NASDAQ:INTC

Intel (INTC)

90.20
-0.93 (1.02%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
593 watching
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Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 29 opinions in the last 12 months.

Intel (INTC-Q) faces a mixed outlook among experts, highlighting both its potential for recovery and its ongoing challenges. While some analysts praise the significant turnaround under the new CEO, attributing a 321% rally in shares and robust growth in CPU demand, others express caution, emphasizing overvaluation and fierce competition, particularly from TSM and Nvidia. The recent involvement of the US government has been noted both positively and skeptically, with the consensus that this support may not address fundamental issues with the company. Challenges include execution failures, talent retention, and the inability to meet CPU demand, leading to a significant stock price fluctuation. Overall, while there are optimistic projections for its potential and a strong domestic market position, uncertainties surrounding its future performance remain prominent.

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Consensus
Mixed
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Valuation
Overvalued
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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.
TOP PICK
Good, safe play on the global tech story. Trading at under 10X earnings and has a 3.5% dividend yield. A lot of the CapX has been done so margins should expand over the next few years. Good play on global technology growth.
WAIT
Strong seasonality from October through to the 2nd week in January. This is the time of year when they have a lot of computer chips and demand tends to escalate to the Christmas period. Las Vegas consumer electronics show ends on the 2nd week of January, which is when you should sell.
BUY
Senior semiconductor company globally. In a cyclical environment, they are the leader. Will probably earn around $2 a share this year that puts them at about 10X earnings, pretty good value. An early cycle play.
BUY
One of the few senior tech companies that pays a healthy dividend. Windows 7 is progress in and will do well for this company.
TOP PICK
His model price is $30.97 a 39% upside. Almost 3% yield.
BUY
This is an area that is highly volatile and cyclical but this is a senior company in this area. Pays a very nice dividend.
BUY
The best of the semiconductor group. Good earnings just reported.
BUY
Very opportunistic buy right now. First company to announce fairly strong earnings guidance was good and then the stock sold off when the market was caught up in the European fears. Semi stocks seem to be ready to bottom in the index looks like it's ready to turn. Trading at only 11X earnings.
BUY
Likes the technology and semiconductor space. This one ranks very well in his system. Beat earnings in January. Over 3.2% dividend.
TOP PICK
Has a model price of $29.66, a 49% positive differential.
BUY
Their numbers blew him away. Margins are back where they where in the mid-60’s. Gaining market share again. Have a PC refresh cycle coming around, driven by Windows 7. Good valuations.
DON'T BUY
It’s a bit on the rich side. It’s had a big run. Doesn’t expect a lot of chips sales to continue. Would prefer some of the other chip stocks.
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