Jefferies cuts Alphawave stock rating after Qualcomm offer

Published 25/06/2025, 17:30
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Investing.com - Jefferies downgraded Alphawave IP Group PLC (LON:AWE) stock rating from Buy to Hold on Wednesday, while raising its price target to GBP1.83 from GBP1.60 following Qualcomm (NASDAQ:QCOM)’s cash offer for the company.

The research firm initially upgraded Alphawave to Buy on April 3 when Qualcomm first confirmed it was considering making an offer for the semiconductor intellectual property company. Jefferies believed Alphawave’s IP portfolio would be attractive to Qualcomm, making a bid likely.

Qualcomm’s subsequent cash offer of 183 pence per share has driven Alphawave shares to approximately 173 pence, prompting the downgrade as the market has largely priced in the cash offer.

Jefferies expects the acquisition deal to receive regulatory approval and does not anticipate any counter-bids from other potential acquirers.

The price target adjustment to 183 pence per share aligns exactly with Qualcomm’s cash offer for the British chip designer, reflecting Jefferies’ view that the current share price now approaches fair value based on the proposed transaction.

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