--- title: "Research Alert: CFRA Maintains Buy Opinion On Shares Of Intel Corporation" type: "News" locale: "en" url: "https://longbridge.com/en/news/286510586.md" description: "CFRA maintains a Buy opinion on Intel Corporation, raising the 12-month target price to $130 from $100. The firm increased EPS estimates for 2026 to $1.20 and for 2027 to $1.60, citing strong revenue and margin growth potential driven by AI demand and extended CPU lead times. Gross margins are expected to exceed 50% by 2027/2028, with additional foundry orders anticipated in the second half of the year." datetime: "2026-05-15T04:50:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286510586.md) - [en](https://longbridge.com/en/news/286510586.md) - [zh-HK](https://longbridge.com/zh-HK/news/286510586.md) --- # Research Alert: CFRA Maintains Buy Opinion On Shares Of Intel Corporation 12:50 AM EDT, 05/15/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lift our 12-month target price to $130 from $100, on higher revised P/E of 43.3 our 2028 EPS, as we see considerable upside to margin expectations, which share performance is typically highly correlated with. We raise our 2026 EPS estimate to $1.20 from $1.05, 2027 to $1.60 from $1.40, and keep 2028 at $3.00 (above consensus). We see considerable upside to both revenue and margin expectations (gross margin now has line of sight to over 50% by 2027/2028 vs. low 40s from the Street's forecast), as the CPU market has tightened as the shift toward greater AI inferencing/AI Agents creates a new growth opportunity for CPUs. Lead times for CPUs have extended considerably, which has also led to an upward bias to pricing that we expect to finally drive healthy gross margin expansion. Also, we expect INTC to capture more foundry orders in 2H as it demonstrates success for its internal products at leading-edge nodes, which will serve as an additional catalyst and bode well for the long-term prospects of the company. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### Related Stocks - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) ## Related News & Research - [Why Is Intel Stock Falling Thursday?](https://longbridge.com/en/news/286412615.md) - [Intel Corp Calendar Spread: A Smart Play for a Neutral Outlook](https://longbridge.com/en/news/286085436.md) - [E Fund Management Hong Kong Co. Ltd. Acquires 20,905 Shares of Intel Corporation $INTC](https://longbridge.com/en/news/286381652.md) - [Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders](https://longbridge.com/en/news/286895882.md) - [Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC](https://longbridge.com/en/news/286888993.md)