Analysts Raise Intel Forecasts After Stronger-Than-Expected Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 24 2025
0mins
Should l Buy INTC?
Source: Benzinga
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.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 45.460
Low
20.00
Averages
39.30
High
52.00
Current: 45.460
Low
20.00
Averages
39.30
High
52.00
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.
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- Supply Challenges: Intel's guidance for the current quarter fell short of expectations, as management highlighted supply constraints that hindered its ability to meet robust demand in the personal computer and data center markets, with the CEO noting these limitations significantly restricted their market capabilities.
- AI Processor Growth: Revenue from Intel's custom AI processors rose by 50% year-over-year in the last quarter, achieving an annualized revenue run rate exceeding $1 billion, with shipments expected to triple by 2025, showcasing strong market potential in this niche.
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- Cloud Giants Integrate AI: Companies like Alphabet, Amazon, and Microsoft are embedding AI into their core operations, accelerating cloud revenue growth, indicating that AI will be a key driver of future business development.
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- Nvidia's Market Leadership: Nvidia's GPUs serve as the primary drivers for AI workloads, and its CUDA software platform provides robust support for foundational AI code, solidifying its competitive edge in AI training and inference, which is expected to continue propelling the company's performance growth.
- Tight DRAM Market Supply: With the surge in demand for high bandwidth memory (HBM), Micron Technology, as one of the major DRAM manufacturers, is reducing business cyclicality by locking in long-term HBM contracts, which is expected to lead to sustained increases in revenue and gross margins.
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