Strong Financial Performance: Intel Corp. reported third-quarter revenue of $13.65 billion and adjusted earnings of 23 cents per share, both exceeding analyst expectations.
AI Demand and Future Outlook: CEO Lip-Bu Tan highlighted that AI is driving demand for computing, positioning Intel well for future opportunities in various sectors, including ASICs and foundry services.
Fourth-Quarter Projections: Intel anticipates fourth-quarter revenue between $12.8 billion and $13.8 billion, with adjusted earnings expected to be eight cents per share, aligning with analyst estimates.
Analyst Price Target Adjustments: Following the earnings announcement, several analysts adjusted their price targets for Intel, with most maintaining their ratings while increasing targets significantly.
Wall Street analysts forecast INTC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for INTC is 35.61 USD with a low forecast of 20.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
Wall Street analysts forecast INTC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for INTC is 35.61 USD with a low forecast of 20.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
25 Hold
6 Sell
Hold
Current: 45.550
Low
20.00
Averages
35.61
High
52.00
Current: 45.550
Low
20.00
Averages
35.61
High
52.00
Melius Research
Hold
to
Buy
upgrade
$50
2026-01-05
Reason
Melius Research
Price Target
$50
2026-01-05
upgrade
Hold
to
Buy
Reason
Melius Research upgraded Intel to Buy from Hold with a $50 price target.
BofA
Underperform
maintain
$34 -> $40
2025-12-16
Reason
BofA
Price Target
$34 -> $40
2025-12-16
maintain
Underperform
Reason
BofA raised the firm's price target on Intel to $40 from $34 and keeps an Underperform rating on the shares, citing increased potential for external advanced packaging or wafer design wins for Intel Foundry. Manufacturing uncertainties persist despite long-term foundry potential, the analyst added.
BofA
Neutral -> Buy
upgrade
$500 -> $560
2025-12-11
Reason
BofA
Price Target
$500 -> $560
2025-12-11
upgrade
Neutral -> Buy
Reason
As previously reported, BofA upgraded Synopsys (SNPS) to Buy from Neutral with a price target of $560, up from $500, arguing that the company's "decent" FY26 guidance derisks China and Intel (INTC) sales and "clears the decks" for "attractive stock catch-up potential" and EPS beats for the next year. The firm raised its FY26 and FY27 EPS estimates following the quarterly report and guidance, the analyst noted.
KGI Securities
Hold
to
Outperform
upgrade
$52
2025-12-09
Reason
KGI Securities
Price Target
$52
2025-12-09
upgrade
Hold
to
Outperform
Reason
KGI Securities upgraded Intel to Outperform from Hold with a $52 price target.
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
