Intel (INTC) has seen a 152% rally in the last 52 weeks, with further catalysts expected in the next 12 to 24 months. The company is set to work with a SoftBank subsidiary to commercialize Z-Angle memory for artificial intelligence, and plans to build graphics processing units to compete with Nvidia and AMD.

AI demand has been a key driver for Intel, with recent product launches on Intel 18A. FY25 revenue was $52.9 billion, with a gross margin of 34.8%. Despite a recent rally, demand outpacing supply suggests a positive growth outlook moving forward.

Intel reported Q4 numbers above estimates and ended FY25 with a cash buffer of $37.4 billion. The company has committed $9.1 billion in capex for FY26, aiming for 45% market share and profitability in notebooks and desktops. Intel Foundry offers growth acceleration opportunities.

Analysts rate INTC stock a consensus “Hold,” with a mean price target of $44.74. UBS believes Intel’s fundamentals are improving, with potential engagements with companies like Nvidia and Apple. Demand from data centers and PC business could lead to further growth and value creation.

Read more at Yahoo Finance: Intel and SoftBank Are Partnering Up in the Red-Hot Memory Market. How Should You Play INTC Stock Now?