Quick Read – Intel (INTC) surged 399.4% over one year and delivered Q1 FY2026 non-GAAP EPS of $0.29 versus $0.01 consensus, with Data Center and AI revenue climbing 22% YoY to $5.05B and foundry wins from Google, NVIDIA, and the Terafab project signaling accelerating adoption. -…
tel’s valuation at 156x forward earnings and negative trailing EPS already prices in significant upside, leaving limited room for the stock to run as execution risks remain around Foundry profitability and Intel 18A yields. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE
Our Intel (NASDAQ:INTC) call sits squarely against the recent rally. The 24/7 Wall St. price target for Intel is $101.40, modestly below where shares trade today. After a 399.4% one-year run, much of the rerating already appears priced in.
Our proprietary model rates this a hold with high conviction. 24/7 Wall St. Price Target Summary Why We Could Be Wrong Before diving in, I should note that our 24/7 Wall St. price target of $101.40 sits below where Intel trades today. INTC is one of the most divisive names in semis, and real upside could come from the Apple-Intel manufacturing partnership scaling faster than expected, or Intel Foundry turning profitable on the back of NVIDIA’s DGX Rubin NVL8 wins.