Buy, Sell or Hold Intel At $110

1 week ago 9

Vandita Jadeja

Thu, May 21, 2026 astatine 6:45 AM CDT 4 min read

Quick Read

Intel (INTC) surged 399.4% implicit 1 twelvemonth and delivered Q1 FY2026 non-GAAP EPS of $0.29 versus $0.01 consensus, with Data Center and AI gross climbing 22% YoY to $5.05B and foundry wins from Google, NVIDIA, and the Terafab task signaling accelerating adoption.
Intel’s valuation astatine 156x guardant net and antagonistic trailing EPS already prices successful important upside, leaving constricted country for the banal to tally arsenic execution risks stay astir Foundry profitability and Intel 18A yields.
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Our Intel (NASDAQ:INTC) telephone sits squarely against the caller rally. The 24/7 Wall St. terms people for Intel is $101.40, modestly beneath wherever shares commercialized today. After a 399.4% one-year run, overmuch of the rerating already appears priced in. Our proprietary exemplary rates this a clasp with precocious conviction.

24/7 Wall St. Price Target Summary

Metric

Value

Current Price	$108.17
24/7 Wall St. Price Target	$101.40
Upside/Downside	-6.26%
Recommendation	HOLD
Confidence Level	90%

Why We Could Be Wrong

Before diving in, I should enactment that our 24/7 Wall St. terms people of $101.40 sits beneath wherever Intel trades today. INTC is 1 of the astir divisive names successful semis, and existent upside could travel from the Apple-Intel manufacturing concern scaling faster than expected, oregon Intel Foundry turning profitable connected the backmost of NVIDIA's DGX Rubin NVL8 wins. Treat our people arsenic 1 datapoint among many.

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From $21 to $108 successful a Year

Intel is up 193.14% twelvemonth to day and 57.91% successful the past period alone, though shares pulled backmost 16.43% implicit the past week from the $132.75 52-week high. The rally has been fueled by a sixth consecutive gross bushed and a drawstring of marquee lawsuit wins.

Q1 FY2026 delivered non-GAAP EPS of $0.29 against a $0.01 statement connected gross of $13.58 billion, beating expectations meaningfully. Data Center and AI gross surged 22% YoY to $5.05 billion, and Intel Foundry climbed 16%.

CEO Lip-Bu Tan framed the setup bluntly: "The adjacent question of AI volition bring quality person to the extremity user, moving from foundational models to inference to agentic. This displacement is importantly expanding the request for Intel's CPUs and wafer and precocious packaging offerings."

The Case for $115+

Bulls person a credible path. Intel's foundry is winning anchor customers fast: Google for customized ASIC IPUs, NVIDIA selecting Xeon 6 for DGX Rubin NVL8, and Intel joining the Terafab task alongside SpaceX, xAI, and Tesla.

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