Intel Stock Has Fallen Over 58% In 1 Year, But Citi Maintains 'Neutral' Rating On Expected Replacement Of Pat Gelsinger In A 'Couple Of Months'
Intel Stock Has Fallen Over 58% In 1 Year, But Citi Maintains 'Neutral' Rating On Expected Replacement Of Pat Gelsinger In A 'Couple Of Months'
The note also stated that the company will streamline its operations with a goal to gain market share in the CPU market in 2025. Citi reiterated its beliefs in Intel's priorities.Intel Corp. (NASDAQ:INTC) discussed its priorities for 2025 with Citi Research analyst Christopher Danely, which includes the company's AI ambitions, solving CPU manufacturing issues, and the appointment of a new CEO.
英特爾公司（納斯達克：INTC）與花旗研究分析師克里斯托弗·達尼利討論了2025年的優先事項，包括公司的人工智能抱負、解決CPU製造問題以及新CEO的任命。
What Happened: David Zinsner and Michelle Johnston Holthaus were named as the interim co-CEOs of Intel on Dec. 2, 2024, while the company searched for a permanent replacement. Former CEO Pat Gelsinger retired and stepped down from the board after over 40 years with the company.
發生了什麼：大衛·辛茲納和米歇爾·約翰斯頓·霍爾特豪斯於2024年12月2日被任命爲英特爾的臨時聯合CEO，公司正在尋找永久替代者。前CEO帕特·基爾辛格在公司工作超過40年後退休並辭去了董事會職務。
Citi Research, in its research note dated Jan. 9, 2025, highlighted how it plans to work on the most pressing matters in the new year. This includes fixing the product roadmap, fixing CPU manufacturing, and establishing a meaningful foothold in the AI market.
花旗研究在其2025年1月9日的研究報告中強調了它計劃在新的一年裏解決的最緊迫事項。這包括修復產品路線圖、修復CPU製造並在人工智能市場上建立有意義的立足點。
The note also stated that the company will streamline its operations with a goal to gain market share in the CPU market in 2025. Citi reiterated its beliefs in Intel's priorities.
該報告還指出，公司將簡化其運營，目標是在2025年獲得CPU市場的市場份額。花旗重申了對英特爾優先事項的信心。
Talking about the search for a new CEO, the research note added "We believe Intel could announce a new CEO within a couple of months and reiterate our Neutral rating." The price target remained unchanged at $22 per share, assigned on Nov. 26, 2024.
談到尋找新CEO的問題，研究報告補充道："我們認爲英特爾將在幾個月內宣佈新CEO，並重申我們的中立評級。" 目標價保持在每股22美元，自2024年11月26日起分配。
Why It Matters: Intel's market capitalization has significantly lagged behind its competitors.
爲什麼這很重要：英特爾的市場市值顯著落後於其競爭對手。
While Intel's value stands at $85.7 billion, Qualcomm Inc.'s (NASDAQ:QCOM) market cap stands at $176.7 billion. Advanced Micro Devices Inc. (NASDAQ:AMD), a key rival, boasts a market capitalization that is more than double of Intel's at $197.7 billion.
儘管英特爾的市值爲857億，Qualcomm Inc.（納斯達克：QCOM）的市值爲1767億。美國超微公司（納斯達克：AMD）作爲一個主要競爭對手，其市值超過英特爾的兩倍，達到1977億。
Nvidia Corp. (NASDAQ:NVDA) towers above them all with a staggering market capitalization of $3.43 trillion, highlighting the significant gap in valuation within the semiconductor industry.
英偉達公司（納斯達克：NVDA）的市值高達3.43萬億，遠高於所有人，突顯了半導體行業估值之間的巨大差距。
Additionally, Intel's 13th and 14th-generation processors were plagued by persistent performance issues. In August 2024, the chip maker announced plans to cut 15% of its workforce, or about 15,000 jobs, despite receiving $8.5 billion in grants from the U.S. government.
此外，英特爾的第13代和第14代處理器持續存在性能問題。2024年8月，這家芯片製造商宣佈計劃裁減15%的員工，即約15,000個職位，儘管從美國政府那裏獲得了85億的補助。
Price Action: Intel's stock was down 0.4% in premarket on Friday. The stock has declined by 42.99% over the last six months and by 58.12% over a year. Whereas, the Nasdaq 100 has outperformed with gains of 2.45% in the last six months and 26.13% over a year.
價格走勢：週五，英特爾的股票在盤前下跌0.4%。在過去六個月中，股票下跌了42.99%，一年內下跌了58.12%。而納斯達克100在過去六個月中上漲了2.45%，一年內上漲了26.13%。
About 31 analysts tracked by Benzinga have a consensus rating of "sell" with an average target price of $30.23 on Intel stock. BofA Securities, Northland Capital Markets, and Mizuho are among the three most recent analyst ratings, and their average price target stands at $24, implying a 20.85% upside.
根據Benzinga的跟蹤，大約31位分析師對英特爾股票給予了"賣出"的一致評級，平均目標價爲30.23美元。美銀證券、Northland資本市場和瑞穗是最近三項分析師評級中的幾家，其平均目標價爲24美元，意味着有20.85%的上漲空間。
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Photo courtesy: Shutterstock
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譯文內容由第三人軟體翻譯。
