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Intel's turnaround gains momentum with rising AI-driven CPU server demand and strong FY26 revenue forecast.

Analyst Insights
26 Oct 2026, 19:18 WIB
Seeking Alpha
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Bullish
Intel's turnaround gains momentum with rising AI-driven CPU server demand and strong FY26 revenue forecast.

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 include expanding foundry operations and strategic partnerships, although risks remain around securing major foundry deals with partners like SK hynix and Apple. Analysts maintain a Strong Buy rating with a $164 price target, citing improving margins and long-term growth potential.

Intel shares are trading at USD 91.03 on Pluang as of Oct 26, 2026 23:31 WIB, up 4.68% in one day. This price remains well below its 52-week high of USD 140.94 but significantly above the 52-week low of USD 33.62, indicating a recovery phase in the stock's performance. The dividend yield stands at 2.24%, reflecting a moderate income return relative to its current price level.

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