Intel kicked off this year with very strong gains!
Shares are up more than 7% today, bringing them close to the record levels from November. However, the price still sits below the resistance level of $44. If $INTC shares can get past that level, they could return to the prices investors saw at the company before 2022.
In 2025 Intel enjoyed a strong rebound. It received billions of dollars in investments not only directly from the government, but companies like Nvidia $NVDA also joined in the investment push.
Do you have Intel in your portfolio and are you waiting for the company to pull through its current weak period, or have you long since written it off?
Yeah, I follow Intel, it’s a good company.
I wrote a few posts here saying the government won’t let Intel fall.
Intel needs time and confidence that what’s been downright screwed up over the past few years will improve with time.
Nvidia probably had some reason (I think it was to cozy up to the government where the sun doesn’t shine :D).
Time will tell if there are people at Intel who will give 100% to get the company back to competitiveness.
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The performance is interesting, but it still doesn't appeal to me. I'd rather $AMD. Are you investing in $INTC?
I don't really trust them. I have a take-profit at 45 and I think that's probably unnecessary, but if it gets hit I won't be upset — after all, it's up about 100% over the past year and there hasn't been any material change to EPS....
I'm staying away from it too. That gain looks great, but it doesn't mean anything.
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I don’t trust the company — the stock has only risen because of the government and Nvidia. Until they report strong results and the business actually changes, it doesn’t make sense to invest in it.
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I'm very curious how INTC will deliver the EPS growth that's reported on SE.
Dec 2026
75.15%
Dec 2027
80.60%
Dec 2028
81.78%
Only then would their valuation make any sense in 2028. For 2027 it still comes out to a P/E of 34.