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大行評級|高盛:下調英特爾目標價至22美元 重申“沽售”評級
格隆匯 08-05 14:26
高盛發表報吿指出,英特爾在披露第二季業績時,同時宣佈重大重組計劃,預計至2025年將總成本(較原先估算)削減100億美元以上。雖然該行認為有關計劃從利潤率和回報角度,為公司最終挑戰其晶圓代工和無晶圓廠同業的必要手段,但預期不足以持續恢復公司的競爭地位。該行考慮到英特爾個人電腦業務的近期庫存調整,以及其數據中心市佔率持續存在的不利因素,將公司今明兩年的非美國通用會計準則(non-GAAP)每股盈利(不包括股權激勵成本)的預測,下調63%及14%,至分別0.43美元與1.53美元,對其目標價由29美元下調至22美元,重申“沽售”評級。
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