Added to YB: 2025-12-09
Pitch date: 2025-12-04
INTC [neutral]
Intel Corporation
-8.13%
current return
Author Info
Alex_Intel_ shares US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel. 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
$41.16
Price Target
75.81 (+101%)
Dividend
N/A
EV/EBITDA
20.37
P/E
895.10
EV/Sales
4.07
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Intel year-end wrap-up
INTC (update): Up from $20 to potential $76 (2000 high) by 2026. 3 businesses: Products (75% PC x86, 50% server share), ASIC (competing w/ Broadcom/Marvell for hyperscaler chips), Foundry (18AP wins Apple 2027, 14A matches TSMC). Gov backing via shell lease-back deal, tariff protection. Tan execution + geopolitical tailwinds.
Read full article (10 min)