Intel’s Comeback Is Real. The Price Tag Is Now the Problem

Quick Read

• Intel surged 255% to $109, with Q2 income up 25% to $16 billion and Data Center gross sales leaping 59% 12 months over 12 months.

• NVIDIA took a $5 billion stake in Intel and chosen Xeon 6 as host CPU for DGX Rubin systems, flipping rivalry into partnership.

• At 57x ahead earnings with Foundry burning up to $2.5 billion per quarter, Intel is priced as a completed turnaround while still being fixed.

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Intel (NASDAQ:INTC) has gone from a low-twenties stock that missed the AI wave to a title trading at $108.60, a 255.25% one-year run.

The operational repair under CEO Lip-Bu Tan is real, and NVIDIA (NASDAQ:NVDA) validated it by taking a $5 billion equity stake in Q3 2025. The debate has shifted from whether Intel can be fixed to whether the share price has already spent the repair.

Q2 income reached $16.13 billion, up 25.4% 12 months over 12 months, beating consensus by 11.64%. Non-GAAP EPS came in at $0.42 versus a $0.22 estimate.

Data Center and AI income hit $6.26 billion, up 59%, with Xeon 6 chosen as host CPU for NVIDIA’s DGX Rubin NVL8 systems.

Tan called the quarter Intel’s “strongest revenue growth in more than fifteen years”, and Intel 18A entered high-volume manufacturing.

Where Intel Stands Against AMD and NVIDIA

Against Advanced Micro Devices (NASDAQ:AMD), Intel is finally touchdown punches in server CPUs, with management saying “strong demand for our products continue to outpace our growing supply.”

Against NVIDIA, the relationship has flipped from rivalry to partnership on the CPU aspect, but NVIDIA’s AI-compute franchise stays the motive Intel Foundry still lost $2.1 billion last quarter.

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External Foundry income was only $293 million, a rounding error next to the manufacturing invoice Intel is carrying.

Valuation Is Now Doing the Heavy Lifting

Market cap sits at roughly $574 billion on a ahead P/E of 57x, with trailing EPS still detrimental at -$2.09.

Wall Street’s imply goal of $116.37 sits barely above spot, and the consensus is a Hold with 32 holds against 14 buys.

The 2027 EPS vary runs from $1.15 to $3.44, a dispersion that suggests the market is guessing how fast Foundry losses fade.

Bull and Bear Case for INTC Stock

Bulls level to Melius, which values the elements at close to $200 and floats a doable foundry separation around 2030. If 14A lands prospects and Foundry losses slender, that math survives.

Bears be aware that Intel still posted a $11.03 billion GAAP internet loss last quarter, that Foundry burns $2.1 billion to $2.5 billion per quarter, and that a 57x ahead a number of leaves no room for a stumble on 18A yields or Panther Lake ramp prices.

The deciding variable is exterior Foundry commitments on 14A. Without them, Intel is priced as a completed turnaround while still being fixed.

Even though the earnings a number of is high, if you’re very bullish on the AI buildout, going for INTC stock is not a dangerous thought in the present day. If you look a number of years into the future, Intel still has growth potential left if AI causes chip demand to proceed growing explosively. That said, this stays a more optimistic state of affairs than what most analysts are pricing in. Revenue growth is expected to fall to 19% yearly in 2027. Nvidia should comfortably grow much more than that despite being massively bigger. And it’s also cheaper.

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