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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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
TSM
PAST TOP PICK
(A Top Pick Mar 8/07. Up 10% including dividends.) Same valuation today as it was a year ago so it is an excellent opportunity in technology. He would buy it here at around $20. In a month would sell at about $22-$24 as the model price would have decreased, and get in again in the fall sometime. Model price is $28.48, a 37% upside.
BUY ON WEAKNESS
Global domination in processors. Trading at about 14X current earnings and about 12X next year's earnings. If it pulls back to $18-$18.50, it's a wonderful entry point.
DON'T BUY
A play on global economy however; this is a company that is getting hurt because of economic concerns. There is less of a secular trend on the PC side. Notebooks are a positive for them but the last revenue report was disappointing. He would prefer CREE (CREE-Q), which is also a chip company and is trading very close to its highs.
COMMENT
His model price is $29.78, a 14% positive differential.
WEAK BUY
Looks fairly cheap. Their competitors are suffering. They’ve got lots of capital/cash to put into Research and development/ design.
PAST TOP PICK
(Up 23%, Dec. 2006)He is still holding and expecting good things. Still likes it.
BUY
The model price is $29.17, a 13% upside.
BUY
Fits in both the growth and global growth camps. Semiconductors started to perform better over the last 3 months than the market itself. Prefers Applied Materials (AMAT-Q). Cheap.
HOLD
Good solid blue chip tech company. Has a little bit further to run. Consider taking profits in the high $20's.
BUY ON WEAKNESS
Had a bit of a spike recently. They have the resources to continue to spend and becoming very competitive players. Try to buy in the $20-$22 area.
PAST TOP PICK
(A Top Pick Jun 15/06. Up 20.3%.) Fundamentally undervalued and positioned to do well in both the near-term and long-term. A Buy.
COMMENT
Semiconductor industry looks like it has gone through its bottom. Last quarter was a little better than expected. Story is looking better. AMD (AMD-N) doesn't seem to be a threat.
WEAK BUY
Semiconductor stocks have not been performing well so far over the last 4 months. This one is a bellwether of the group. Performing better and recent numbers were positive. Technically, he would like to see the stock trade through $23. Would also like to see better earnings revisions.
BUY
Loves this one. His upside from the model price is around 35%-40%. Tremendously mispriced.
COMMENT
A fabulous company with brilliant engineers. In a very competitive market. There are all kinds of interesting technological developments in the chip industry. You might have to be patient. With an 18-24 time horizon, it might be good time to buy. 2007 could be rocky.
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