Added to YB: 2026-08-28
Pitch date: 2026-08-26
INTC [bullish]
Intel Corporation
+2.42%
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, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.
Market Cap
$463.7B
Pitch Price
$89.91
Price Target
194.03 (+111%)
Dividend
N/A
EV/EBITDA
29.31
P/E
-38.35
EV/Sales
8.76
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Investment Case for Intel at $90 per share
INTC: Intel's underutilized fabs provide leverage to surging CPU demand and migration from Intel 7 to higher-priced Intel 3, 18A and 14A wafers, potentially funding expansion into external foundry, advanced packaging and ASICs. A 2030 model including a low-end GPU contribution yields $17.40 of EPS and $194.03 of discounted fair value. Execution requires competitive designs, process parity and substantial new fab-shell construction.
Read full article (20 min)