{"id":40236,"date":"2025-05-31T11:37:18","date_gmt":"2025-05-31T11:37:18","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/05\/31\/intel-stock-dubbed-dead-money-analyst-reveals-a-viable-path-forward-for-intc\/"},"modified":"2025-05-31T11:37:18","modified_gmt":"2025-05-31T11:37:18","slug":"intel-stock-dubbed-dead-money-analyst-reveals-a-viable-path-forward-for-intc","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/05\/31\/intel-stock-dubbed-dead-money-analyst-reveals-a-viable-path-forward-for-intc\/","title":{"rendered":"Intel stock dubbed \u2018dead money\u2019, analyst reveals a \u2018viable path forward for INTC"},"content":{"rendered":"
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Intel has announced plans to lower its global headcount by more than 20% under the leadership of Lip-Bu Tan, who has been at the helm for a couple of months only.<\/p>\n

In its latest reported quarter, the semiconductor giant came in ahead of Street estimates on both the top and bottom line as well. Still, Intel stock remains in shambles.<\/p>\n

And it may continue to struggle until the company\u2019s new chief executive<\/a> announces a big change that markets have been anticipating for a while now, said Susquehanna analyst Christopher Rolland in a recent CNBC interview.<\/p>\n

Intel stock could benefit from a breakup<\/h2>\n

According to Christopher Rolland<\/a>, Intel is \u201cdead money in its current strategic form.\u201d<\/p>\n

However, a potential split of its business \u2013 a strategic move that separates its manufacturing unit from production divisions could unlock significant value for shareholders, the analyst argued.<\/p>\n

Rolland sees it as a \u201cviable path forward\u201d for Intel, particularly because the Trump administration has been fully committed to onshoring production this year.<\/p>\n

Top it off with the firm\u2019s 18A process node that\u2019s gaining traction lately, and you have yourself a semiconductor stock that \u201cmay have a chance\u201d in keeping relevant in an increasingly AI-centred global market, according to the Susquehanna analyst.<\/p>\n

Note that Intel stock currently pays a dividend yield of 2.57%, which makes it a bit more attractive to own in 2025.<\/p>\n

18A success could save INTC shares in 2025<\/h2>\n

Intel\u2019s aforementioned manufacturing process is reportedly facing initial challenges but has started gaining interest from a number of tech companies.  <\/p>\n

There have been rumours of potential large-scale foundry deals<\/a> with companies like Microsoft, and talks are also underway with Google.<\/p>\n

Intel is aiming for high-volume production in the second half of 2025. Provided that it successfully delivers on that commitment, hyperscalers could increasingly turn to INTC, given the federal push to manufacturing in the US.<\/p>\n

This may help remove a major overhang from Intel shares \u2013 the lack of a big customer. Note that the semiconductor stock is currently down some 30% versus its year-to-date high.<\/p>\n

Is it worth investing in Intel this year?<\/h2>\n

Until Intel announces the separation of its two core businesses and ramps up its 18A process, however, INTC stock is much like \u201cdead money\u201d, as per the Susquehanna analyst.<\/p>\n

Christopher Rolland currently has a \u201cneutral\u201d rating on Intel shares also because the likes of AMD are stealing its market share, and the signs of a pick-up in PC demand the company talked about on its Q1 earnings<\/a> call may only have been a pull forward due to tariffs. \u00a0\u00a0<\/p>\n

Other Wall Street analysts agree with Rolland\u2019s neutral rating on Intel stock as well. However, the mean target of about $24 still indicates potential upside of more than 20% from here.  <\/p>\n

The post Intel stock dubbed ‘dead money’, analyst reveals a ‘viable path forward for INTC<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Intel has announced plans to lower its global headcount by more than 20% under the leadership of Lip-Bu Tan, who has been at the helm for a couple of months only. In its latest reported quarter, the semiconductor giant came in ahead of Street estimates on both the top and bottom line as well. Still, <\/p>\n","protected":false},"author":1,"featured_media":40237,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-40236","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/40236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=40236"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/40236\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/40237"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=40236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=40236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=40236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}