Intel’s Best Growth in 15 Years: 25% Revenue Surge and Our New Price Target

1 hour ago 1

Vandita Jadeja

Thu, August 13, 2026 astatine 9:00 AM CDT 5 min read

Quick Read

INTC posted a 25% gross surge, its champion show successful 15 years, driven by AI and Data Center growth, with shares rated BUY astatine a $108 target.
NVIDIA's $5 cardinal equity involvement validates Intel's AI roadmap, portion AMD's P/E of 176 makes Intel's guardant aggregate of 80 look reasonable.
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Intel (NASDAQ: INTC) posted 25.42% year-over-year gross maturation successful Q2 2026, its strongest top-line effect successful much than 15 years, powered by a 59% surge successful Data Center and AI revenue. With shares astatine $97.71 aft a crisp pullback from June highs, the setup for the adjacent 12 months is constructive but not spectacular.

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Our 24/7 Wall St. terms people for Intel is $107.66, implying 10.19% upside from existent levels. The proposal is bargain astatine 90% confidence.

24/7 Wall St. Price Target Summary

A Vertical Rally, Then a Cooling Off

INTC is up 164.8% twelvemonth to day and 373.17% implicit the past year, moving from $20.65 past August to a 52-week precocious of $142.35 earlier cooling. Shares are down 11.04% implicit the past month, weighed connected by a projected $15 cardinal communal banal offering announced successful August. That superior rise funds a CapEx program CFO David Zinsner said is being pushed supra "more than $20 billion" for 2026.

Q2 was the seventh consecutive net beat. Revenue of $16.128 cardinal topped the $14.446 cardinal consensus, and non-GAAP EPS of $0.42 astir doubled the $0.2166 estimate. AI-driven businesses collectively grew much than 70% twelvemonth implicit year.

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The Bull Case

Our bull script points to $122.34, a 25.2% gain. Xeon 6 is 1 of the fastest-ramping products successful Intel history, Intel 18A yields are moving up of schedule, and CEO Lip-Bu Tan said "strong request for our products continues to outpace our increasing supply."

Purpose-built silicon and plan services are approaching a $2 cardinal tally complaint against what absorption frames arsenic a $100 cardinal TAM. NVIDIA (NASDAQ: NVDA) made a $5 cardinal equity concern and the DGX Rubin NVL8 CPU triumph validate the roadmap. Consensus people from 45 analysts sits astatine $115.17, with 14 Buy ratings against 3 Sells.

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