Alex(@Alex_Intel_):Keybanc Revenue and EPS estimates for Intel $84B and $3.14 in 2027 $99.5B and $4.56 in 2028 (they assume a 48.7% gross margin for the year) Their 2027 numbers are pretty accurate IMO. Gross margin and revenue could be higher in 2027 if Intel takes more pricing action. Revenue is constrained by substrates. Keybanc is too low on 2028 IMO. Given most of the work on Intel's wafer ramp has occured. I think figures in $120B range and a gross margin above 50% are more realistic. Keybanc 2030 is $149B and $8.84. Alex_Intel_ is at $234B with EPS of $17 for 2030. $INTC

2026.10.16 04:13

Keybanc Revenue and EPS estimates for Intel $84B and $3.14 in 2027 $99.5B and $4.56 in 2028 (they assume a 48.7% gross margin for the year) Their 2027 numbers are pretty accurate IMO. Gross margin and revenue could be higher in 2027 if Intel takes more pricing action. Revenue is constrained by substrates. Keybanc is too low on 2028 IMO. Given most of the work on Intel's wafer ramp has occured. I think figures in $120B range and a gross margin above 50% are more realistic. Keybanc 2030 is $149B and $8.84. Alex_Intel_ is at $234B with EPS of $17 for 2030. $INTC