Intel Yönetim
Yönetim kriter kontrolleri 1/4
Intel CEO'su Lip-Bu Tan, Mar2025 tarihinde atandı, in görev süresi 1.5 yıldır. in toplam yıllık tazminatı $ 92.99M olup, şirket hissesi ve opsiyonları dahil olmak üzere 0.8% maaş ve 99.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.025% ine doğrudan sahiptir ve bu hisseler $ 162.19M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.2 yıl ve 3.8 yıldır.
Anahtar bilgiler
Lip-Bu Tan
İcra Kurulu Başkanı
US$93.0m
Toplam tazminat
| CEO maaş yüzdesi | 0.80% |
| CEO görev süresi | 1.5yrs |
| CEO sahipliği | 0.03% |
| Yönetim ortalama görev süresi | 1.2yrs |
| Yönetim Kurulu ortalama görev süresi | 3.8yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Sep 21
Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It
Summary Intel Corporation remains a Buy as Q2 results and SK hynix partnership talks strengthen the turnaround thesis. Potential SKHY collaboration could drive external demand for Intel's U.S. manufacturing, boosting foundry utilization and AI supply chain relevance. Q2 revenue rebounded to $16.1B (+25% y/y), with Data Center and AI up 59% and Foundry up 31%, supporting operational improvement. Valuation constrains upside; execution, foundry economics, and deal finalization are key to further rerating. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Sep 21
INTC: AI Revenue Is The Story, 18A And Funding Decide The Upside
The view on Intel has shifted from a broad AI and foundry repositioning story to a more focused thesis built around the current AI driven revenue mix, the economics of 18A and advanced packaging, and the potential impact of heavier capital and equity funding plans on future returns for existing shareholders. What's Changed Earlier views focused on Intel regaining broad process leadership and cutting OpEx to drive margins.
Yeni Anlatı • Aug 28
Fair Value = $110, Bull = $150, Bear = $65.
My current INTEL fair value: ~$110/share. That is after accounting for the August equity raise/dilution.
Anlatı Güncellemesi • Aug 10
INTC: Agentic AI Server Boom Will Eventually Test Costly Foundry Expansion
Intel's updated fair value estimate rises to $74.0 from $45.0 as analysts lift price targets across the board, pointing to stronger AI driven server CPU demand, improving foundry visibility, and solid recent beat and raise quarters as key supports for higher revenue growth and profit margin assumptions, even as views on long term execution and valuation remain mixed. Analyst Commentary Recent Street research on Intel shows a wide range of views sitting behind sharply higher price targets.
Anlatı Güncellemesi • Jul 27
INTC: AI Server Demand And Foundry Traction Will Support Lofty Expectations
Intel's updated analyst price target of $115.65, up from $88.61, reflects analysts' use of stronger revenue and margin assumptions supported by recent Q2 beat and raise commentary, firm AI server CPU demand, and growing attention on the foundry and advanced packaging roadmaps, even as some still flag valuation and execution risks. Analyst Commentary Analysts covering Intel point to a mix of strong near term execution and longer term questions around valuation and foundry delivery, which is reflected in a wide spread of price targets and a cluster of Neutral and Hold ratings even after a strong Q2 showing.Anlatı Güncellemesi • Jul 13
INTC: AI Server CPU Demand And Foundry Wins Will Drive Repricing
Intel's fair value estimate has been raised from $151.69 to $167.58 as analysts incorporate higher long term assumptions for AI driven server CPU demand, advanced packaging and the growing visibility of the foundry business into their models and price targets. Analyst Commentary Recent research coverage around Intel highlights a clear shift toward higher fair value assumptions, with a series of upward price target revisions and multiple upgrades tied to AI driven server CPU demand, advanced packaging and the expanding foundry story.Anlatı Güncellemesi • Jun 29
INTC: AI Data Center And Foundry Deals Will Drive Turnaround Confidence
Intel's analyst fair value estimate has been revised sharply higher to about $152 from roughly $68. Analysts point to higher assumed revenue growth, improved profit margins, and a richer future P/E as they factor in the potential long-lived impact of AI data center demand, foundry opportunities, and advanced packaging share gains.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | -US$11b |
| 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$8b |
Tazminat ve Piyasa: Lip-Bu 'nin toplam tazminatı ($USD 92.99M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.74M ).
Tazminat ve Kazançlar: Lip-Bu şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.
CEO
Lip-Bu Tan (67 yo)
1.5yrs
Görev süresi
US$92,990,900
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.5yrs | US$92.99m | 0.025% $ 162.2m | |
| Executive VP | 4.7yrs | US$18.17m | 0.0073% $ 46.7m | |
| Executive VP | no data | US$13.72m | 0.0043% $ 27.3m | |
| Senior VP & Chief Information Officer | less than a year | Veri yok | Veri yok | |
| Corporate Vice President of Corporate Planning & Investor Relations | no data | Veri yok | Veri yok | |
| Executive VP and Chief Legal & People Officer | less than a year | Veri yok | Veri yok | |
| Senior VP and Chief Marketing & Communications Officer | less than a year | Veri yok | Veri yok | |
| Chief Antitrust Counsel and VP of Law & Policy Group | no data | Veri yok | Veri yok | |
| Senior VP and Chief Deputy General Counsel of the Law & Policy Group | 8.2yrs | Veri yok | Veri yok | |
| Senior VP & Chair of Intel China | no data | Veri yok | Veri yok | |
| Corporate VP & CFO of Data Center Group | 10.7yrs | Veri yok | Veri yok | |
| Senior VP & GM of Corporate Planning Group and Operations Group | less than a year | Veri yok | Veri yok |
1.2yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim: INTC 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.2 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.5yrs | US$92.99m | 0.025% $ 162.2m | |
| Senior VP & Chair of Intel China | no data | Veri yok | Veri yok | |
| Independent Director | 6.8yrs | US$367.20k | 0.0047% $ 30.1m | |
| Independent Director | 1.8yrs | US$468.70k | 0.00034% $ 2.2m | |
| Independent Chair | less than a year | US$25.00k | 0.00055% $ 3.5m | |
| Independent Director | 1.8yrs | US$473.70k | 0.00034% $ 2.2m | |
| Independent Director | 5yrs | US$377.20k | 0.00066% $ 4.2m | |
| Independent Director | 9.5yrs | US$391.00k | 0.00053% $ 3.4m | |
| Independent Director | 3.8yrs | US$398.50k | 0.000060% $ 384.0k | |
| Independent Director | 2.5yrs | US$384.70k | 0.0013% $ 8.1m | |
| Independent Director | 6.3yrs | US$392.20k | 0.0013% $ 8.0m | |
| Independent Director | 6.7yrs | US$432.20k | 0.0013% $ 8.4m |
3.8yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: INTC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/22 15:12 |
| Gün Sonu Hisse Fiyatı | 2026/09/21 00:00 |
| Kazançlar | 2026/06/27 |
| Yıllık Kazançlar | 2025/12/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Intel Corporation 77 Bu analistlerden 47, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |
| Cody Acree | Ascendiant Capital Markets LLC |