INTC posted a 25% revenue surge, its best performance in 15 years, driven by AI and Data Center growth, with shares rated BUY at a $108 target. NVIDIA's $5 billion equity stake validates Intel's AI roadmap, while AMD's P/E of 176 makes Intel's forward multiple of 80 look reasonable. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Intel (NASDAQ: INTC) posted 25.42% year-over-year revenue growth in Q2 2026, its strongest top-line result in more than 15 years, powered by a 59% surge in Data Center and AI revenue.
With shares at $97.71 after a sharp pullback from June highs, the setup for the next 12 months is constructive but not spectacular. Our 24/7 Wall St. price target for Intel is $107.66, implying 10.19% upside from current levels. The recommendation is buy at 90% confidence.
INTC is up 164.8% year to date and 373.17% over the past year, moving from $20.65 last August to a 52-week high of $142.35 before cooling. Shares are down 11.04% over the past month, weighed on by a proposed $15 billion common stock offering announced in August. That capital raise funds a CapEx plan CFO David Zinsner said is being pushed above "more than $20 billion" for 2026.
Q2 was the seventh consecutive earnings beat. Revenue of $16.128 billion topped the $14.446 billion consensus, and non-GAAP EPS of $0.42 nearly doubled the $0.2166 estimate. AI-driven businesses collectively grew more than 70% year over year.
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Our bull scenario points to $122.34, a 25.2% gain. Xeon 6 is one of the fastest-ramping products in Intel history, Intel 18A yields are running ahead of schedule, and CEO Lip-Bu Tan said "strong demand for our products continues to outpace our growing supply." Purpose-built silicon and design services are approaching a $2 billion run rate against what management frames as a $100 billion TAM. NVIDIA (NASDAQ: NVDA) made a $5 billion equity investment and the DGX Rubin NVL8 CPU win validate the roadmap.
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