Hard to imagine the company is making money. Any predictions?
17 replies (most recent on top)
who cares it is Intel, not a player and no products with relevance. long term investors are looking for a chance to get out not in
@f2 how is that positive... we failed but wait we will win in the future... people have heard that to much. Did you hear that flushing sound?...
I predict they'll announce the spinoff of NEX as a standalone company with funding from outside investors.
Earnings will be positive. 18A will be delayed. Intel will announce they will jump to 14A.
No product, no government bailout, no money.
Options market is not pricing in a big move. Surprisingly small actually. If there was big news that was not already known, they would likely announce it before earnings.
Layoff may bump up stock, this is why the layoff is manipulated to be close to the Q2 earnings day. Each quarter, Intel relies on layoff to avoid the stock goes to $10.
FUBAR
Q2 earnings call will boost stock. To quote Dave:
"We have undertaken strategic measures to drive profitability and improve margin considerably starting in Q3. We will optimized our workforce in Q3 reducing our HC by 30,000 primarily through actions and contractor optimizations. This will be a 1 time charge for the reductions in Q3 which will then allow us to accelerate our profitability and margin improvement. AI, AI, AI will increase our productivity and product velocity. DefMet has outstanding results which will accelerate our yields and margins. I will get a big bonus check when they fire me. I love this company. What company in the world pays me extra to mess it up and then have a great exit package. I love this company".
@bz that’s what I thought last year when Bloomberg called the layoff. Stock crashed instead.
Let's see and compare with last year's Q2, when the s--t hit the fan. Stock went from low 30s to about $19.50.
What has happened since then? talent left and took packages, chips act funding getting clawed back, Ohio postponed, no big customers announced, board took forever to announce a new CEO, new CEO executes new layoffs (poorly), market share is down, AMD is up and gaining AI notoriety, which will translate to their x86.
None of this is looking at the balance sheets (which majority of investors don't do).
INTC still rated HOLD.
It doesn't seem like anything has gotten any better to warrant a stock price increase.
My theses is 40% gain by end of next week based on pending news and other fundamentals in play
If we want a large jump in stock price, there must be some bigs news like possible selling some of the factories. If you wait for Intel to slowly getting better, INTC will also slowly rise. I don't have time to wait for Intel to get better.
I agree with @bc - the numbers are ok but what matters is forward thinking and the investor is seeing our pie shrink and someone else's pie is getting bigger and we do not get to eat that new pie so, we are fu---d
Oh intels q2 will be ok. Doesnt matter though.
I predict that Everything is Awesome!
Well, awesomerererer than it was.
1 banana