Updated
Updated · Seeking Alpha · Jul 24
Intel Beats Q2 Estimates as Analysts Back Stock Despite Foundry Concerns
Updated
Updated · Seeking Alpha · Jul 24

Intel Beats Q2 Estimates as Analysts Back Stock Despite Foundry Concerns

3 articles · Updated · Seeking Alpha · Jul 24

Summary

  • Intel’s second-quarter results and guidance topped estimates, prompting broadly positive analyst reactions after a quarter where expectations had been set low.
  • Seeking Alpha analysts said that low bars made the report look stronger, while arguing Intel Foundry still is not operating as a well-working business.
  • Wall Street analysts were largely constructive despite those concerns, with valuation questions and foundry execution remaining the main constraints on the bullish case.

Insights

Despite a massive revenue beat, what is keeping top-tier external customers from committing to Intel's foundry?
Can Intel's unique advanced packaging lure AI giants away from TSMC's bottlenecked supply chain?
Will being the first to mass-produce with High-NA EUV finally restore Intel's undisputed semiconductor crown?