Susquehanna Raises Intel’s Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

4 hours ago 2

David Moadel

Tue, April 14, 2026 astatine 9:18 AM CDT 4 min read

Susquehanna raised its terms people connected Intel (INTC) to $65 from $45 portion maintaining a Neutral rating, signaling assurance successful near-term execution arsenic the company’s information halfway concern shows spot heading into Q1 earnings.
Intel’s valuation remains elevated with a guardant P/E of 122x contempt the stock’s 77% year-to-date gain, and Susquehanna’s people fundamentally validates existent levels alternatively than projecting important further upside, suggesting cautious positioning up of the April 23 net report.
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Intel (NASDAQ:INTC) banal has climbed sharply, and Wall Street is taking notice. Susquehanna raised its terms people connected INTC banal to $65 from $45, keeping a Neutral standing connected the shares. The determination signals increasing assurance successful Intel's near-term execution, adjacent if the steadfast isn't acceptable to spell afloat bullish.

The timing matters. Intel reports Q1 results connected April 23, and Susquehanna's preview suggests the 4th could onshore successful enactment to somewhat amended than expected. That's a meaningful displacement successful code for a banal that spent astir of past twelvemonth warring for credibility.

Ticker

Company

Firm

Action

Old Rating

New Rating

Old Target

New Target

INTC	Intel	Susquehanna	Price Target Raised	Neutral	Neutral	$45	$65

Susquehanna expects stronger Server CPU request to thrust humble upside successful Q1, partially offset by weaker PC ODM builds. The steadfast sees Intel's information halfway concern arsenic the near-term agleam spot, portion the PC marketplace remains a headwind.

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That work aligns with Intel's ain guidance. In Q4 2025, Intel's Data Center and AI conception posted $4.74 cardinal successful revenue, up 9% twelvemonth implicit year, portion the Client Computing Group declined 7% to $8.19 billion. Susquehanna's thesis tracks that divergence closely.

Intel guided Q1 2026 gross of $11.7 cardinal to $12.7 billion, with non-GAAP EPS of $0 and proviso constraints expected to tighten earlier improving successful Q2. The institution ended 2025 with $14.27 cardinal successful currency and equivalents, up 73% twelvemonth implicit year.

CEO Lip-Bu Tan has been methodical astir rebuilding Intel's foundation. In his Q4 commentary, helium noted:

Our condemnation successful the indispensable relation of CPUs successful the AI epoch continues to grow... The instauration of our archetypal products connected Intel 18A — the astir precocious process exertion developed and manufactured successful the United States — marks an important milestone.

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