Intel Corporation (INTC)
Intel: The Worst May Be Behind This Chip Giant
The Intel Corporation stock selloff seen since mid-2021 has already priced in most of the bad news. Now, I think there are potential bullish catalysts for recovery. Intel's Q4 FY2024 results showed resilience, with revenue and EPS beating expectations driven by Client Computing Group's performance. The new CEO, Lip-Bu Tan, and strategic moves like asset monetization and reduced CapEx aim to strengthen Intel's turnaround and market positioning.
Tan Brings The Knife, Intel Stock Will Bring The Gains: Reiterating Buy
Intel Corporation's new CEO is not holding back on cost cuts, announcing the sale of a 51% stake in Altera to Silver Lake on Monday. My call to buy Intel was based on the cost-cutting efforts paying off big time, and INTC stock being extremely undervalued. I'm more sure of this after the news on Altera and after the stock price got super discounted on tariff panic.
Intel Has More Going For It Than You Think
Focused asset sales and Trump tariffs on imported semiconductors could significantly impact Intel's valuation and future profitability. A foundry asset partnership, with ownership stakes sold to the top chip names in America could net $15-20 billion for Intel, while still keeping a substantial position. Intel's majority ownership in Mobileye, Altera and other assets could raise an extra $15+ billion, if sold outright, reducing debt and slashing non-core operating losses.
Intel: Ignore The Tariffs, Buy The Turnaround
I reiterate my buy opinion on Intel, despite recent market and tariff turbulence, with the stock outperforming the S&P 500 and potential JV with TSMC as a catalyst. INTC's strong core business, economic nationalism trends, and new CEO Lip-bu Tan's aligned incentives support a potential turnaround and undervaluation. INTC's valuation is rock bottom, with its CPU business alone justifying a higher market cap, and the foundry business holds significant untapped potential.
Intel Sells 51% Stake in Altera Unit to Private Equity Firm Silver Lake
Shares of Intel (INTC) surged Monday morning after the chipmaker said it agreed to sell 51% of its programmable chip business Altera to private equity firm Silver Lake.
Intel sells majority stake in Altera to Silver Lake
Intel Corp (NASDAQ:INTC, ETR:INL) shares moved higher in early trade on Monday after the company announced the sale of a 51% stake in its programmable chip unit Altera to private equity firm Silver Lake, valuing Altera at $8.75 billion. Intel will retain a 49% stake in Altera, allowing it to benefit from future growth while establishing Altera as an independent entity specializing in FPGA (field programmable gate array) semiconductor solutions.
Intel Sells Majority Stake in Altera at $8.75 Billion Valuation. The Stock Is Rising.
The deal values Altera at $8.75 billion and Intel will retain a 49% stake in the business.
Intel agrees to sell controlling stake in Altera chip business
Intel on Monday announced that it has entered into a definitive agreement to sell 51% of its Altera semiconductor business to Silver Lake, a private equity firm.
Intel (INTC) Stock Slides as Market Rises: Facts to Know Before You Trade
The latest trading day saw Intel (INTC) settling at $19.74, representing a -0.7% change from its previous close.
Intel, Texas Instruments slump as China tariff guidance favors chipmakers outsourcing to Taiwan
Shares of Intel Corp (NASDAQ:INTC, ETR:INL) and Texas Instruments Inc (NASDAQ:TXN) slumped on Friday after China clarified that retaliatory tariffs on US goods would not apply to semiconductors manufactured outside the U.S., such as those made in Taiwan. Intel dropped 3.5% and Texas Instruments tumbled nearly 6.7%, while ON Semiconductor slid 3.6%, as investors digested guidance from China's main chip industry group suggesting that chips produced at US-based fabs would face steep new import duties.
Where Will Intel Stock Be in 3 Years?
Intel (INTC -7.62%), the world's largest manufacturer of x86 CPUs for PCs and servers, was once considered a reliable blue chip tech stock. It had a wide moat, generated stable profits, and paid out reliable dividends.
Intel (INTC) Moves 18.8% Higher: Will This Strength Last?
Intel (INTC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
