NASDAQ:INTC

Intel (INTC)

103.07
+2.75 (2.74%)
as of Sep 11, 2026, 7:35:46 pm Market Open.
593 watching
0
Investor Insights
star iconSep 11, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Intel (INTC-Q) has seen a tumultuous journey in recent months, buoyed by a dramatic turnaround since the new CEO took charge, resulting in a significant rally in share prices. Investors express cautious optimism as the company's domestic footprint positions it favorably amid government support and reshoring trends. Despite a recent impressive quarterly performance and rising revenue, concerns over high valuations and competition remain prominent, with many experts highlighting the disconnect between current stock prices and fundamentals. While some see potential in the company's pivot to chip manufacturing for external clients, others remain skeptical about sustainability and market positioning compared to competitors like Nvidia. Overall, opinions vary but clearly indicate a mix of hope and caution regarding Intel's future prospects.

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Consensus
Cautious
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Valuation
Overvalued
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NVDA
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.
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.
Showing 481 to 495 of 665 entries