AAPL
Intel results to test if AI-fueled rally has room to run
Article Summary
BUY- Intel Corporation (NASDAQ: INTC) is expected to report its fastest quarterly revenue growth in about six years, driven by demand rebound for central processors increasingly used to power AI agents.
- Analysts expect Apple, to report second-quarter revenue of $14.42 billion, 12.1% higher from a year earlier, with adjusted earnings of $21 cents per share, with data center and AI segment expected to grow 36.4% to $5.37 billion.
- While AI has boosted demand for Intel's CPUs, the company is grappling with weaker demand from the PC market and margins that remain well below historical highs.
- Investors are eager for details on potential new customers for its contract manufacturing business, including a potential deal to manufacture processors for Apple that U.S.
- President Donald Trump announced in April but neither company has confirmed.
- Winning a contract would boost both Intel's foundry business and its reputation as a contract manufacturer.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 12.8% | 25% | 50.0 ptsMeets Minimum (12.8%) - Passes screener |
| EPS Growth Next 5Y ? | 12.9% | 25% | 35.0 ptsBelow Screener (12.9%) - Modest outlook |
| Target Price Upside ? | 1.9% | 20% | 10.0 ptsNear/At Target (1.9%) - Target: $321.28 vs Current: $327.65 |
| Gross Margin % ? | 47.9% | 15% | 60.0 ptsSolid (47.9%) - Decent margins |
| Drawdown from 52-Wk High ? | -2.2% | 15% | 20.0 ptsBarely a Dip (-2.2%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About AAPL
- Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.
- The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple Vision Pro, Apple TV, Apple Watch, Beats products, and HomePod, as well as Apple branded and third-party accessories.
- It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allows customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms.
- In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV, which offers original content and live sports; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property.
- The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets.
- It distributes third-party applications for its products through the App Store.
- The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers and resellers.
- The company was formerly known as Apple Computer, Inc. and changed its name to Apple Inc. in January 2007.
- Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.