Intel: The Party Is Only Getting Started

Summary Intel Corporation maintains a 'Buy' rating, with agentic AI-driven CPU demand and strong earnings momentum supporting further upside. Q2 2026 saw record $16.13B revenues (+25.4% YoY), rapid margin expansion, and a 90%+ adjusted EPS beat, driven by data center and AI PC strengths. Foundry losses narrowed by $1B, external sales soared, and upcoming catalysts include SK hynix partnerships, Altera IPO value unlock, and customer wins with Tesla and SpaceX. At 60x forward earnings, INTC could see 25–67% upside if consensus-beating EPS growth persists, though execution and market share risks remain material. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images Updating My "Buy" On Intel Stock So far, I've written 11 articles on Intel Corporation ( INTC ) stock, with my most recent call dating back to April 2026 with a "Buy" rating This article was written by Danil Sereda 15.44K Followers Follow Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract the most critical ideas. He runs the investing group Beyond the Wall Investing in which he provides access to the same information that institutional market participants prioritize in their analysis. Learn more. Analyst’s Disclosure: I/we have a beneficial long position in the shares of INTC 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.