文章核心观点 - 英特尔将公布一季度财报，分析师有盈利和营收预期，公司计划裁员超20%，股价有涨幅，多位分析师给出评级和目标价调整 [1][2][3][6] 财报信息 - 英特尔将于4月24日周四收盘后公布第一季度财报 [1] - 分析师预计公司本季度每股收益为0美元，低于去年同期的18美分 [1] - 据Benzinga Pro数据，英特尔预计本季度营收为123亿美元，低于去年同期的127.2亿美元 [1] 公司动态 - 英特尔计划在新CEO Lip - Bu Tan领导的重大改革中裁员超20% [2] 股价表现 - 英特尔股价周三上涨5.5%，收于20.59美元 [3] 分析师评级 - 4月23日，Wedbush分析师Matt Bryson维持“中性”评级，将目标价从20美元降至19美元，准确率76% [6] - 4月22日，Bernstein分析师Stacy Rasgon维持“市场表现”评级，将目标价从25美元大幅降至21美元，准确率69% [6] - 4月16日，Susquehanna分析师Christopher Rolland维持“中性”评级，将目标价从24美元大幅降至22美元，准确率71% [6] - 4月14日，UBS分析师Timothy Arcuri维持“中性”评级，将目标价从23美元降至22美元，准确率73% [6] - 4月14日，Needham分析师Quinn Bolton重申“持有”评级，准确率76% [6]

文章核心观点 - 英特尔即将公布第一季度财报，其股价走势受财报、成本削减等因素影响，投资者态度谨慎，若财报稳定或有更多重组细节，股价可能上涨 [1][5] 财报预期 - 华尔街预计英特尔第一季度每股收益1美分，营收123亿美元 [1] 股价表现 - 过去一年英特尔股价下跌39%，年初至今上涨近4% [1] - 周四发布文章时英特尔股价上涨3.45%，报21.30美元 [6] 股价技术信号 - 英特尔股价图表发出混合信号，8日和20日简单移动平均线低于当前股价，显示短期看涨信号；50日和200日简单移动平均线高于当前股价，表明仍处于长期下跌趋势 [2] - 移动平均收敛散度为 -0.67，相对强弱指数为50.96，均指向中性至看跌情绪 [3] 裁员消息影响 - 有报道称英特尔可能裁员20%，旨在削减亏损的制造部门成本，股价本周中上涨超5%，此次裁员被视为新CEO领导下财政纪律加强的信号 [4] 分析师评级 - 分析师对英特尔股票的共识评级为中性，目标价为25美元；韦德布什、伯恩斯坦和巴克莱等分析师给出的平均目标价为19.67美元，意味着有7.12%的下行空间 [6]

文章核心观点 - 高通和英特尔作为半导体行业领先企业，正推进半导体产品组合以增强竞争力，分析两者优劣势可知高通目前是更好投资选择 [3][17] 公司业务介绍 高通 - 提供高性能、低功耗芯片设计，应用于移动设备、PC、XR、汽车等领域，拥有3G、4G、5G等技术的知识产权组合 [1] 英特尔 - 在设计和制造半导体解决方案方面地位稳固，其芯片组用于数据中心、网络系统、边缘计算等应用 [2] 公司发展举措 高通 - 凭借5G发展势头、更清晰前景和多元化收入流，有望实现长期收入目标，正从无线通信公司向智能边缘连接处理器公司转型 [4] - 推出Qualcomm X85 5G Modem - RF，为安卓用户提供5G连接，获全球领先网络运营商认可 [4] - 扩展Snapdragon G系列产品组合，三星在其高端设备中部署Snapdragon 8 Elite移动平台 [5] - 与IBM合作推广企业级生成式AI解决方案，重视开发AI PC先进芯片组，收购MovianAI加强基础AI研究 [5] 英特尔 - 战略投资扩大制造产能，推进IDM 2.0战略，在AI领域采取多种战略决策 [7] - 推出Xeon 6处理器支持大型AI工作负载，以较低总体拥有成本提供行业最佳AI CPU [7] - 推出AI解决方案套件，简化边缘AI集成，适用于制造、零售等多个领域 [8] - 作为美国主要半导体解决方案设计和制造商，获美国政府支持，获78.6亿美元商业半导体制造项目直接资金 [8] 公司面临挑战 高通 - 在AI PC市场面临英特尔激烈竞争，高端OEM份额转移减少其Snapdragon平台集成芯片组近期销售机会 [6] - 在高端智能手机市场面临三星Exynos处理器竞争，在中低端市场面临联发科竞争，苹果自研芯片也是重大挑战 [6] - 还可能面临博通和英伟达等强大竞争对手，中美贸易紧张局势可能影响其在华业务 [6] 英特尔 - 因华盛顿收紧对中国高科技出口限制，北京推动关键产业自给自足，面临市场限制和国内芯片制造商竞争双重挑战 [9] - 在GPU和AI方面落后于英伟达和AMD等同行 [9] 公司业绩预测 高通 - Zacks共识估计其2025年销售额和每股收益同比增长分别为11.93%和15.95%，过去60天每股收益估计呈上升趋势 [10] 英特尔 - Zacks共识估计其2025年销售额同比增长0.57%，每股收益预计为47美分，去年同期亏损13美分，过去60天每股收益估计呈下降趋势 [12] 公司价格表现与估值 高通 - 过去一年股价下跌12.4%，而行业增长2.5%，市销率为3.44 [13][15] 英特尔 - 过去一年股价下跌39.5%，市销率为1.56，从估值角度看比高通更具吸引力 [13][15] 公司投资评级 - 高通Zacks排名为2（买入），英特尔Zacks排名为3（持有） [16]

Intel (INTC) is scheduled to report first-quarter 2025 results on April 24 after market close. Let’s take a closer look at its fundamentals ahead of the earnings release.After a dreadful performance last year, Intel has shown an impressive comeback and proved to be a resilient semiconductor stock amid the current market chaos, triggered by trade and tariff gyrations. Intel has shed about 2.4% so far this year, outperforming the industry’s average decline of 26.7%. The outperformance is likely to continue, g ...

Intel Corp (NASDAQ:INTC) is up 5.6% in pre-market trading, after reports surfaced that the chipmaker is preparing to cut more than 20% of its staff. According to Bloomberg, the layoffs are part of a broader effort to streamline management and restore an engineering-driven culture. The move would mark the first major restructuring under new CEO Lip-Bu Tan, who took the helm in March.Down 14.1% so far this month, Intel stock is attempting a sharp rebound, on track to open back above the $20 level. The rally a ...

Intel Corporation (INTC) is scheduled to report its first-quarter 2025 earnings on April 24, after the closing bell. The Zacks Consensus Estimate for sales and earnings is pegged at $12.32 billion and a penny per share, respectively. Over the past 60 days, estimates for INTC have declined to 47 cents per share from 48 cents for 2025 and decreased from earnings of $1.13 per share to $1.12 per share for 2026.INTC Estimate TrendImage Source: Zacks Investment ResearchEarnings Surprise HistoryThe leading semicon ...

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Intel (INTC -0.34%) stock investors have much to look forward to when the company announces its quarterly financial results.*Stock prices used were the afternoon prices of April 18, 2025. The video was published on April 20, 2025. ...

The semiconductor sector is growing rapidly thanks to the rise of artificial intelligence (AI), making it a great area to invest in. The industry saw 19% year-over-year revenue growth to $627 billion in 2024, and is forecast to hit $981 billion by 2029.Two giants of the industry to consider investing in are Intel (INTC -3.28%) and Nvidia (NVDA -5.30%). The former enjoyed decades of dominance in the PC arena. The latter flourished as its semiconductor chips proved popular for AI.Reasons exist to buy shares i ...

Even before the market sell-off, Intel's (INTC -1.61%) stock struggled. That perhaps should be no surprise. The semiconductor company has been largely left behind in the artificial intelligence (AI) infrastructure build-out mania, while its foundry ambitions have floundered. Meanwhile, past acquisitions by and large haven't panned out. Intel stock is down 45% in the last year.Can a new CEO on board help turn around the company and boost the stock?Turnaround effortIntel named a new CEO last month, tapping lo ...