RBC Capital Affirms Sector Perform on Intel, $100 Price Target
- Rating
- Hold
- Unchanged
- Target
- $100
- from $80 (+25%)
- Upside
- +12%
- INTC at $89.44 today
What the analyst said
RBC Capital analyst Srini Pajjuri reiterated a Sector Perform rating and $100 price target on Intel (NASDAQ: INTC).
“We expect another beat/raise as robust Agentic AI demand should support at least a 5% revenue beat and 3-5% raise, in our view.
We expect double-digit growth in Server CPU volumes to continue into 2027, along with mix/ASP tailwinds.
Supply remains an unknown and the company is aggressively adding wafer (Intel 3) and back-end capacity, which should remain a tailwind into 2027.
In Client, our recent conversations in Asia point to improved availability of Panther Lake CPUs, implying better 18A yields, although weak PC demand remains an overhang.
On the Foundry front, we believe Intel is making solid progress in advanced packaging (EMIB-T potentially contributing $3-$5B in 2028) and we expect 14A news flow to remain positive in the near term.
However, at > 40x CY27E EPS, we believe NT risk/reward is fairly balanced. Maintain Sector Perform.”
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Where the price stands
INTC trades at $89.44. The 10 analysts who set a target in the last 3 months range from $85 to $165, with a median of $111. This $100 target is 10% below the median.
12-month window: day 1 of 365, closes on October 25, 2027.
Track record
This callOpen: a 12-month target, scored on October 25, 2027, a year after the note.
Firm track recordRBC Capital: 80% of its 10 targets at least a year old were reached within 12 months (#21 of 28 firms). Accuracy ranking →
RBC Capital on Intel
RBC Capital price targets on Intel
7 calls from January 14, 2026 to October 25, 2026. The target went from $50 to $100 (+100%). The rating stayed Hold.
- October 25, 2026 This noteTarget raised from $80 (+25%)Hold$100
- May 4, 2026Kept the $80 targetHold$80
- May 4, 2026Kept the $80 targetHold$80
- April 24, 2026Target raised from $48 (+67%)Hold$80
- April 20, 2026Kept the $48 targetHold$48
- January 23, 2026Target cut from $50 (−4%)Hold$48
- January 14, 2026Earliest call shownHold$50
