Intel Corporation is rated a Buy at $85-86 due to improving fundamentals and a turnaround in its foundry business. The DCAI segment margins jumped from 16% to 39.5% year-over-year, driven by CPU shortages and strong pricing amid rising AI demand. Foundry losses are decreasing with better yields and cost improvements, supported by partnerships with Apple and Tesla. Key metrics to watch include DCAI margins near 40%, foundry loss below $1.8 billion, and a Q4 revenue guide above $17.06 billion, which could support a stock re-rating.
Intel's market cap stands at $459.68 billion as of Oct 27, 2026, 01:21 WIB, with a dividend yield of 2.24%. The stock price on Pluang is USD 91.87, showing a strong 1-day gain of 5.65%, reflecting heightened investor interest possibly linked to the company's improving fundamentals and AI-driven growth prospects. Trading volume reached 72,093,680 shares, indicating active market participation around the time of this update.
Intel's stock surged 5% following a Buy rating upgrade from New Street Research, which highlighted a persistent shortage of server CPUs driven by growing demand from AI applications. The analyst expects supply constraints to last for years, benefitin...
IBM reported steady revenue growth driven by software and Red Hat, generating strong cash flow and improving margins. Intel showed dramatic revenue growth fueled by AI demand but faces heavy losses in its foundry business, which lacks external custom...
Intel Corporation is undergoing a multi-year turnaround fueled by increased demand for CPU servers to support AI inference workloads. The company projects robust financial growth, with FY26 revenue expected to reach $63.66 billion. Key drivers includ...
Intel Corporation maintains a Buy rating as its stock trades near $87 ahead of its Q3 earnings report. Recent stock volatility has been influenced more by sector sentiment and competitive news rather than changes in Intel's fundamentals or earnings o...
RBC Capital expects Intel to surpass earnings estimates and raise its outlook due to strong demand for AI infrastructure, particularly in server processors. This demand could lead to a 5% revenue beat and a 3-5% guidance increase, with double-digit g...
