<div id="readability-page-1"><p>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:</p><p>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.</p> <p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p></div>

英特尔

半导体 ETF - VanEck Vectors

半导体 3 倍做多 - Direxion

费城交易所 半导体 ETF - iShares

标普半导体 ETF - SPDR

2 倍做多 INTC ETF - GraniteShares

<p>CFRA 对英特尔公司维持买入评级，将 12 个月目标价从 100 美元上调至 130 美元。该公司将 2026 年的每股收益预期提高至 1.20 美元，2027 年提高至 1.60 美元，理由是受到人工智能需求和延长的 CPU 交货时间推动，强劲的收入和利润增长潜力。预计到 2027/2028 年，毛利率将超过 50%，并预计下半年将有更多的代工订单</p>

Research Alert: CFRA Maintains Buy Opinion On Shares Of Intel Corporation

- CFRA 将 12 个月目标价从 $100 提升至 $130，主要基于 2028 年 EPS 预期。  
- 同时将 2026 年 EPS 预估上调至 $1.20，2027 年至 $1.60，2028 年保持 $3.00。  
- 预计 CPU 市场将因 AI 的发展而带来新的增长机会，推高毛利率。

研究警报：CFRA 维持对英特尔公司股票的买入评级