bearish
Intel: A Refreshing Direct Tone from New Management that Doesn’t Deny Issues
446 Views31 Jan 2025 05:06
Intel's 4Q results beat Consensus but 1Q25 guidance is weak. Mixed messages on 2025: pressure on product margins, multiple roadmap problems (server, AI). Stock trades at 13x 2025 EPS. That looks fair.
What is covered in the Full Insight:
- Introduction
- Quarterly Results Analysis
- Management's Strategic Direction
- Future Outlook and Predictions
- Conclusion
SUMMARY
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Full Insight
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Nicolas Baratte
Technology / Semiconductor / Internet Research
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