INH Research
Research library.
Notes, earnings previews, and dossiers on our coverage of semiconductors, memory, and compute. Newest first.
Latest research
- NoteINTCSemiconductorsOct 30, 2026FreeIntel (INTC): Downgrade to Hold, PT $80
Data center demand is real, but the Q4 guide, substrate limits and a negative 2027 free cash flow outlook break the execution case behind our $175 target | Hold, PT $80
Rating: Hold · PT: $80
- PreviewINTCSemiconductorsOct 28, 2026FreeIntel (INTC): Finding Foundry
We expect a significant beat; customer-funded capacity is the re-rating catalyst | PT $175
PT: $175
- NoteMUMemoryOct 7, 2026MembersMicron (MU) | FQ4 FY26 First Take: Maintain BUY, PT $2,300
The contracts are carrying the cycle. The FQ1 guide of $61.5B is 7.9% above LSEG consensus, 26 SCAs back about $150B of RPO, and the stock trades at 6.5x FY27 consensus.
Rating: BUY · PT: $2,300
Dossiers
The first dossiers publish here once released.
In progress: NVDA, AMD, AVGO, AMAT, SNPS, CDNS, MU, SKHY, SNDK, NBIS, CRWV, IREN, APLD.
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For informational purposes only. Research, ratings, signals (including Strong Buy / Buy / Hold / Sell), price targets, technical analysis, sentiment, and flow data are opinions of INH Capital, not recommendations to buy, sell, or hold any security. They do not mean you should take any trade. Every reader must do their own due diligence and form an independent decision. Not investment advice. Not a solicitation or offer to buy or sell securities. INH Capital is not a registered investment adviser. Past performance is not indicative of future results.