Intel Management
Management Kriterienprüfungen 1/4
Intel CEO ist Lip-Bu Tan , ernannt in Mar 2025, hat eine Amtszeit von 1.25 Jahren. Die jährliche Gesamtvergütung beträgt $92.99M , bestehend aus 0.8% Gehalt und 99.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.024% der Aktien des Unternehmens, im Wert von $164.25M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 0.8 Jahre bzw. 3.5 Jahre.
Wichtige Informationen
Lip-Bu Tan
Geschäftsführender
US$93.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 0.80% |
| Amtszeit als Geschäftsführer | 1.3yrs |
| Eigentum des Geschäftsführers | 0.02% |
| Durchschnittliche Amtszeit des Managements | less than a year |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 3.5yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Jun 17
Intel: The Re-Rating Has Gone Too Far
Summary Intel has surged over 42% since the last analysis but now commands a Sell rating due to excessive re-rating. INTC's AI and data center segment grew 22% Y/Y, but intensifying CPU competition from Nvidia and AMD threatens market share. Foundry initiatives, including major Google and SpaceX deals, remain a significant cash drain, with losses projected through 2030. Valuation is stretched—EV/EBITDA at 43.31, negative free cash flow yield, and scenario analysis points to limited upside versus risks. Read the full article on Seeking Alpha
Narrativ-Update • Jun 15
INTC: Agentic AI CPU Hype Will Eventually Confront Foundry Execution Risk
Analysts have lifted Intel's fair value estimate to $45.00 from $42.73, reflecting updated views on a larger agentic AI-driven CPU market and increased confidence in Intel's foundry opportunity, while modestly adjusting revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research around Intel sits within a broader repositioning of expectations for the server CPU market in an agentic AI context.
Narrativ-Update • Jun 01
INTC: Foundry Execution And Advanced Packaging Will Eventually Test Lofty Expectations
Intel's updated analyst price target has shifted from roughly $75 to about $89 per share, as analysts factor in higher modeled revenue growth and profit margins, along with a lower future P/E, while also acknowledging mixed views on valuation after a recent downgrade to Market Perform. Analyst Commentary Recent research on Intel shows a mix of optimism and caution, with many firms lifting price targets and a smaller group flagging valuation and long term demand risks.
Neues Narrativ • May 23
Is Intel Still Investable At $60?
INTC Primer: No Equity Dilution Necessary (Part 1) When I first wrote about INTC (link above), the stock was trading at around $20. At the time, Intel could do no right — Pat Gelsinger was fired, Foundry was eating up precious cash flow, the dividend was cut — it was a perfect storm of unfortunate events.Narrativ-Update • May 12
INTC: EMIB Packaging And Apple Hopes Will Eventually Confront Execution Risk
Analysts have lifted Intel's implied fair value from about $24.46 to $42.73 per share, citing a wave of higher Street price targets and upgrades that reflect updated assumptions for revenue growth, profit margins and future P/E multiples following recent research commentary and potential customer deals. Analyst Commentary Recent Street research around Intel has been active, with a cluster of target changes, rating moves and commentary on potential customer deals.Narrativ-Update • Apr 28
INTC: Advanced Packaging Execution Will Eventually Confront Elevated Expectations
Intel's updated analyst price target moves from $47.11 to $75.42 as analysts factor in higher modeled revenue growth, wider profit margins, a lower assumed discount rate, and a reduced future P/E estimate. Analyst Commentary Recent research activity around Intel has been heavy, with many firms revisiting their models and price targets.Narrativ-Update • Apr 14
INTC: EMIB-T Hype Will Outrun Execution Risk For Overextended Shares
Intel's analyst price target has been revised higher alongside an updated fair value estimate of $24.46, as analysts highlight improving revenue growth assumptions, an adjusted discount rate, and a higher future P/E framework supported by recent target increases across multiple firms. Analyst Commentary Recent Street research around Intel shows a cluster of higher price targets and fresh commentary on its manufacturing roadmap, packaging technology and regional investments.Narrativ-Update • Mar 30
INTC: Advanced Packaging And AI Demand Will Support Execution Upside
The analyst price target for Intel edges slightly lower by less than $1, as analysts weigh a busier mix of price target hikes, fresh neutral initiations, and Wells Fargo's view that EMIB-T and advanced packaging could support future design wins and incremental revenue potential. Analyst Commentary Recent research updates on Intel present a mixed but active backdrop, with a cluster of price target revisions, rating changes, and fresh initiations.
Narrativ-Update • Mar 16
INTC: Advanced Packaging And Data Center Demand Will Support Turnaround Confidence
Intel's updated analyst price target rises from $58.54 to $67.69. Analysts point to a stronger outlook for advanced packaging, higher modeled revenue growth and margins, and a higher assumed future P/E multiple as key drivers of the change.Narrativ-Update • Mar 02
INTC: AI PC And Data Center Demand Will Test Execution Premium
Intel's analyst price target has seen a mixed but generally upward reset in recent weeks, with several firms lifting targets by $3 to $14 and a few trimming by $1 to $2, as analysts weigh stronger data center and AI demand against the view that expectations are already running ahead of execution. Analyst Commentary Recent research on Intel has been active, with several firms adjusting price targets and a few shifting ratings.Narrativ-Update • Feb 16
INTC: AI And Foundry Partnerships Will Test Rich Future P E Expectations
Intel's updated fair value estimate edged up to $47.12 from $46.97 as analysts balanced a series of upward and downward price target revisions with slightly adjusted assumptions around discount rate, revenue growth, profit margins and future P/E. This reflects a more finely tuned view of the company’s execution and foundry opportunity.Narrativ-Update • Feb 02
INTC: AI And Foundry Partnerships Will Test Elevated Future P E Assumptions
Intel's updated analyst price target has moved higher to US$46.97 from US$38.14, as analysts balance a higher assumed future P/E with slightly lower revenue growth and profit margin inputs, alongside a modestly reduced discount rate and a series of recent target increases across the Street, which are offset by a handful of small cuts. Analyst Commentary Beneath the headline move in the average price target, research updates over the past few weeks show a mix of optimism and caution on Intel, with most recent changes skewing toward higher targets but several firms still urging patience on execution and valuation.Analyseartikel • Jan 30
Improved Revenues Required Before Intel Corporation (NASDAQ:INTC) Stock's 30% Jump Looks Justified
Intel Corporation ( NASDAQ:INTC ) shares have had a really impressive month, gaining 30% after a shaky period...Narrativ-Update • Jan 19
INTC: AI And Data Center Demand Will Restore Confidence In Turnaround
Intel's analyst fair value estimate has been raised from US$52.00 to about US$58.54 as analysts factor in stronger data center and AI demand, better execution, and clearer foundry and packaging opportunities, as reflected in recent price target increases and rating changes across major firms. Analyst Commentary Recent research updates point to a more constructive tone around Intel, with several firms revising price targets and ratings as they reassess data center, AI, and foundry prospects alongside execution progress.Narrativ-Update • Jan 05
INTC: AI And Foundry Roadmap Will Test Rich P E Repricing
Analysts have nudged their fair value estimate for Intel slightly higher to about $38, citing cleaner recent results, clearer AI and foundry plans, and a series of price target increases that are tempered by continued concerns about execution risk and rich P/E levels. Analyst Commentary Recent research on Intel reflects a mix of cautious optimism and ongoing concern, especially around valuation, execution, and the long path for any recovery in core businesses and foundry efforts.Narrativ-Update • Dec 21
INTC: Foundry And AI Execution Will Drive Confidence In Turnaround Narrative
Analysts have lifted their Intel fair value estimate to about $52 from roughly $27, reflecting improving execution, early but encouraging foundry progress, and a clearer AI strategy, even as they continue to flag rich valuation and execution risk. Analyst Commentary Recent Street research reflects a more constructive, but still guarded, view on Intel as bullish analysts acknowledge improving execution and a clearer AI and foundry strategy.Narrativ-Update • Dec 07
INTC: AI And Foundry Progress Will Face Extended Execution And Margin Risks
Analysts have modestly increased their Intel price target into the high $30s per share, citing improving execution, clearer AI and foundry roadmaps, and supportive balance sheet actions, even as they caution that the stock already reflects much of the recovery story. Analyst Commentary Recent Street research presents a mixed but gradually improving picture for Intel, with price targets moving higher alongside rising skepticism that the share price already anticipates much of the turnaround.Narrativ-Update • Nov 23
INTC: Future Will Show Measured Progress in AI and Foundry Amid Ongoing Risks
Analysts have raised their average price target for Intel to the $35 to $39 range, an increase of up to $18, citing improved execution, strengthening demand, and more positive foundry and AI trends, while noting that some execution risks remain and fundamentals have not fully caught up to recent share gains. Analyst Commentary Recent Street research presents a nuanced picture of Intel's outlook, with opinions split between expectation of continued recovery and caution regarding the path forward.Narrativ-Update • Nov 07
INTC: Future Will Reflect Improved Execution And AI Foundry Opportunities Amid Persistent Risks
Intel's fair value estimate has been raised by analysts from approximately $28 to over $37 per share. The increase reflects improved demand, positive execution trends, and rising confidence in the company's AI and foundry strategies despite ongoing challenges.Analyseartikel • Oct 30
Intel's (NASDAQ:INTC) Profits May Not Reveal Underlying Issues
Following the solid earnings report from Intel Corporation ( NASDAQ:INTC ), the market responded by bidding up the...Narrativ-Update • Oct 24
Operational Restructuring And AI Partnerships Will Strengthen Competitive Position
Intel's analyst price target has increased significantly, reflecting a shift from $25.95 to $28.42. Analysts cite improving profit margins and cautious optimism about partnerships and recent business results, despite ongoing concerns around valuation and operational challenges.Narrativ-Update • Oct 10
Flattened Structure And AI Focus Will Drive Operational Efficiency
Intel’s analyst price target has risen modestly by approximately $0.76 to $25.95, as analysts cite major partnership announcements and ongoing U.S. investment as positive catalysts. However, they continue to caution that longer-term execution challenges remain.Narrativ-Update • Sep 26
Flattened Structure And AI Focus Will Drive Operational Efficiency
The consensus analyst price target for Intel has increased to $25.18, driven by optimism around the Nvidia partnership and prospects for strategic investments offsetting persistent concerns about advanced-node execution and competitive headwinds. Analyst Commentary Bullish analysts are encouraged by the Nvidia partnership and $5B equity investment, viewing it as a transformative "tipping point" for Intel's AI and data center positioning, and as a strong vote of confidence from the industry's leader.Analyseartikel • Sep 20
Intel Corporation's (NASDAQ:INTC) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
Intel Corporation ( NASDAQ:INTC ) shares have continued their recent momentum with a 26% gain in the last month alone...Narrativ-Update • Sep 11
Flattened Structure And AI Focus Will Drive Operational Efficiency
Intel’s consensus analyst price target saw a marginal uptick to $22.18 as modest improvements in data center and AI server sentiment outweighed ongoing concerns about foundry economics, competitive positioning, and the implications of government funding. Analyst Commentary Bearish analysts highlight ongoing concerns around Intel's foundry model, noting that without sufficient internal product volume, the company may struggle to cover fixed costs.Seeking Alpha • Apr 27
Intel: Buy, Sell Or Hold After Earnings?
Summary Intel's new CEO, Lip-Bu Tan, aims to flatten management, cut operational expenses, and refine AI strategy, but lacks detailed turnaround plans. Q1 results showed slight sales increase and EPS beat, but overall Intel faces margin pressures and uncertain market conditions. Intel's 2025 price target is reduced to $14.18 due to lowered EBITDA and free cash flow estimates, maintaining a hold rating. Turnaround expected by 2027; current market challenges and lack of detailed plans make Intel stock unattractive above $14.18. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | -US$3b |
| Dec 27 2025 | US$93m | US$746k | -US$267m |
| Sep 27 2025 | n/a | n/a | US$198m |
| Jun 28 2025 | n/a | n/a | -US$21b |
| Mar 29 2025 | n/a | n/a | -US$19b |
| Dec 28 2024 | US$759k | n/a | -US$19b |
| Sep 28 2024 | n/a | n/a | -US$16b |
| Jun 29 2024 | n/a | n/a | US$975m |
| Mar 30 2024 | n/a | n/a | US$4b |
| Dec 30 2023 | US$792k | n/a | US$2b |
| Sep 30 2023 | n/a | n/a | -US$2b |
| Jul 01 2023 | n/a | n/a | -US$922m |
| Apr 01 2023 | n/a | n/a | -US$3b |
| Dec 31 2022 | US$212k | n/a | US$8b |
Vergütung im Vergleich zum Markt: Lip-BuDie Gesamtvergütung ($USD92.99M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.67M).
Entschädigung vs. Einkommen: Lip-BuDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
Lip-Bu Tan (67 yo)
1.3yrs
Amtszeit
US$92,990,900
Vergütung
Mr. Lip-Bu Tan serves as Director at PsiQuantum, Corp. since April 2026. He serves as Chief Executive Officer and Director at Intel Corporation since March 18, 2025. He also served as Director at the compa...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$92.99m | 0.024% $ 164.3m | |
| Executive VP | 4.4yrs | US$18.17m | 0.0076% $ 51.4m | |
| Executive VP | no data | US$13.72m | 0.0041% $ 27.6m | |
| CTO & Chief of Staff to the CEO | less than a year | keine Daten | keine Daten | |
| Senior VP & Chief Information Officer | less than a year | keine Daten | keine Daten | |
| Corporate Vice President of Corporate Planning & Investor Relations | no data | keine Daten | keine Daten | |
| Executive VP and Chief Legal & People Officer | less than a year | keine Daten | keine Daten | |
| Senior VP and Chief Marketing & Communications Officer | less than a year | keine Daten | keine Daten | |
| Corporate VP | 1yr | keine Daten | keine Daten | |
| Chief Antitrust Counsel and VP of Law & Policy Group | no data | keine Daten | keine Daten | |
| Senior VP and Chief Deputy General Counsel of the Law & Policy Group | 7.9yrs | keine Daten | keine Daten | |
| Senior VP & Chair of Intel China | no data | keine Daten | keine Daten |
0.8yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrenes Management: INTCDas Führungsteam des Unternehmens gilt nicht als erfahren ( 0.8 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$92.99m | 0.024% $ 164.3m | |
| Senior VP & Chair of Intel China | no data | keine Daten | keine Daten | |
| Independent Director | 6.6yrs | US$367.20k | 0.0049% $ 33.1m | |
| Independent Director | 1.5yrs | US$468.70k | 0.00035% $ 2.4m | |
| Independent Chair | less than a year | US$25.00k | 0.00057% $ 3.8m | |
| Independent Director | 1.5yrs | US$473.70k | 0.00035% $ 2.4m | |
| Independent Director | 4.8yrs | US$377.20k | 0.00069% $ 4.6m | |
| Independent Director | 9.3yrs | US$391.00k | 0.00055% $ 3.7m | |
| Independent Director | 3.5yrs | US$398.50k | 0.000060% $ 404.1k | |
| Independent Director | 2.3yrs | US$384.70k | 0.0013% $ 8.9m | |
| Independent Director | 6yrs | US$392.20k | 0.0013% $ 8.8m | |
| Independent Director | 6.4yrs | US$432.20k | 0.0014% $ 9.3m |
3.5yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter
Erfahrener Vorstand: INTCDie Vorstandsmitglieder gelten als erfahren (3.5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/22 20:38 |
| Aktienkurs zum Tagesende | 2026/06/18 00:00 |
| Gewinne | 2026/03/28 |
| Jährliche Einnahmen | 2025/12/27 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Intel Corporation wird von 77 Analysten beobachtet. 40 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |
| Cody Acree | Ascendiant Capital Markets LLC |