Intel’s Struggle vs AMD’s Soaring: Which Chip Stock Reigns Supreme?

(SeaPRwire) –   By: Oliver Hawthorne
As we approach mid – 2026, Wall Street’s treatment of AMD and Intel couldn’t be more different. AMD is the growth story investors are flocking to, while Intel is still in the hot seat, trying to prove its turnaround is real. This disparity creates a palpable sense of anxiety in the chip industry.

Let’s look at the numbers. AMD reported $7.4 billion in Q1 2026 revenue, a 36% year – over – year increase, driven by data center growth. Its Data Center segment hit $3.7 billion, up 57%, thanks to EPYC processors and Instinct GPU demand. The Client segment also thrived, with revenue up 68% to $2.3 billion. Wall Street rates AMD a Moderate Buy, with a $430.68 average price target.

On the other hand, Intel posted $13.6 billion in Q1 2026 revenue, only a 7% increase, and had a GAAP loss of $0.73 per share. Non – GAAP EPS was $0.29. Management forecasts Q2 revenue of $13.8 – $14.8 billion, indicating stability but no clear growth. Analysts give Intel a Hold consensus, with an average 12 – month price target of around $83.35.

In the commercial loop, AMD’s strong performance in data centers and AI hardware, backed by profits, gives it a clear edge. It has transitioned from a PC chip company to a major player in the data center and AI space. Intel, with its large installed base, has potential, but its recovery is uncertain. For investors, it boils down to how much risk they’re willing to take. Those seeking stable growth may lean towards AMD, while risk – takers might bet on Intel’s turnaround.
Author bio: Oliver Hawthorne, a Principal Correspondent permanently stationed at an international technology review.