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NASDAQ:INTC

Intel (INTC)

125.30
-2.56 (2.00%)
as of Jun 16, 2026, 1:25:28 pm Market Open.
595 watching
0
Investor Insights
star iconJun 15, 2026, 12:00 am

This summary was created by AI, based on 30 opinions in the last 12 months.

Intel has seen a significant turnaround since the new CEO took over, with shares rallying 321% over the past year and strong earnings surprises reported. The company's high-end CPUs are critical for data centers, and despite facing supply constraints, demand remains robust. Analysts express mixed opinions, noting its essential role in national strategic interests and government support, while also highlighting challenges such as heavy competition and high valuations. Despite these concerns, many investors maintain a cautious optimism regarding Intel's future performance, driven by strategic government partnerships and a belief in the CEO's capability to steer the company back to growth.

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Consensus
Cautious
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Valuation
Overvalued
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COMMENT
GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play.
COMMENT
Biggest of the semi-conductors. High margin business in the 60% range. Good dividend. Reasonable multiple. Prefers others.
PAST TOP PICK
(Top Pick Nov 30/09, Up 10.36%) Still loves it.
BUY
Reasonably valued on an earnings basis. Very well run basis. Really likes the dividend that was instituted a few years ago and has really grown. The dividend forces the management to ensure positive cash flow. 10x cash flow – a good multiple.
DON'T BUY
He owns Cisco. Inexpensive stock but much more cyclical. It is the senior company in this area. Prefers Cisco.
TOP PICK
Gives a dividend that is 30% above the 10-year treasury yield. No net debt. Gives a long-term option on global growth.
DON'T BUY
Poster child for the semiconductor group. Has been under performing. 75% of the stocks in the S&P have had stronger price performance. Look at ARM Holdings (ARMH-Q) instead.
WEAK BUY
Most senior of semiconductor companies. Last earnings reported record margins. Pared back revenue estimates and there is some weakness in the PC area with a move towards tablet type devices. Would probably gravitate more towards an Apple (AAPL-Q), Google (GOOG-Q), Cisco (CSCO-Q) or Oracle (ORCL-Q).
HOLD
Pretty strong seasonality, usually from Oct 9 until Jan 17 when the technology sector picks up. Technically it is not looking very interesting at this time. This is going to be a good one.
TOP PICK
Global, no net debt, ROE of 22.5%, 9% earnings yield, 11 P/E and 3.4% dividend. If your time-line is 3-10 years you want to own this. It’s cheap. People are fixated on growth. His view is that if capital is at risk, make sure management is protecting your capital and giving you a tangible return on that capital.
COMMENT
Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability.
TOP PICK
Model price is $32.74, a 68% upside. Came in with record earnings. Good yield.
COMMENT
(Caller recalls a BNN speaker stating that cell phones globally would quadruple in the next 2 years.) If possible, it would bode well for this company. His concern is that this is where investors are being pushed and if there is a slowdown, he can see it doing tremendously well. If the economy stays where it is there to be a lot more cell phones etc.
BUY
Likes the tech sector. If you believe in the growth of economy and emerging nations, you have to believe in these stocks because they will participate. Only have 20%-25% in any one sector.
TOP PICK
World's largest semiconductor chipmaker based on revenue. Grown dividends by 23% over the last 5 years. Have $2.93 cash per share. Huge demand in Asia and emerging markets as well as Apple and RIM products. Trading at about 10X 2011 earnings.
Showing 466 to 480 of 659 entries