Intel shares returned 127.2% over the past year including dividends, rising from US$38.16 at the start of the period to US$86.96 today. The article contrasts a bullish Fair Value of US$79, based on 10.0% revenue growth and 22.0% profit margins over 5 years, with a cautious Fair Value of US$25.18, based on 3.5% growth and 7.8% margins over 3 years. Google's large TPU order and Terafab's choice of 14A support the bullish case, but Q2 2026 revenue of US$16.13b (versus US$12.86b a year earlier) came with a larger loss and a deeper negative net margin. The article notes today's price is above the cautious Fair Value, so the key question is whether Intel can turn its roadmap and contracts into durable profits.
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