Intel (NASDAQ:INTC) received a measured endorsement from analysts following new CEO Lip-Bu Tan's first major public remarks at the Intel Vision 2025 Opening Keynote. Tan's address, delivered just two weeks after assuming the CEO role, focused on resetting Intel's corporate culture and reviving innovation.
Stifel and Truist Securities, both maintaining Hold ratings with $21 price targets, found the message constructive. Stifel analysts, led by Ruben Roy, noted that Tan directly addressed longstanding challenges such as talent attrition, innovation setbacks, and customer trust erosion. More concrete updates, particularly on Intel's Foundry operations, are expected during the Intel Foundry Direct Connect event later in April.
Truist analyst William Stein highlighted Tan's repeated emphasis on culturementioning it over 20 times during the presentationand viewed this pivot from product-focused messaging as a positive change. The team also acknowledged Tan's intention to prioritize customer feedback and rebuild trust by under-promising and over-delivering.
The analysts speculated that spin-off plans could involve further monetization of Mobileye (NASDAQ:MBLY) or a broader divestment strategy. They also noted that Intel's AI roadmap remains undefined but may evolve toward custom silicon solutions.
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