Melius Research vs Moelis & Company

Intel could hit $200 per share in two years, says Melius analyst

Melius Research analyst Ben Reitzes has set a buy rating on Intel with a $165 price target, implying about 70% upside from the previous close, but sees the stock reaching as high as $200 per share within two years. Reitzes bases his bullish outlook on potential foundry agreements with Apple, Tesla, and another hyperscaler, and strong server CPU pricing and AI PC mix that could drive product earnings above $4. He also notes a Reuters report that Intel is considering a deal to help SK Hynix manufacture memory chips in the U.S., potentially leasing part of its Ohio facility. Intel shares have gained roughly 300% over the past 12 months, and the stock was up more than 4% on the day. The analyst's view contrasts with consensus, as only 15 of 50 analysts rate it a buy.

• Melius Research has a buy rating on Intel with a $165 price target, implying ~70% upside.
• Analyst Ben Reitzes sees Intel trading as high as $200 per share in the next two years.
• Intel could rally on foundry agreements with Apple, Tesla, and another hyperscaler, per analyst.

Moelis Appoints Greg Guest as a Managing Director in its Private Capital Advisory Group

Moelis & Company announced the appointment of Greg Guest as a Managing Director in its Private Capital Advisory Group, continuing the expansion of its private capital advisory business.

Moelis Appoints Russell Mason as a Managing Director in its Capital Structure Advisory Group

Moelis & Company announced the appointment of Russell Mason as a Managing Director in its Capital Structure Advisory Group on August 24, 2026.

Investor Presentation Released: Moelis & Company

AI parsed presentation narrative: Moelis & Company delivered record revenues for both the second quarter and first half of 2026, driven by strong client engagement and momentum in transaction activity. Management is focused on expanding its advisory capabilities through aggressive talent acquisition, having hired 12 Managing Directors year-to-date, while maintaining a debt-free balance sheet and returning significant capital to shareholders. Key tailwinds mentioned: Transaction Momentum, Talent Expansion.