Intel Corp (INTC)
Intel shares are up 114% in the past month thanks to a reassessment by analysts that their foundry presents more opportunity and less risk than previously thought, in combination with a strong quarterly result. They currently have a price to sales of 7.41 and are expected to grow their revenue by 7.73% over the next year, which gives them a healthy PSG ratio of 0.96 right now.
Intel have beat their last 3 earnings calls despite intense competition for AI CPUs, and is still holding onto the top spot with it’s 60% market share. We put INTC as medium risk, high reward and have it rated a Hold with a +1.2% upside. The average analyst rating is a Hold with a -27% decline forecasted over the next year.
Advanced Micro Devices (AMD)
With a 76 earnings multiple and 149% forecasted EPS growth over the next year, AMD currently sports a PEG ratio of just 0.5. Analysts are calling for their EPS to increase to $6.65 by April 2027 which would send this stock soaring if they can continue to hold up that valuation by beating earnings calls like they did last quarter.
We estimate that AMD could hit $400 as soon as November 2026 assuming the valuation holds and AMD is able to meet their earnings expectations through to the end of the year, and we have a fair amount of confidence this is likely to happen.
The average analyst rating is a Buy with a +37% one year forecast and we have it rated a Buy with a +40% on year upside.
Topics: INTC stock rating and review, AMD stock price prediction
