Published

08 Apr 25

Updated

13 Jul 26

Views

1.1k

Not Invested

Fair Value

US$167.58

Share price13 Jul

US$95.0443.3% undervalued

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1Y311.43%

7D-13.47%

Cloud And AI Trends Will Drive Semiconductor Expansion

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AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

08 Apr 25

Updated

13 Jul 26

Views

1.1k

Not Invested

Shared on 13 Jul 26

Fair value Increased 10%

INTC: AI Server CPU Demand And Foundry Wins Will Drive Repricing

Intel is landing big new chip-making and packaging work while demand for its server processors stays tight, pushing some analysts to rethink how much the business could earn in the years ahead. The upside hinges on Intel delivering its next manufacturing steps on time, even as competition and the heavy lift of the turnaround keep the stakes high.

48 views

Shared on 29 Jun 26

Fair value Increased 124%

INTC: AI Data Center And Foundry Deals Will Drive Turnaround Confidence

Wall Street is getting more confident that Intel’s turnaround can stick as demand for AI data centers grows and big customers line up for its chip-making and packaging services. Some analysts still worry about execution and tough competition, but the new expectations paint a very different picture for what Intel could earn over time.

71 views

Shared on 16 Mar 26

Fair value Increased 16%

INTC: Advanced Packaging And Data Center Demand Will Support Turnaround Confidence

Intel's updated analyst price target rises from $58.54 to $67.69. Analysts point to a stronger outlook for advanced packaging, higher modeled revenue growth and margins, and a higher assumed future P/E multiple as key drivers of the change.

29 views

Shared on 19 Jan 26

Fair value Increased 13%

INTC: AI And Data Center Demand Will Restore Confidence In Turnaround

Intel's analyst fair value estimate has been raised from US$52.00 to about US$58.54 as analysts factor in stronger data center and AI demand, better execution, and clearer foundry and packaging opportunities, as reflected in recent price target increases and rating changes across major firms. Analyst Commentary Recent research updates point to a more constructive tone around Intel, with several firms revising price targets and ratings as they reassess data center, AI, and foundry prospects alongside execution progress.

113 views

Shared on 21 Dec 25

Fair value Increased 91%

INTC: Foundry And AI Execution Will Drive Confidence In Turnaround Narrative

Analysts have lifted their Intel fair value estimate to about $52 from roughly $27, reflecting improving execution, early but encouraging foundry progress, and a clearer AI strategy, even as they continue to flag rich valuation and execution risk. Analyst Commentary Recent Street research reflects a more constructive, but still guarded, view on Intel as bullish analysts acknowledge improving execution and a clearer AI and foundry strategy.

196 views

Shared on 07 May 25

Fair value Decreased 2.16%

0 views

Shared on 30 Apr 25

Fair value Increased 0.58%

AnalystHighTarget has decreased revenue growth from 6.9% to 4.9%, increased profit margin from 9.3% to 12.3% and decreased future PE multiple from 29.6x to 23.6x.

0 views

Shared on 23 Apr 25

Fair value Increased 6.09%

AnalystHighTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 16 Apr 25

Fair value Decreased 3.09%

AnalystHighTarget has decreased profit margin from 12.8% to 9.3% and increased future PE multiple from 19.6x to 27.0x.

0 views

Fair Value vs Share Price

US$167.58

vs US$95.0443.3% undervalued

19%

Revenue growth

18.2%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Intel

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with moderate growth potential.

Market capUS$487.4b

PB4.3x

Estimated Growth11.1%

Dividend Yield0%

CEO & management

Lip-Bu Tan

CEO

0.9yrs

CEO Tenure

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.