Intel: A New Hope

(7min)

Summary

  • Intel Corporation's Q1 2025 earnings beat expectations, but mixed results and a weak Q2 outlook suggest a longer turnaround under the new leadership of CEO Lip-Bu Tan.
  • Despite recent struggles, Intel's data center and AI segments showed growth, and the company is streamlining operations to regain its engineering prowess.
  • The current INTC stock pullback into the high teens may be the last chance to buy shares cheaply, as we believe in Lip-Bu Tan's vision.
  • We expect Intel's performance to improve in H2 2025, driven by restructuring efforts and new product launches like Panther Lake and Intel 18A.
  • This idea was discussed in more depth with members of my private investing community, BAD BEAT Investing. Learn More »

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With new leadership at the helm of Intel Corporation (NASDAQ:INTC), the Q1 earnings results, as well as the outlook, are of paramount interest to the Street. We think that the

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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