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Intel Corporation Stock Price

NasdaqGS:INTC Community·US$565.6b Market Cap
  • 16 Narratives written by author
  • 21 Comments on narratives written by author
  • 1629 Fair Values set on narratives written by author

INTC Share Price Performance

US$109.84
86.41 (368.80%)
US$500.93
Fair Value
US$109.84
86.41 (368.80%)
78.1% undervalued intrinsic discount
US$500.93
Fair Value
Price US$109.84
Suen US$500.93
AnalystConsensusTarget US$88.61
ValueInvestingSubstack US$130.00

INTC Community Narratives

Fair Value
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Fair Value US$500.93 78.1% undervalued intrinsic discount

Intel Story

1users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
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Fair Value US$88.61 24.0% overvalued intrinsic discount

Operational Restructuring And AI Partnerships Will Strengthen Competitive Position

12users have liked this narrative
0users have commented on this narrative
681users have followed this narrative
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Fair Value US$130 15.5% undervalued intrinsic discount

Is Intel Still Investable At $60?

1users have liked this narrative
1users have commented on this narrative
15users have followed this narrative
US$500.93
78.1% undervalued intrinsic discount
Fair Value
Profit Margin
15.61%
Future PE
51.85x
Price in 2031
US$855.89
US$43.91
150.1% overvalued intrinsic discount
Profit Margin
14.84%
Future PE
30.9x
Price in 2029
US$66.53
US$130
15.5% undervalued intrinsic discount
Profit Margin
15.74%
Future PE
54.1x
Price in 2031
US$222.16
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Intel

The US's Sovereign Silicon Fortress – "Too Strategic to Fail"

The "Intel Bear Case" died the moment the US Government took a 10% equity stake in August 2025. Intel has shed its skin as a struggling legacy chipmaker to become America’s Foundry.Read more

View narrative
US$47.98
128.9% overvalued intrinsic discount
Fair Value
Revenue
14% p.a.
Profit Margin
30%
Future PE
16x
Price in 2031
US$73.82
US$35.73
207.4% overvalued intrinsic discount
Fair Value
Profit Margin
14.24%
Future PE
29.79x
Price in 2030
US$57.84
US$28.47
285.8% overvalued intrinsic discount
Fair Value
Profit Margin
15%
Future PE
25x
Price in 2033
US$67.39

Trending Discussion

Updated Narratives

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updated x86 vs arm comparisons

Fair Value: US$500.93 78.1% undervalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
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Is Intel Still Investable At $60?

Fair Value: US$130 15.5% undervalued intrinsic discount
15 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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Intel ($INTC): The Sovereign Silicon Fortress 2.0 – "Battle-Tested & Backed by Giants"

Fair Value: US$47.98 128.9% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with moderate growth potential.

3 Risks
1 Reward

Intel Corporation Key Details

US$53.8b

Revenue

US$33.8b

Cost of Revenue

US$20.0b

Gross Profit

US$23.2b

Other Expenses

-US$3.2b

Earnings

Last Reported Earnings
Mar 28, 2026
Next Reporting Earnings
Jul 23, 2026
-0.63
37.20%
-5.90%
36.0%
View Full Analysis

About INTC

Founded
1968
Employees
85100
CEO
Lip-Bu Tan
WebsiteView website
www.intel.com

Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; and semiconductors comprising wafer fabrication, substrates, and other related products and services. It also provides driving assistance and self-driving solutions; and develops and manufactures multi-beam mask writing tools. The company sells its products through sales organizations, distributors, resellers, retailers, and OEM partners. It serves original equipment manufacturers, original design manufacturers, cloud service providers, and other manufacturers and service providers. Intel Corporation has a strategic collaboration with Infosys Limited to develop a multi-layer AI fabric that unifies infrastructure, models, data, applications, and workflows into a composable and agent-ready ecosystem. The company was incorporated in 1968 and is headquartered in Santa Clara, California.

Recent INTC News & Updates

Seeking Alpha 14h

Intel's Turnaround Is Accelerating (Rating Upgrade)

Summary Intel has recorded 32 upward EPS revisions and 32 upward revenue revisions with zero downgrades, signaling an unusually broad consensus upgrade. Consensus projects EPS to increase from $1.09 in FY26 to $12.29 by FY35, while revenue is expected to exceed $122.7 billion. Agentic AI is expanding server CPU demand, with the 2030 market opportunity rising to $223 billion, and a bullish scenario reaching $330 billion. Intel's 18A and 14A process technologies, combined with growing foundry partnerships, are reinforcing expectations for sustained multi-year revenue growth. The primary risk remains execution, as Intel has missed EPS in five of the last eight quarters despite beating revenue estimates in seven. Read the full article on Seeking Alpha

Recent updates

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