Intel Corporation

NasdaqGS:INTC Aktierapport

Börsvärde: US$673.4b

Intel Förvaltning

Förvaltning kriterier kontrolleras 1/4

Intel VD är Lip-Bu Tan, utsedd i Mar 2025, har en mandatperiod på 1.25 år. totala årliga ersättningen är $ 92.99M, bestående av 0.8% lön 99.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.024% av företagets aktier, värda $ 164.25M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 0.8 år respektive 3.5 år.

Viktig information

Lip-Bu Tan

Verkställande direktör

US$93.0m

Total ersättning

VD-lön i procent0.80%
Anställning som VD1.3yrs
Ägande av VD0.02%
Ledningens genomsnittliga anställningstidless than a year
Styrelsens genomsnittliga mandatperiod3.5yrs

Senaste uppdateringar av ledningen

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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 Alpha

Analys av ersättningar till VD

Hur har Lip-Bu Tan:s ersättning förändrats jämfört med Intel:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 28 2026n/an/a

-US$3b

Dec 27 2025US$93mUS$746k

-US$267m

Sep 27 2025n/an/a

US$198m

Jun 28 2025n/an/a

-US$21b

Mar 29 2025n/an/a

-US$19b

Dec 28 2024US$759kn/a

-US$19b

Sep 28 2024n/an/a

-US$16b

Jun 29 2024n/an/a

US$975m

Mar 30 2024n/an/a

US$4b

Dec 30 2023US$792kn/a

US$2b

Sep 30 2023n/an/a

-US$2b

Jul 01 2023n/an/a

-US$922m

Apr 01 2023n/an/a

-US$3b

Dec 31 2022US$212kn/a

US$8b

Ersättning vs marknad: Lip-Bu s total kompensation ($USD 92.99M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.67M ).

Ersättning vs inkomst: Ersättningen för Lip-Bu har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Lip-Bu Tan (67 yo)

1.3yrs
Anställning
US$92,990,900
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Lip-Bu Tan
CEO & Director1.3yrsUS$92.99m0.024%
$ 164.3m
David Zinsner
Executive VP4.4yrsUS$18.17m0.0076%
$ 51.4m
Nagasubramaniyan Chandrasekaran
Executive VPno dataUS$13.72m0.0041%
$ 27.6m
Pushkar Ranade
CTO & Chief of Staff to the CEOless than a yearinga uppgifteringa uppgifter
Cynthia Stoddard
Senior VP & Chief Information Officerless than a yearinga uppgifteringa uppgifter
John Pitzer
Corporate Vice President of Corporate Planning & Investor Relationsno datainga uppgifteringa uppgifter
Aparna Bawa
Executive VP and Chief Legal & People Officerless than a yearinga uppgifteringa uppgifter
Annie Weckesser
Senior VP and Chief Marketing & Communications Officerless than a yearinga uppgifteringa uppgifter
Gregory Ernst
Corporate VP1yringa uppgifteringa uppgifter
James Murray
Chief Antitrust Counsel and VP of Law & Policy Groupno datainga uppgifteringa uppgifter
Allon Stabinsky
Senior VP and Chief Deputy General Counsel of the Law & Policy Group7.9yrsinga uppgifteringa uppgifter
Rui Wang
Senior VP & Chair of Intel Chinano datainga uppgifteringa uppgifter
0.8yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren ledning: INTC s ledningsgrupp anses inte vara erfaren ( 0.8 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Lip-Bu Tan
CEO & Director1.3yrsUS$92.99m0.024%
$ 164.3m
Rui Wang
Senior VP & Chair of Intel Chinano datainga uppgifteringa uppgifter
James Goetz
Independent Director6.6yrsUS$367.20k0.0049%
$ 33.1m
Stephen Sanghi
Independent Director1.5yrsUS$468.70k0.00035%
$ 2.4m
Craig Barratt
Independent Chairless than a yearUS$25.00k0.00057%
$ 3.8m
Eric Meurice
Independent Director1.5yrsUS$473.70k0.00035%
$ 2.4m
Andrea Goldsmith
Independent Director4.8yrsUS$377.20k0.00069%
$ 4.6m
Gregory Smith
Independent Director9.3yrsUS$391.00k0.00055%
$ 3.7m
Barbara Novick
Independent Director3.5yrsUS$398.50k0.000060%
$ 404.1k
Stacy J. Smith
Independent Director2.3yrsUS$384.70k0.0013%
$ 8.9m
Dion Weisler
Independent Director6yrsUS$392.20k0.0013%
$ 8.8m
Alyssa Henry
Independent Director6.4yrsUS$432.20k0.0014%
$ 9.3m
3.5yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder

Erfaren styrelse: INTC s styrelse anses vara erfaren ( 3.5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/22 03:48
Aktiekurs vid dagens slut2026/06/22 00:00
Intäkter2026/03/28
Årlig intjäning2025/12/27

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Intel Corporation bevakas av 77 analytiker. 40 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
James FontanelliArete Research Services LLP
James KelleherArgus Research Company
Cody AcreeAscendiant Capital Markets LLC