Cantor Intel · INTC

Cantor Fitzgerald Raises Intel Price Target to $90

Analyst: C.J. Muse 1 min read Reproduced verbatim
Rating
Neutral
Target
$90
from $65 (+38%)
Outcome
Reached
on April 29, 2026
Cantor and Intel logos

What the analyst said

Cantor Fitzgerald analyst C.J.

Muse raised the price target on Intel (NASDAQ: INTC) to $90.00 (from $65.00) while maintaining a Neutral rating.

“we view P/E, P/B, and P/FCF as challenged metrics for where Intel is in its lifecycle.

What is Intel worth if the company can become a fast follower and/or slow follower to TSMC in an AI compute supply-constrained world?

The slower TSMC adds capacity, the greater the likelihood of greater value accretion to Intel.

And given our very bullish view on AI demand, this probably means the pain trade is still higher for Intel shares, as we foresee compute supply constraints for years to come.

We thus raise our price target to $90, reflecting 30x theoretical upside / a more aggressive earnings power of $3 in the coming years.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

INTC trades at $65.76. The 26 analysts who set a target in the last 3 months range from $70 to $165, with a median of $90. This $90 target is in line with the median.

Since the note INTC has moved −2% (from $66.78). 12-month window: day 191 of 365, closes on April 24, 2027.

Track record

This call✓ Target reached on April 29, 2026, 5 days after the note.

Firm track recordCantor: 84% of its 38 targets at least a year old were reached within 12 months (#13 of 21 firms); on Intel, 5 of 5. Accuracy ranking →

Earnings reactionOne of 22 notes after Intel’s Apr 23 results: 20 raised · 0 cut · 0 kept. See every call →

Cantor on Intel

Cantor price targets on Intel

8 calls from April 30, 2025 to July 24, 2026. The target went from $26 to $125 (+381%). The rating stayed Hold.

Cantor targetINTC share price
  1. July 24, 2026Target cut from $150 (−17%)Hold$125
  2. June 29, 2026Target raised from $90 (+67%)Hold$150
  3. April 24, 2026 This noteTarget raised from $45 (+100%)Hold$90
  4. January 23, 2026Kept the $45 targetHold$45
  5. January 23, 2026Kept the $45 targetHold$45
  6. October 24, 2025Target raised from $26 (+73%)Hold$45
  7. July 25, 2025Kept the $26 targetHold$26
  8. April 30, 2025Earliest call shownHold$26
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Other analysts on Intel

Freedom BrokerHold Downgraded, cut price target −10% Oct 30 $90from $100 TD CowenHold Cut price target −21%, kept rating Oct 30 $75from $95 JP MorganHold Cut price target −6%, kept rating Oct 30 $80from $85 RBC CapitalHold Cut price target −25%, kept rating Oct 30 $75from $100 Piper SandlerHold Cut price target −18%, kept rating Oct 30 $90from $110
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.