NASDAQ:INTC
Intel (INTC)
120.00
-0.23 (0.19%)
as of Oct 1, 2026, 8:00:00 pm Market Open.
593 watching
Financials 
Technical Analysis 0
BUY ON WEAKNESS
COMMENT
TOP PICK
His favorite chip stock and he owns it personally. He has a model price over $108 -- over 85% upside. He is not concerned that AAPL will not be buying their chips -- they already sell 120% of their chips. A monopoly, but no one cares. Yield 2.25% (Analysts’ price target is $64.95)
Brian Acker, CAOwned
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BUY
If you are a long term investor, it is more important to have a position than wait for bragging rights. He thinks it is at a sweet spot as its R&D is creating opportunities for the future. In the semi-conductor group they are in a good spot for 5G.
Gordon ReidUnknown
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PAST TOP PICK
(A Top Pick Jun 14/19, Up 31%) He still loves it and would buy more. His model price is $104. A stock you will live for another day.
Brian Acker, CAOwned
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PAST TOP PICK
(A Top Pick Apr 22/19, Down 4%) He has been pounding the table on this one for quite some time. He still owns it.
Brian Acker, CAOwned
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PAST TOP PICK
(A Top Pick Apr 22/19, Up 0.4%) Model price is $104.07. It could pull back to $49 in looking for support. He would buy on weakness.
Brian Acker, CAOwned
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DON'T BUY
He is not a big believer in INTC just yet. PCs still make up 50% of their business -- a real anchor these days. In terms of manufacturing they used to have a key advantage, but their have given up that leadership position to Taiwan Semiconductor.
Ian FungNo
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Premium contentTOP PICK
An entire class of equities, semi-conductors, is under pressure. I'm singling it out Intel, because it's one of the few chip (or tech) stocks that pays a decent dividend (2%). China is a major customer of these chips, and Intel (AMD, Micron et al) rode a wild rollercoaster during the U.S-China trade war. Investors who clung to those stocks were eventually rewarded with returns that beat the Nasdaq (Intel gained 32% vs. the Nasdaq's 18% in the past 18 months). Though Intel's revenue growth YOY is only 1.58%, it boasts a five-year return of 92.04%. Adopting the same long-term hold strategy, investors should be rewarded again, though they may suffer serious dips along the way. Brian Acker is a complete bull, targeting $100 for INTC-Q. However, Kim Bolton, a technology analyst, would wait until a key supply problem involving one of Intel's chips is resolved, likely this quarter.
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PAST TOP PICK
(A Top Pick Feb 08/19, Up 24%) Big upside still on this one as his model price is $100. Any balance sheet engineering on behalf of the new CEO could lead to more upside quickly. Yield 2%
Brian Acker, CAOwned
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DON'T BUY
MSFT vs. Intel vs. Facebook Facebook has performed well, but faces long-term regulatory headwinds. They will face more scrutiny. Intel has bigger headwinds reagrding where the technology is heading with microchips. Their legacy hardware chips will be under secular pressure. Don't buy. MSFT's cloud growth is impressive and will continue (he sold his shares already), but its multiple is really high. In the next pullback, buy MSFT. MSFT wins.
computer parts mnfctr
PAST TOP PICK
(A Top Pick Feb 08/19, Up 17%) His model price is $95.50, or a 70% upside. It is cheap by his metrics.
Brian Acker, CAOwned
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INTC has always been a top pick for him. They are losing the contract with Apple, because the company will begin making their own chips. It will not have a massive impact on their bottom line. They do not own INTC right now. As the earnings have been cyclical, he is waiting for a pullback. It has a bullet proof balance sheet.