Sanford C. Bernstein reiterated a "neutral" rating on Intel. The broader analyst consensus remains "Reduce." The average price target stands at $45.74.
Intel reported quarterly results on January 22nd. The company surpassed earnings and revenue estimates. Weak guidance contributed to continued negative net margins.
Investors track estimate revisions and revenue growth potential. The AI capital spending cycle offers a long-term tailwind for data center and foundry units. Execution risks and competition balance near-term sentiment. Stock performance remained flat over the past month.