Baird Intel · INTC

Baird Raises Intel Price Target to $75

Analyst: Tristan Gerra 1 min read Reproduced verbatim
Rating
Neutral
Target
$75
from $50 (+50%)
Outcome
Reached
on April 24, 2026
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What the analyst said

Baird analyst Tristan Gerra raised the price target on Intel (NASDAQ: INTC) to $75.00 (from $50.00) while maintaining a Neutral rating.

“Our industry discussions highlight at least a mid-teen server x86 CPU unit growth outlook for 2027, driven by agentic AI’s unfolding momentum.

Intel is poised to benefit, leveraging three key assets: x86 architectures on which all data center data rests on, advanced packaging, and manufacturing footprint.

Supply shortages historically favor fabbed companies in control of their capacity. Demand exceeding supply is conducive of higher mix and pricing ultimately driving gross margin expansion over time.

Gross margin outlook for the rest of 2026 remains muted however. Neutral-rated.”

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 $60.63. The 27 analysts who set a target in the last 3 months range from $70 to $165, with a median of $90. This $75 target is 17% below the median.

Since the note INTC has moved −9% (from $66.78). 12-month window: day 192 of 365, closes on April 24, 2027.

Track record

This call✓ Target reached on April 24, 2026, 0 days after the note.

Firm track recordBaird: 90% of its 29 targets at least a year old were reached within 12 months (#1 of 26 firms); on Intel, 3 of 3. Accuracy ranking →

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

Baird on Intel

Baird price targets on Intel

8 calls from January 30, 2025 to October 30, 2026. The target went from $20 to $83 (+315%). The rating stayed Hold.

Baird targetINTC share price
  1. October 30, 2026Target cut from $125 (−34%)Hold$83
  2. July 24, 2026Target raised from $75 (+67%)Hold$125
  3. April 24, 2026 This noteTarget raised from $50 (+50%)Hold$75
  4. January 23, 2026Target raised from $40 (+25%)Hold$50
  5. October 24, 2025Target raised from $20 (+100%)Hold$40
  6. April 14, 2025Kept the $20 targetHold$20
  7. February 12, 2025Kept the $20 targetHold$20
  8. January 30, 2025Earliest call shownHold$20
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Other analysts on Intel

BarclaysHold Cut price target −25%, kept rating Nov 2 $75from $100 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
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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.