Added to YB: 2026-07-06
Pitch date: 2026-07-02
INTC [neutral]
Intel Corporation
-0.3%
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
$604.9B
Pitch Price
$122.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.82
P/E
-178.78
EV/Sales
11.73
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Previewing Intel's Q2 Results
INTC (update): Q2 guide $13.8-14.8B rev, $0.20 EPS, likely beat. Bull thesis: IDM comeback as CPU demand 4-5x expectations ($40B→$200B+), multi-year wafer tightness from AI inference. 18A ramp to 110K WSPM (mostly Intel). Apple fills 14A hole (~20K WSPM), SpaceX next. Ohio acceleration + GPU push (Demers hire) underappreciated. CPU share loss may stop by Q4. Brookfield buyout ($7-10B) likely. Foundry inflects 2030+.
Read full article (5 min)