Analyst action$INTC5:30 AM ET

BofA reiterates Buy on Intel with $145 PT, sees $6+ EPS potential

By BORSA NewsroomPublished Aug 12, 2026, 5:30 AM EDTUpdated Aug 23, 2026, 7:29 PM EDT

BofA analyst Vivek Arya reiterated a Buy on Intel with a $145 price target, citing foundry and packaging TAM share gains, record server ASPs, and margin expansion to 38-40% OpM with foundry breakeven by CY27.

Sentimentbullish 80

Strongly bullish · 80 of 100

Impact40

low · stays off the top drivers

Confidence70%

moderate confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

BofA rating: Buy, PT $145.
Analyst: Vivek Arya.
Foundry TAM share target: 8-10% of ~$380bn by CY30.