Deutsche Bank cuts Alphawave IP stock rating to hold, target to GBP1.83

Published 10/06/2025, 09:12
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On Tuesday, Deutsche Bank (ETR:DBKGn) analysts adjusted their stance on Alphawave IP Group PLC (AWE:LN), downgrading the stock from "Buy" to "Hold" and altering the price target to GBP1.83 from the previous GBP1.50. This move comes in the wake of Qualcomm (NASDAQ:QCOM)’s announcement of a recommended cash offer to acquire Alphawave at 183p per share, a transaction that places the company’s valuation at approximately $2.4 billion.

The offer from Qualcomm represents a 96% premium over the closing price of Alphawave’s shares prior to the emergence of bid reports. The acquisition, which is anticipated to be finalized in the first quarter of 2026, suggests an enterprise value of $2.4 billion for Alphawave, correlating to a headline valuation of 23 times the projected 2027 earnings.

In conjunction with the acquisition news, Alphawave also revealed that it has completed the sale of its entire interest in the WiseWave joint venture based in China. This disposal is expected to facilitate a smoother approval process for the Qualcomm deal.

While the bid from Qualcomm falls short of Deutsche Bank’s initial hoped-for bid price of 205p per share for Alphawave, the analysts still regard the offer as a positive outcome for the semiconductor company. The deal and the recent divestiture are key developments for Alphawave as it moves forward with its business operations and strategic initiatives.

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