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KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

Wed, 22 Jul 2026 16:00:00 -0400

KeyBanc Capital Markets flagged three companies it believes offer favorable risk-reward ahead of second-quarter results, citing robust AI and server CPU demand as the primary earnings drivers across all three names.

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR) are the stocks in question.

Analyst John Vinh said AI demand "remains extremely robust, while traditional data center demand continues to surge on agentic workloads and improving supply."

On Intel, KeyBanc expects better results and higher guidance, driven by server CPU strength where "demand remains well above supply."

The firm projects Intel can support 25% to 30% server CPU unit

KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

Wed, 22 Jul 2026 16:00:00 -0400

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR) are the stocks in question.

Analyst John Vinh said AI demand "remains extremely robust, while traditional data center demand continues to surge on agentic workloads and improving supply."

On Intel, KeyBanc expects better results and higher guidance, driven by server CPU strength where "demand remains well above supply."

The firm projects Intel can support 25% to 30% server CPU unit

KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

Wed, 22 Jul 2026 16:00:00 -0400

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR) are the stocks in question.

Analyst John Vinh said AI demand "remains extremely robust, while traditional data center demand continues to surge on agentic workloads and improving supply."

On Intel, KeyBanc expects better results and higher guidance, driven by server CPU strength where "demand remains well above supply."

The firm projects Intel can support 25% to 30% server CPU unit

KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

Wed, 22 Jul 2026 16:00:00 -0400

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR) are the stocks in question.

Analyst John Vinh said AI demand "remains extremely robust, while traditional data center demand continues to surge on agentic workloads and improving supply."

On Intel, KeyBanc expects better results and higher guidance, driven by server CPU strength where "demand remains well above supply."

The firm projects Intel can support 25% to 30% server CPU unit

KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

Wed, 22 Jul 2026 16:00:00 -0400

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR) are the stocks in question.

Analyst John Vinh said AI demand "remains extremely robust, while traditional data center demand continues to surge on agentic workloads and improving supply."

On Intel, KeyBanc expects better results and higher guidance, driven by server CPU strength where "demand remains well above supply."

The firm projects Intel can support 25% to 30% server CPU unit

KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

Wed, 22 Jul 2026 16:00:00 -0400

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR) are the stocks in question.

Analyst John Vinh said AI demand "remains extremely robust, while traditional data center demand continues to surge on agentic workloads and improving supply."

On Intel, KeyBanc expects better results and higher guidance, driven by server CPU strength where "demand remains well above supply."

The firm projects Intel can support 25% to 30% server CPU unit

Monolithic Power Systems (MPWR) PT Lowered to $1,700 at Wells Fargo

Mon, 20 Jul 2026 06:36:32 -0400

Wells Fargo analyst Joe Quatrochi lowered the price target on Monolithic Power Systems (NASDAQ: MPWR) to $1,700.00 (from $1,860.00) while maintaining a Overweight rating.

Form 4 MONOLITHIC POWER SYSTEMS For: Jul 15 Filed by: Sciammas Maurice

Fri, 17 Jul 2026 17:44:00 -0400

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Form 4 MONOLITHIC POWER SYSTEMS For: Jul 15 Filed by: Sciammas Maurice

Fri, 17 Jul 2026 17:44:00 -0400

si-local-file:///var/storage/secattach/20260717/26785306.html

3 chip stocks to buy for Q2 results: Wolfe

Thu, 16 Jul 2026 06:00:00 -0400

Analysts at Wolfe Research say they are bullish on analog chipmakers ahead of second-quarter earnings, arguing that rising prices and a growing datacenter business make the group's near-term outlook more attractive than the market may appreciate.

“We're bullish on analog into earnings, raising estimates broadly on higher pricing, with data center a tailwind for most,” analysts including Chris Caso said in a note, singling out Texas Instruments (NASDAQ: TXN), Microchip Technology (NASDAQ: MCHP) and Monolithic Power Systems (NASDAQ: MPWR) as its favorite names in the space.