Intel Corp (NASDAQ:INTC) is getting a loud vote of confidence from Jim Cramer, who says Wall Street may be behind the curve on the stock.
In a series of posts, Cramer argued that current ratings don't reflect what's unfolding, declaring that "EVERYONE will have to go to a buy" and adding, "You can't keep a ‘sell' or even a ‘hold' on this monster."
Upgrade Pressure Builds
Cramer pointed to a mismatch between sentiment and positioning, noting that "there are only a couple of ‘buys' but a ton of holds and some sells."
His takeaway is blunt: those ratings won't last. If Intel's trajectory holds, analysts may be forced to revisit their stance quickly, creating a wave of upgrades that could further support the stock.
AI Demand Outruns Supply
At the heart of his bullishness is demand.
Cramer highlighted that "there is a big 3 of CPUs, AMD, Intel and ARM… and the agents need far more CPUs than these three can produce."
That imbalance suggests a supply-constrained environment where even incremental capacity gains could matter, particularly as AI workloads scale.
Narrative Shift Gains Traction
Cramer also framed Intel's turnaround in stark terms, saying that "in 13 months Lip Bu Tan took Intel from a possible and unthinkable bailout candidate to one of the wealthiest companies in the chip industry."
He added, "the paranoid Intel is back!!" pointing to renewed execution and partnerships as confidence drivers.
Cramer did note alternatives such as Advanced Micro Devices, Inc. (NASDAQ:AMD) and Arm Holdings plc (NASDAQ:ARM), saying "Intel can still be bought, but so can AMD and ARM—the latter being the horse to be on now."
Even so, his core message is clear: sentiment may be lagging reality, and Intel's next move could depend as much on analyst upgrades as on fundamentals.
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