Intel Is Making Progress on Its Supply Recovery -- Market Talk

Dow Jones04-24 21:06

0906 ET - Intel is delivering real improvements in factory output to meet stronger CPU demand, says Benchmark analyst Cody Acree, who raises the price target to $105 from $76. The company's quarterly results benefited from one-time inventory monetization, but the bigger story is that production improved, "while demand in server CPUs remains ahead of supply and is being reinforced by inference and agentic AI workloads," Acree says. "The company's material supply recovery is one of the main reasons we think the quarter's outperformance and better outlook should be particularly encouraging to investors." Shares jump 25% in pre-market trading to $83.27. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

April 24, 2026 09:06 ET (13:06 GMT)

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The company's quarterly results benefited from one-time inventory monetization, but the bigger story is that production improved, \"while demand in server CPUs remains ahead of supply and is being reinforced by inference and agentic AI workloads,\" Acree says. \"The company's material supply recovery is one of the main reasons we think the quarter's outperformance and better outlook should be particularly encouraging to investors.\" Shares jump 25% in pre-market trading to $83.27. 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