{"id":4851,"date":"2026-05-18T15:16:17","date_gmt":"2026-05-18T15:16:17","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=4851"},"modified":"2026-05-18T15:16:17","modified_gmt":"2026-05-18T15:16:17","slug":"intel-stock-dips-again-why-analysts-are-still-bullish","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=4851","title":{"rendered":"Intel stock dips again: Why analysts are still bullish"},"content":{"rendered":"
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Shares of Intel (INTC) fell 2% on Monday, extending the stock\u2019s losing streak to a fifth consecutive session after a sharp pullback late last week.\u00a0<\/p>\n

However, the stock recovered and was trading down 0.18% at the time of writing. <\/p>\n

The decline followed a powerful rally that pushed Intel stock up roughly 170% in 2026 as investors aggressively positioned around companies tied to AI infrastructure spending.<\/p>\n

Despite this, multiple Wall Street analysts raised their price targets on the company, arguing that investors may still be underestimating Intel\u2019s long-term earnings potential in the expanding AI-driven semiconductor market.<\/p>\n

Analysts raise Intel targets on AI-driven CPU demand<\/h2>\n

Analysts continued highlighting growing demand for central processing units, or CPUs, as one of the key drivers behind Intel\u2019s strong performance this year.<\/p>\n

Citi analyst Atif Malik raised his price target on Intel to $130 from $95 while maintaining a Buy rating on the stock.<\/p>\n

In a research note, Malik introduced a model estimating that the total addressable market for CPUs could expand 35% annually to reach approximately $132 billion by 2030, driven largely by increasing demand for processors powering AI agents and large-scale data centers.<\/p>\n

Benchmark Equity Research analyst Cody Acree also turned more bullish on Intel, lifting his price target to $140 from $105.<\/p>\n

Acree argued that investors continue underestimating Intel\u2019s \u201cearnings power\u201d for fiscal 2027 and 2028 as AI-related computing demand accelerates.<\/p>\n

The broader semiconductor sector has rallied sharply in recent months as AI hyperscalers continue investing heavily in data-center infrastructure.<\/p>\n

Earlier this year, Nvidia stated that \u201cCPUs are becoming the bottleneck\u201d for artificial intelligence systems, reinforcing optimism surrounding Intel\u2019s core processor business.<\/p>\n

Intel CEO Lip-Bu Tan also emphasized the company\u2019s growing AI positioning during the company\u2019s April earnings call.<\/p>\n

\u201cThe CPU is reinserting itself as the indispensable foundation of the AI era,\u201d Tan said, adding that demand for Intel\u2019s data-center CPUs currently exceeds supply.<\/p>\n

Trump comments spotlight Intel\u2019s strategic role<\/h2>\n

Investor attention also turned toward comments from President Donald Trump regarding Intel\u2019s strategic importance in the global semiconductor industry.<\/p>\n

In an interview published Monday, Trump said he regretted not securing a larger government ownership stake in Intel during the landmark 2025 agreement that gave the US government a 9.9% holding in the company.<\/p>\n

Describing his exchange with Tan, Trump said he asked for \u201c10% ownership for free\u201d of Intel, adding that Tan responded, \u201cyou have a deal,\u201d before Trump joked: \u201cS—, I should have asked for more.\u201d<\/p>\n

Trump also argued that Intel \u201cwould be the biggest company in the world right now\u201d if tariffs had prevented chip production from shifting overseas.<\/p>\n

\u201cIntel would have all that business now, and there would be no Taiwan,\u201d Trump said, referring to Taiwan Semiconductor Manufacturing Company.<\/p>\n

Intel\u2019s stock has surged more than 300% since the US government converted billions of dollars in CHIPS Act-related grants and awards into equity last year.<\/p>\n

The company has also recently benefited from reports that Apple and Intel reached a preliminary agreement involving chip manufacturing<\/a>, while Elon Musk previously indicated plans to use Intel chips in Tesla\u2019s Terafab project.<\/p>\n

The post Intel stock dips again: Why analysts are still bullish<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Shares of Intel (INTC) fell 2% on Monday, extending the stock\u2019s losing streak to a fifth consecutive session after a sharp pullback late last week.\u00a0However, the stock recovered and was trading down 0.18% at the time of writing. The decline followed a powerful rally that pushed Intel stock up roughly 170% in 2026 as investors…<\/p>\n","protected":false},"author":1,"featured_media":4852,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-4851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4851","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4851"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4851\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/4852"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}