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INTC

INTEL CORP

In the published model solve dated 2026-Q2, anchored at $89.25, INTEL CORP (INTC) is priced for today's economics sustained for ~9.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.

Published model solve
today's economics sustained for ~9.3 years
Priced In
unavailable

Key Takeaways

• The June 2026 quarter turned Intel's operating line positive again, and the lift came from pricing rather than units: client average selling prices rose 27% while client volume fell 8%, with the company stating that ⟦"Market demand exceeded our available product supply in Q2 2026 and YTD 2026 due to industry-wide supply constraints."⟧ • The foundry still has almost no outside customers, booking $293 million of external revenue in the June quarter against $22 million a year earlier, and the ann

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Institutional ownership

2,511 institutional managers reported holding INTC in 13F filings for the quarter ended 2026-03-31. Together they hold about 63% of the company; the top 10 hold 35%. 301 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 143.9M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (1.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

INTC's share count grew 25.5% over the past five years. It stopped paying its dividend within the past year.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at INTC over the trailing three years: 2023: 7 buys totaling $3.00M; 2024: 7 buys totaling $1.00M; 2026: 1 buy totaling $250k. 19 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

INTC's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-29+7.2%-3.5%
2023-10-28+8.3%+41.4%
2024-01-27-11.1%+1.2%
2024-04-27-7.6%-2.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

INTC's latest 8-K filings: 2026-08-12 (items 7.01, 8.01, 9.01); 2026-07-23 (items 2.02, 9.01); 2026-05-15 (items 5.07); 2026-04-30 (items 8.01, 9.01); 2026-04-24 (items 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

Compare INTC

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Model solve date: 2026-Q2
Narrative composed: August 7, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.