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.
英特尔公司（纳斯达克：INTC）与花旗研究分析师克里斯托弗·达内利讨论了其2025年的优先事项，包括公司的人工智能雄心、解决CPU制造问题以及任命新首席执行官。
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.
发生了什么：大卫·欣斯纳和米歇尔·约翰斯顿·霍尔瑟于2024年12月2日被任命为英特尔的临时联合首席执行官，期间公司一直在寻找永久接任者。前首席执行官帕特·基尔辛格在公司工作了超过40年后退休并辞去了董事职务。
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日的研究报告中强调，它计划在新的一年中着手解决最紧迫的问题。这包括修复产品路线图、修复CPU制造，并在人工智能市场中建立重要立足点。
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.
该报告还指出，公司将精简其运营，目标是在2025年在CPU市场中获得市场份额。花旗重申了对英特尔优先事项的信心。
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.
谈到寻找新首席执行官时，研究报告补充道：“我们相信英特尔可能在几个月内宣布新的首席执行官，并重申我们的中立评级。”目标价保持不变，为每股22美元，于2024年11月26日设定。
Why It Matters: Intel's market capitalization has significantly lagged behind its competitors.
为什么这很重要：英特尔的市值显著落后于其竞争对手。
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.
虽然英特尔的市值为857亿，但高通公司的（纳斯达克：QCOM）市值为1767亿。美国超微公司（纳斯达克：AMD），一个主要竞争对手，其市值超过英特尔，达到了1977亿。
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.
英伟达公司（纳斯达克：NVDA）的市值高达3.43万亿，远远高于其他公司，突显了半导体行业内部估值差距的显著性。
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，英特尔第13代和第14代处理器存在持续的性能问题。2024年8月，这家芯片制造商宣布计划裁减15%的员工，约15,000个职位，尽管获得了美国政府85亿的补助。
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.
价格动态：周五，英特尔的股票在盘前交易中下跌0.4%。在过去六个月里，股票下跌了42.99%，一年内下跌了58.12%。而纳斯达克100则表现优异，过去六个月上涨了2.45%，一年内上涨了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.
根据Benzinga的数据显示，约31位分析师对英特尔股票的共识评级为"卖出"，平均目标价为30.23美元。美银证券、北方资本市场和瑞穗证券是最近三个分析师评级机构，其平均目标价为24美元，暗示20.85%的上涨空间。
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