Added to YB: 2026-07-28
Pitch date: 2026-07-24
INTC [neutral]
Intel Corporation
-0.85%
current return
Author Info
No bio for this author
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
$465.7B
Pitch Price
$92.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.43
P/E
-40.12
EV/Sales
8.80
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Intel 2Q26 Earnings: The Second-Source Moment
INTC (earnings): Q2 rev $16.1B (+25% YoY, +19% seq), $1.8B above midpoint; non-GAAP EPS $0.42. DCAI rev +59%, ~40% op margin. 18A output +50% seq, ~25% above target. Custom silicon nearing $2B run-rate (path to $4B). 2 theses: near-term CPU recovery loading fabs; long-term second-source foundry play as TSMC caps capacity. But no signed major external customer yet; EMIB-T warpage risk. $20B+ 2026 capex ahead of proof.
Read full article (6 min)