Added to YB: 2025-04-29
Pitch date: 2025-04-25
INTC [neutral]
Intel Corporation
+87.92%
current return
Author Info
Irrational Analysis shares engineering-driven investment analysis. Sign up for the newsletter.
Company Info
Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide.
Market Cap
$192.2B
Pitch Price
$20.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.37
P/E
895.10
EV/Sales
4.07
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
INTC (earning soverview): Semiconductor disaster with 18A yield issues (PDK, parametric), significant market share losses to AMD, AI misses. Intel 7 capacity strangely 'constrained' despite writing off equipment as junk 6 months ago. Lip-Bu (paid if stock hits $70) attacking 'empire builder' middle management. 18AP in 2027 potential turnaround.
Read full article (4 min)