Intel: The Unlikely Turnaround Story

Go Finance Intelligence3 FollowersFollow5ShareSavePlay(12min)CommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryIntel Corporation earns a bullish rating, anchored by foundry progress and strategic partnerships, notably with Google for AI-focused Xeon 6 processors.INTC's foundry revenue reached $5.4 billion in Q1 '26, up 20% QoQ, with 18A wafers in full-volume production ramp and improving operating margins.Despite ongoing foundry losses, INTC is positioned for long-term growth through advanced manufacturing, U.S. government support, and potential to capture 20% of global advanced logic market share by 2026.INTC trades at a discounted 5.72x P/S versus peers, with forward revenue growth expectations and a positive Q2 '26 outlook supporting the bullish entry thesis.Editor's note: Seeking Alpha is proud to welcome Go Finance Intelligence as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. This article was written byGo Finance Intelligence3 FollowersFollowI am a Certified Public Accountant (CPA) and a seasoned financial analyst with a passion for financial world analytics. I specialize in technology, sustainability, and innovation investment, sectors driven by both short and long-term opportunities. As a former writer for Investingoal and Encyclomedia, among others, with over 5 years of experience, I have developed the ability to combine fundamentals with macro contexts to deliver well-researched investment insights. My idea behind “Go Finance Intelligence” is to go in-depth into an equity to uncover useful insights. With this experience, I am motivated to share my perspectives on Seeking Alpha to evaluate market trends, provide strategic suggestions, and analyze investment opportunities. It is through this line of thought that I believe my perspectives have real value for your portfolio, whether you have a short or long-term horizon. I am also open to learning from fellow analysts to drive positive change in an ever-changing and progressive world.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.