Intel shares have gained more than 220% in 2026, but a Motley Fool analysis doubts they can reach $150 by year-end. It cites a price of 81 times estimated 2026 earnings and recommends Intel investors sell and move their gains to TSMC.
Intel's data-center and AI segment rose 59% year over year in the second quarter. The article also cites Intel's 18A chip node and a reported agreement for Intel to become a second supplier for some Apple products, while noting that attracting more foundry customers remains important to its turnaround.
The article compares Intel's valuation—81 times estimated 2026 earnings and 59 times 2027 estimates—with Taiwan Semiconductor Manufacturing's 26 and 20 times, respectively. It argues Intel's profits would need to reach roughly three times analysts' 2027 projections to justify the same valuation multiple as TSMC.
