Morgan Stanley raises Intel target but prefers these chip stocks more [Yahoo! Finance]
Intel Corporation (INTC)
Last intel corporation earnings: 4/23 04:07 pm
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Source: Yahoo! Finance
said memory chipmakers Micron and SanDisk offer better risk-reward for investors looking to play the AI-driven surge in processor demand. Analysts led by Joseph Moore lifted their 2027 earnings estimate for Intel from $0.97 to $1.34 per share, driven largely by higher server pricing and volumes. The bank now sits roughly 20% above Wall Street consensus on Intel's earnings for both 2026 and 2027. Morgan Stanley now projects around 30% year-over-year revenue growth for Intel's data center segment in 2026, reaching $21.8 billion. "It has been clear for a while that CPUs are becoming a more substantive part of the AI surge, as real time agents built by AI are running on CPU," the analysts wrote. Morgan Stanley's global team has settled on a longer-term CPU growth rate of around 30-40%, well above historic norms but still below expectations for GPUs. Despite the raised target, Morgan Stanley kept its Equal-weight rating on Intel, pointing to a weak server product roadmap as a key c
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- Stifel Just Hiked Intel's Target From $42 to $65: Has the Comeback Finally Arrived? [Yahoo! Finance]Yahoo! Finance
- Intel Finally Has a Shot at a Comeback—If It Can Execute [Yahoo! Finance]Yahoo! Finance
- Intel (INTC) had its price target raised by Cantor Fitzgerald from $45.00 to $65.00. They now have a "neutral" rating on the stock.MarketBeat
- Intel (INTC) had its price target raised by Stifel Nicolaus from $42.00 to $65.00. They now have a "hold" rating on the stock.MarketBeat
- Intel (INTC) was downgraded by KGI Securities from "outperform" to "neutral".MarketBeat
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