Intel's Q4 Earnings Preview: Key Expectations and Analyst Ratings

Wednesday, 24 January 2024, 08:00

Intel is gearing up to announce its Q4 Fiscal 2023 results on January 25. Analysts anticipate an 8% revenue increase from the previous year, expected to reach $15.16 billion, primarily driven by a recovery in PC sales and the rising demand for AI chips. Despite recent rallies boosting the stock by nearly 67% over the past year, analysts provide a generally cautious outlook with a consensus 'Hold' rating. Moving forward, Intel's success hinges on its ability to sustain product innovation and capitalize on market trends.
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Intel's Q4 Earnings Preview: Key Expectations and Analyst Ratings

Intel's Earnings Preview

Semiconductor giant Intel (NASDAQ:INTC) is set to release its fourth quarter Fiscal 2023 results on January 25, after the market closes. The company’s quarterly performance is expected to benefit from the ongoing recovery in PC sales, rising demand for AI chips, and the ramp-up of its foundry capabilities.

Quarterly Performance Expectations

Currently, analysts predict that revenue will rise by 8% from the year-ago quarter to $15.16 billion. Expected earnings are forecasted to be $0.45 per share in Q4, compared to $0.10 per share reported in the prior-year period.

Analysts Ratings and Price Targets

  • 5-star analyst Matt Bryson raised the price target on Intel stock to $45 while maintaining a Hold rating.
  • Wells Fargo analyst Aaron Rakers reiterated a Hold rating, expecting higher revenue from Intel's Client Computing Group (CCG).

Market Insights from Trading Activity

Options traders are pricing in a +/- 7.06% move on earnings, which is smaller than the previous quarter’s earnings-related move of -9.3%.

Conclusion

Overall, although Intel’s focus on increasing AI adoption and new product developments positions the company for long-term growth, analysts highlighted that there is limited upside potential for the stock after its recent price rally.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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