Added to YB: 2025-09-30
Pitch date: 2025-09-28
INTC [neutral]
Intel Corporation
+9.53%
current return
Author Info
Irrational Analysis shares engineering-driven investment analysis. Sign up for the newsletter.
Company Info
Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide.
Market Cap
$192.2B
Pitch Price
$34.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.37
P/E
895.10
EV/Sales
4.07
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)