Added to YB: 2025-04-29
Pitch date: 2025-04-25
INTC [neutral]
Intel Corporation
+121.77%
current return
Author Info
Irrational Analysis shares engineering-driven investment analysis. Sign up for the newsletter.
Company Info
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.
Market Cap
$227.1B
Pitch Price
$20.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.34
P/E
-757.67
EV/Sales
4.70
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)