Intel (INTC) Shares Surge 27% in 2026, Signaling Market Comeback
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 18 2026
0mins
Should l Buy INTC?
Source: Fool
- PC Market Comeback: Intel's unveiling of the Panther Lake CPU family at CES 2026, utilizing the 18A process for the first time, is expected to significantly enhance performance and efficiency, aiding the company's resurgence in the PC market and potentially reshaping consumer perceptions of Intel.
- Surging Server CPU Demand: With the rapid expansion of AI data centers, Intel's server CPUs are nearly sold out, and management noted that even after reallocating manufacturing capacity, they won't meet demand in the first half of 2026, which is likely to drive revenue and profit growth in the data center segment.
- Foundry Business Opportunity: Intel's 18A process has largely closed the performance and efficiency gap with foundry leader TSMC, and as yields improve and the next-generation 14A process launches, Intel is well-positioned to attract external customers amid the AI boom.
- Long-Term Investment Potential: Despite a significant stock price increase since 2025, Intel's market capitalization remains below historical highs, and with the expansion of its foundry business and growing demand for AI chips, the long-term investment outlook for Intel remains strong.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 45.460
Low
20.00
Averages
39.30
High
52.00
Current: 45.460
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
