Added to YB: 2026-01-27
Pitch date: 2026-01-23
INTC [neutral]
Intel Corporation
+0.77%
current return
Author Info
Alex_Intel_ shares US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel. Sign up for the newsletter.
Company Info
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.
Market Cap
$227.1B
Pitch Price
$44.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.34
P/E
-757.67
EV/Sales
4.70
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Intel Post Earnings
INTC (earnings): Q1 guide weak due to Intel 7 supply shortage after Fab 42 tool write-down, but DC CPU demand 'multiple years' strong. Client roadmap (Panther Lake/Nova Lake) to steal AMD share. 18AP customer hints, M-series win implied. $1B ASIC biz +50%. 160K WSPM capacity at $28K/wafer. Fixed cost leverage when supply ramps Q3+.
Read full article (6 min)