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Intel: Why I Still Believe Intel Is A STRONG BUY

Summary 

  • I am maintaining my STRONG BUY rating on Intel because their Q2 2026 performance reinforced my original investment thesis. The company delivered another earnings beat, record Data Center and AI growth, improving foundry execution, and continued evidence that demand across key AI driven businesses remains stronger than supply. 


  • Growth will be driven by accelerating AI infrastructure spending, strong adoption of Xeon 6 servers, expanding demand for custom silicon and ASIC solutions, and the continued ramp of Intel Foundry, advanced packaging technologies, and edge AI opportunities. 


  • Valuation remains attractive relative to Intel's improving fundamentals. Despite stronger revenue growth, higher margins, and improving execution, the stock continues to trade at a meaningful discount to many semiconductor peers, suggesting the market has yet to fully price in Intel's long term AI and foundry potential. 


  • The key risks are foundry execution, roadmap delays, and intense competition. However, improving yields, increasing customer commitments, record server demand, and continued operational discipline provide meaningful mitigants.  


Large blue Intel sign stands outside a glass office building, with a modern entrance and partial Robert N. Noyce text visible.
Source: Intel

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