Cantor Fitzgerald maintains a "Neutral" rating on Intel with a $150 price target, anticipating a "modest beat/raise" in upcoming earnings driven by agentic AI demand and Client segment ASP expansion. The firm expects Intel's 18A-P and 14A node progress to lead to significantly higher capital expenditure in 2027. Cantor also anticipates AMD will launch its next-generation Instinct MI450-series GPUs and Zen 6-based EPYC "Venice" processors at its Advancing AI 2026 Event.
Cantor Fitzgerald's projections suggest sustained, aggressive demand for AI compute, driving significant revenue and TAM expansion for both Intel and AMD.