Added to YB: 2022-12-24
Pitch date: 2022-12-24
INTC [bullish]
Intel Corporation
+272.37%
current return
Author Info
No bio for this author
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
$543.8B
Pitch Price
$24.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.01
P/E
-44.97
EV/Sales
10.17
Sector
Semiconductors and Semiconductor Equipment
Category
value
Intel (INTC)
INTC (new position): Long at ~8x P/E near 20-yr lows. R&D edge ($15B vs AMD $4B/NVDA $5B) plus CHIPS Act-subsidized AZ/OH fabs support long-term dominance. Bear: 2023 EPS seen falling to ~$2, PC sales -20% YoY, chip delays. Thesis: rivals' gains fleeting, scale wins over time.
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