Selected stock price target news of the day - January 31st, 2025

By: Matthew Otto

Intel Surpasses Q4 Estimates but Offers Cautious Outlook Amid Market Challenges

Intel reported a fourth-quarter with adjusted earnings per share of 13 cents, surpassing the consensus estimate of 12 cents. Revenue totaled $14.26 billion, ahead of the anticipated $13.81 billion, but down 7% year over year.

Intel recorded a net loss of $126 million, or 3 cents per share, compared to a net income of $2.67 billion, or 63 cents per share, in the same period last year. Intel’s Client Computing Group generated $8.02 billion in revenue, declining 9% but beating the $7.84 billion consensus. Meanwhile, the Data Center and Artificial Intelligence segment reported $3.39 billion in revenue, in line with analyst expectations, and the Network and Edge unit saw a 10% year-over-year increase, contributing $1.62 billion..

First-quarter revenue is projected between $11.7 billion and $12.7 billion, below the consensus estimate of $12.87 billion, with breakeven adjusted earnings. Despite uncertainties, Intel finalized a $7.86 billion U.S. government grant for manufacturing projects and confirmed progress toward volume chip production based on its 18A process technology by 2025.

Analyst Ratings Reflect Mixed Sentiment Amid Cautious Guidance

Benchmark analyst Cody Acree reiterated with a Hold rating.
Needham analyst Quinn Bolton reiterated a Hold rating.
Roth MKM analyst Suji Desilva maintained a Neutral rating but lowered the price target from $25 to $20.
Rosenblatt analyst Hans Mosesmann reiterated a Sell rating and the $20 price target.
JPMorgan analyst Harlan Sur reduced the price target to $23.
Goldman Sachs analyst Toshiya Hari decreased the price target from $19 to $18..
Cantor Fitzgerald analyst C.J. Muse reiterated a Neutral rating and a $22.00 price target.
Deutsche Bank analyst Ross Seymore lowered the price target to $23.
Truist Securities analyst William Stein cut the price target to $21.

Which Analyst has the best track record to show on INTC?

Analyst Matthew Bryson (WEDBUSH) currently has the highest performing score on INTC with 14/14 (100%) price target fulfillment ratio. His price targets carry an average of $3.52 (16.39%) potential upside. Intel stock price reaches these price targets on average within 173 days.

Comcast Faces Subscriber Decline Despite Revenue and Profit Growth in Q4

Comcast reported a fourth-quarter loss of 139,000 broadband subscribers, higher than the 91,000 decline analysts had expected, according to FactSet.

The subscriber losses were attributed to increased competition from telecom firms bundling 5G mobile services with internet plans and business disruptions caused by Hurricanes Milton and Helene in Florida. Despite these setbacks, Comcast announced plans to introduce new bundled pricing packages in upgraded markets to compete with wireless carriers such as AT&T and Verizon.

Comcast’s total revenue for the quarter rose 2.1% to $31.92 billion, surpassing the $31.64 billion estimate from LSEG. Adjusted earnings per share came in at 96 cents, beating forecasts by 10 cents. Comcast’s studio division revenue increased nearly 7%, while Peacock’s revenue grew 27.8% following price hikes in 2023. However, cable TV networks continued to decline, losing 311,000 subscribers as consumers shifted toward streaming services.

Analysts React Q4 Results with Downgrades and Lower Price Targets

BofA Securities analyst Jessica Reif Cohen downgraded from Buy to Neutral and the price target from $50 to $38.
Goldman Sachs analyst Michael Ng maintained a Buy rating and adjusted the price target from $50 to $44.
Loop Capital analyst Alan Gould lowered the price target to $50.
JPMorgan analyst Philip Cusick reduced the price target to $39.
Bernstein SocGen Group analyst Laurent Yoon cut the price target to $38.

Which Analyst has the best track record to show on CMCSA?

Analyst Kannan Venkateshwar (BARCLAYS) currently has the highest performing score on CMCSA with 15/19 (78.95%) price target fulfillment ratio. His price targets carry an average of $-0.92 (-2.14%) potential downside. Comcast stock price reaches these price targets on average within 178 days.

Coursera Beats Q4 EPS and Revenue Estimates, Provides Cautious Q1 2025 Guidance

Coursera reported Q4 2024 earnings per share (EPS) of $0.08, exceeding the analyst estimate of $0.04 by $0.04. Quarterly revenue totaled $179.2 million, surpassing the consensus estimate of $176.49 million.

Coursera maintained a gross profit margin of 53%, while non-GAAP gross profit reached $97.5 million or 54% of revenue. Net loss for the quarter was $(21.6) million, or (12.1)% of revenue, consistent with the prior year’s percentage. Adjusted EBITDA rose to $9.5 million or 5.3% of revenue, compared to $5.7 million or 3.4% of revenue in Q4 2023. Operationally, consumer revenue grew 5%, enterprise revenue increased 7%, and degrees revenue rose 14%.

For the full year 2024, revenue reached $694.7 million, a 9% increase from the previous year. Gross profit was $371.4 million, representing 53% of revenue, while non-GAAP gross profit was $379.6 million or 55% of revenue. Coursera narrowed its net loss to $(79.5) million, compared to $(116.6) million in 2023. Adjusted EBITDA improved to $41.5 million or 6.0% of revenue. Coursera generated $95.4 million in net cash from operating activities and delivered $59.3 million in Free Cash Flow, up from $7.9 million a year ago.

Looking ahead, Coursera projects Q1 2025 revenue between $173 million and $177 million, below the consensus estimate of $178.4 million. Coursera also expects Adjusted EBITDA in the range of $8 million to $12 million.

Analysts Adjust Price Targets Following Q4 2024 Report

Needham analyst Ryan MacDonald reiterated a Buy rating and a $11 price target.
Telsey Advisory Group analyst Sarang Vora maintained an Outperform rating, but lowered the price target from $15 to $12.
Goldman Sachs analyst Eric Sheridan reiterated his rating but reduced the price target from $7.25 to $7.

Which Analyst has the best track record to show on COUR?

Analyst Eric Sheridan (GOLDMAN SACHS) currently has the highest performing score on COUR with 6/7 (85.71%) price target fulfillment ratio. His price targets carry an average of $0.37 (5.38%) potential upside. Coursera stock price reaches these price targets on average within 29 days.