Added to YB: 2025-09-30
Pitch date: 2025-09-28
INTC [neutral]
Intel Corporation
+29.26%
current return
Author Info
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Company Info
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.
Market Cap
$227.1B
Pitch Price
$34.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.34
P/E
-757.67
EV/Sales
4.70
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
SMH Favorite Names++ Coverage: Q3 2025 Edition - Intel Corporation
INTC (update): Intel 18A is 'flaming dogshit'tsmc but 18AP has ~70% chance of being tolerable for 3rd-party foundry customers. Products division viewed as zero value vs legacy Nvidia gaming. Entire valuation hinges on leading-edge fabs preventing TSMC monopoly - should be worth 2x GloFo valuation on price/book basis.
Read full article (2 min)