Source
Bullish
Intel upgraded to hold; TSMC rated buy for stronger margins and growth

Intel's balance sheet remains weak despite strong CPU demand, with the lowest IC ratio among peers and a higher trading price than the sector average. In contrast, TSMC shows robust profit margins and revenue growth, positioning it well for market share expansion. As a result, Intel's rating has been upgraded to hold, while TSMC receives a buy rating, reflecting its stronger financial health and growth prospects.

Intel's stock price on Pluang is currently USD 124.17, showing a 3.28% increase in the last day. The stock has a market cap of $612.82 billion and a dividend yield of 2.24%. This data is as of Oct 01, 2026 13:11 WIB.

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