NASDAQ:INTC

Intel (INTC)

90.20
-0.93 (1.02%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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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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Similar
TSM
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.
DON'T BUY
NASDAQ stocks in general look very dangerous here. Tech stocks went up too far. You are entering a new PC cycle, but sales are nowhere near where expected.
PAST TOP PICK
(A Top Pick July 10/06. Up 5.4%.) Still likes. Expects a lot more upside.
DON'T BUY
There is a problem with the PC cycle, which is dependent on new operating systems. Microsoft (MSFT-Q) has come out with a new when that is not exactly flying off the shelves.
TOP PICK
Had a nice fall and is perfectly mispriced. The model price is $25.23, a 32% positive differential. He is 31% overweight in Technology.
BUY
Came close to buying the stock this month, but got edged out for better value elsewhere. His model price is $24.90. A 19% positive differential.
BUY
His model price is $25.21. A 20% positive differential.
HOLD
Missed their numbers and will give new guidance.
TOP PICK
(A Top Pick July 10/06. Up 15.7%.) 2004 was a bad year for them and they had to really retrench. Sold off one business and got back to their core. Demand is much higher than people are anticipating. More than 50% of their revenue is from outside the US.,
BUY
On a gradual uptrend. Not a bad entry point. Technology has been very strong.
DON'T BUY
Battling with AMD in terms of prices, etc. Has 80% market share, so it's tough to see them gaining more market share.
TOP PICK
Feels the worst of AMD threat is over. They have really had to retrench. 2004 was the dog year for them. Have bottomed.
DON'T BUY
Low man on the totem pole. Supply chain. All the semi-conductors are getting killed right now from the standpoint that they’ve built up their inventory, increased production and now have nobody to sell to.
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