Intel Target Raised Ahead of Q2
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Intel Target Raised Ahead of Q2 Faizan Farooque Thu, July 16, 2026 at 3:09 PM EDT 1 min read INTC GOOG This article first appeared on GuruFocus . Intel ( INTC , Financials ), a U.S. semiconductor company that designs processors for personal computers , servers and data centers while also building chips for outside customers through its foundry business, received a higher price target from Susquehanna ahead of earnings. Warning! GuruFocus has detected 4 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free DCF calculator. The firm lifted its target to $115 from $80, saying recent checks point to better demand for server processors and slightly stronger PC production in the second quarter. Still, the outlook is not entirely positive. Susquehanna expects PC builds to weaken in the second half of 2026 as memory constraints pressure the market. Intel is also prioritizing limited wafer supply for server chips, where demand and pricing appear more favorable. The firm sees improving momentum in Intel Foundry, particularly in advanced packaging. One industry contact suggested Google could use Intel's EMIB-T packaging for future tensor processing units. Margins may remain under pressure, however, as Intel continues ramping its 18A manufacturing process and packaging operations. The next test comes July 23, when Intel reports quarterly results and updates investors on server demand, PC weakness and foundry progress.
AI 시장 분석
Intel's target price has been raised. Susquehanna forecasts strong demand for Intel's server processors and PCs, and has raised its target price from $115 to $80. However, demand for PCs is expected to weaken in the second quarter, and Intel is prioritizing its server chip supply over wafer supply.
상승 영향
- Semiconductors — Semiconductor demand will increase due to strong demand for Intel's server processors and PCs. Additionally, Intel's foundry business will increase Intel's wafer supply, resulting in increased earnings.
- Intel Foundry Services — Intel's foundry business will increase Intel's wafer supply, resulting in increased earnings.
하락 영향
- PCs — Demand for PCs is expected to weaken, leading to decreased semiconductor demand. Additionally, Intel's wafer supply constraints will limit Intel's foundry growth.
DYAX 전담 분석
Intel's server processor and PC production will drive the demand for the semiconductor market. Additionally, Intel's foundry business will increase Intel's wafer supply, resulting in increased earnings.
However, demand for PCs is expected to weaken in the second quarter, and Intel is prioritizing its server chip supply over wafer supply.
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