ChipsSeeking Alphaabout 3 hours ago
Intel: The Re-Rating Has Gone Too Far
1 min read
Intel received a Sell rating after its stock surged 42% to over $120 due to strong AI and data center growth of 22% year-over-year. Valuation at EV/EBITDA of 43.31 shows negative free cash flow yield and limited upside amid rising CPU competition from Nvidia and AMD. Foundry losses from Google and SpaceX deals are projected through 2030.
Level
Hype check
Tap to vote and see what everyone thinks.
