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Intel: We Were Wrong - Upgrading Into The Q1 Print [Seeking Alpha]
Last intel corporation earnings: 4/23 04:07 pm
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US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
We're upgrading INTC back to a Buy (even post-run-up) because we think a Sell is the wrong rating heading into print. Intel's Q4 '25 results and outlook were low enough to make an easier case for outperformance this quarter on higher CPU pricing amid shortage and advanced packaging traffic with TSMC supply-constrained. We recommend investors think of Intel as a trade rather than a long-term investment because no one has moved place equipment or taken steps to install required manufacturing tools that would confirm external customers for 14A. This idea was discussed in more depth with members of my private investing community, Tech Contrarians. Learn More » John M Lund Photography Inc/DigitalVision via Getty Images Intel Corporation ( INTC ) is set to report on Thursday . Heading into the print, the stock is running very hot, up about 78% YTD, gaining +60% since March 30th alone. Investor confidence
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NEWS
NEWS
- BNP Paribas Hikes Intel Stock Price Target Ahead of Earnings [Yahoo! Finance][Yahoo! Finance]
- Traders are betting on big moves in Intel on earnings Share [CNBC][CNBC]
- New Plug-In Timing Module Delivers Precise, Reliable Synchronization for Data Centers and 5G Networks to Meet the Demands of AI and Next-Generation Connectivity [Yahoo! Finance][Yahoo! Finance]
- Mobileye Announces Share Repurchase Program of Up to $250 Million [Yahoo! Finance][Yahoo! Finance]
- Tesla selects Intel's 14A chip process for Terafab complex [Yahoo! Finance][Yahoo! Finance]
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INTC
SEC Filings
SEC Filings
- 4/8/26 - Form 8-K
- 4/3/26 - Form 8-K
- 3/27/26 - Form SCHEDULE
- INTC's page on the SEC website
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