Intel(US:INTC) 智通财经网·2025-07-21 07:16Group 1 - Intel is set to release its Q2 earnings report, with expected revenue of $11.93 billion, a 7% year-over-year decline, and an adjusted net profit of $74.5 million, maintaining earnings per share at $0.02, compared to $83 million in net profit from the same period last year [1] - The company's foundry revenue is projected to decrease by 7% to $3.98 billion, raising concerns among analysts regarding Intel's future direction in the foundry business [1] - Analysts maintain a "hold" rating on Intel, with an average target price of approximately $22, reflecting a cautious outlook on the company's performance [1] Group 2 - Intel's new CEO, Pat Gelsinger, is considering a strategic shift in its foundry business, which may involve recognizing billions in chip manufacturing technology as loss-making and potentially leading to a restructuring of manufacturing processes to attract major clients like Nvidia and Apple [1] - UBS analysts suggest that this move could signify a challenging transition from foundry operations to product-focused business, indicating that while strategically sound, it poses operational difficulties [1] - UBS has raised its target price for Intel from $21 to $25, while Wedbush Securities maintains a target price of $19, and HSBC keeps its target at $22, with all three firms retaining a "hold" rating [1] Group 3 - As part of its restructuring plan, Intel has begun laying off thousands of employees in Oregon [2] - As of July 18, Intel's stock rose by 1.32% to $23.10, marking a 15% increase year-to-date [2]