Intel's Best Days Are Still Well Ahead (Rating Upgrade)
- INTC's revenue surged over 25% with gross margins at 41.8%, and data center revenue under DCAI rose nearly 60%, reflecting strong execution and market optimism.
- Despite a recent 40% pullback from its $140 peak, INTC's valuation has normalized to a relatively lower 56x forward earnings, with technicals signaling a key support zone near $90.
- I see the current pullback as a timely buying opportunity, contingent on confidence in Intel's execution and its dominant data center CPU position through 2028.
- With price action looking increasingly constructive and Intel's massive position in data center CPU very beneficial, I think it's time to upgrade INTC to a buy.
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Intel's comeback is real
If there's one company that has truly stunned me in 2026 in the semiconductor value chain, that has got to be Intel Corporation (INTC). Once seemingly condemned to be
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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