Cantor Fitzgerald analyst C.J. Muse increased Intel's price target to $150. This represents a significant raise from the previous $90 target. The firm maintained its Neutral rating on the stock.
The analyst cited strong performance across the compute sector in 2026 as a primary driver for the revision. Intel is currently emphasizing its commitment to domestic semiconductor manufacturing and U.S. artificial intelligence leadership.
The company's strategic focus on its foundry business and AI chip development has bolstered positive sentiment. Although the consensus analyst rating remains a Hold, several firms have recently become more constructive on the stock.