Intel’s Best Growth in 15 Years: 25% Revenue Surge and Our New Price Target

Дата публикации: 13-08-2026 14:00:30

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

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Intel (NASDAQ: INTC | INTC Price Prediction) 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.

24/7 Wall St. Price Target Summary

Metric	Value
Current Price	$97.71
24/7 Wall St. Price Target	$107.66
Upside	10.19%
Recommendation	BUY
Confidence Level	90%

A Vertical Rally, Then a Cooling Off

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.

The Bull Case

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. Consensus target from 45 analysts sits at $115.17, with 14 Buy ratings against 3 Sells.

The Risks Worth Watching

Our bear case lands at $81.13, a 16.97% drawdown. Intel Foundry burned a $2.1 billion operating loss in Q2 despite 31% revenue growth, and the GAAP net loss of $11.033 billion was driven by a $12.5 billion mark-to-market on CHIPS Act escrow shares.

The loss is non-cash, and operating cash flow of $7.006 billion shows the underlying business is throwing off real money. The forward P/E of 80 leaves little room for execution slips at 18A-P or 14A.

How Intel Compares to AMD and Taiwan Semiconductor

AMD (NASDAQ: AMD) is the sharpest read on Intel’s core CPU market. It posted Q2 2026 revenue of $11.54 billion, up 50.1%, with Data Center more than doubling. AMD trades at a TTM P/E of roughly 176. Intel’s forward multiple of 80 looks reasonable next to that, particularly given INTC’s foundry optionality.

Taiwan Semiconductor (NYSE: TSM) is the foundry benchmark. TSMC’s Q2 revenue rose 36% at 67.7% gross margins, dwarfing Intel Foundry’s external revenue of $293 million. The gap explains why our target does not credit a full foundry re-rating yet. If Intel 14A lands an anchor customer, the peer comparison shifts materially in INTC’s favor.

Intel Price Prediction 2026-2030

The recent weakness sets up a path toward the 24/7 Wall St. price target of $107.66, with the analyst consensus of $115.17 as a stretch level.

The risk/reward tilts less favorable if shares revisit the June peak of $127.86 without a 14A anchor customer announcement, and the thesis weakens materially if foundry losses widen.

Year	24/7 Wall St. Price Target
2026	$107.66
2027	$118.00
2028	$127.00
2029	$134.00
2030	$139.48

These projections assume Intel executes on its 18A ramp and secures external 14A customers by 2028. Significant upside could come from a foundry re-rating, while a stalled 14A program would push the trajectory toward our $80.73 five-year bear case.

Contact [email protected] for any questions or corrections.

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