Intel Corporation (INTC)
Intel: Wall Street Is Asleep At The Wheel
I am reiterating my "Buy" rating on Intel, believing the market is overly pessimistic. New CEO Lip-Bu Tan is the right leader to execute a successful, sustainable turnaround. Tan's strategy focuses on cutting bureaucracy, selling non-core assets to reduce debt, and fostering an engineer-driven culture that prioritizes R&D to restore Intel's innovation engine. Intel's strategic moves in AI, including the Saimemory partnership and product roadmap, position it well to regain share in key markets.
Intel: A Potential Generational Buying Opportunity Under Lip-Bu Tan
I remain bullish on Intel Corporation, viewing the new CEO Lip-Bu Tan as a catalyst for a generational turnaround and long-term growth. Tan's proven track record and early strategic moves—cost cuts, renewed focus, and AI initiatives—position Intel for success in emerging tech sectors. Intel is poised to benefit from onshoring, AI, quantum computing, and humanoid robotics, with the market underestimating these future opportunities.
Intel Corporation (INTC) BofA Securities 2025 Global Technology Conference (Transcript)
Intel Corporation (NASDAQ:INTC ) BofA Securities 2025 Global Technology Conference June 3, 2025 5:40 PM ET Company Participants Michelle Johnston Holthaus - CEO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Vivek Arya, from BofA's semiconductor semicap equipment research team, and I'm really delighted to have the team from Intel join us today, Michelle Johnston Holthaus or MJ, as most people refer to her as -- really happy that you could join us. Michelle Johnston Holthaus Thanks for having me.
Intel Corporation (INTC) Is a Trending Stock: Facts to Know Before Betting on It
Intel (INTC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Intel's Turnaround May Be the Best Bet No One's Watching
Recent semiconductor sector news from late May indicates that Intel Corporation NASDAQ: INTC has discovered an alleged embezzlement, which media outlets have dubbed the "chip bandit." Over $840,000 was reportedly involved in the embezzlement at its Israeli operations.
Intel vs. Advanced Micro: Which Chipmaker is the Better Buy Now?
AMD's expanding AI portfolio and strong 2025 growth outlook make it a stronger pick over INTC despite its higher valuation.
Intel Doesn't Need To Beat TSMC To Win - Nearing $20 Buy Signal
Intel Corporation is our swing trade safe haven: buy under $20, sell above $23, and hold for the 18A node catalyst into 2026. 18A node is a game-changer with GAA and backside power; it'll enable share gain on PC Client from AMD and put IFS on the map against TSMC. Valuation is attractive, with INTC stock trading at a significant discount to peers, and expectations are getting revised down making for an easier beat.
Intel Refocuses: NEX Sale and Foundry Pivot Signal New Era
Recent developments at Intel Corporation NASDAQ: INTC suggest a quickening pace in its strategic overhaul under new CEO Lip-Bu Tan. Reports emerging around May 20, 2025, indicate the semiconductor sector giant may be actively exploring a sale of its Networking and Edge (NEX) business unit.
Intel faces long road to recovery, Deutsche Bank says
Deutsche Bank has resumed coverage of Intel Corp (NASDAQ:INTC, ETR:INL) with a "Hold" rating and a $23 price target on Tuesday, citing confidence in new CEO Lip-Bu Tan's leadership but warning that the company faces a prolonged and difficult turnaround. Analysts said the chipmaker's path to re-accelerated growth under Tan will require “patience,” as execution challenges and ongoing macroeconomic and company-specific headwinds continue to weigh on performance.
Intel Is Having An Existential Crisis And Risks Losing More Market Share
Intel faces ongoing growth headwinds in client and AI data center markets, losing share to AMD and Nvidia despite new design efforts. Intel's data center market share by revenue has declined from 61% in 2021 to 11% in 2024. Recapture share may not be feasible. New CEO Lip-Bu Tan is streamlining operations, cutting costs, and refocusing on core businesses like client and data center chip design.
Intel reportedly exploring sale of networking and edge units to focus on core markets
Intel Corp (NASDAQ:INTC, ETR:INL) is considering selling its networking and edge businesses, previously grouped under its NEX division, as part of a strategic refocus under new CEO Lip-Bu Tan, according to a Reuters report. Per the report, which cited people with knowledge of the proposed sale, Intel has begun preliminary discussions with potential buyers and interviewed investment bankers to advise on the possible sale, but no formal sale process or solicitation of bids has yet been launched.
Intel: The Future Is Bright (Upgrade)
Intel's turnaround is gaining momentum under new leadership, focusing on aggressive cost-cutting, restructuring, and divestitures to streamline operations and boost profitability. Foundry growth and operating expense reduction are key catalysts for profit growth, with the U.S. chip manufacturing shift providing long-term opportunities despite current losses. Intel's cost-cutting measures, including significant layoffs, are already improving operating margins and could unlock substantial earnings power masked by restructuring efforts.
