Trump's Economic Adviser Appointed to Head Government Affairs at Intel: CEO Lip-Bu Tan Commends Her 'Invaluable' Skills and 'Unique Talent' | Intellectia.AI
Trump's Economic Adviser Appointed to Head Government Affairs at Intel: CEO Lip-Bu Tan Commends Her 'Invaluable' Skills and 'Unique Talent'
Written by Emily J. Thompson, Senior Investment Analyst
Intel's Leadership Changes: Intel has appointed Robin Colwell, a former Trump economic adviser, as head of government affairs, alongside other leadership changes aimed at reshaping the company's executive team under CEO Lip-Bu Tan.
Government Support and Strategic Moves: CEO Tan emphasized the importance of U.S. government support for Intel's recovery, highlighting the company's strategic role in the semiconductor industry and its decision to retain its Network and Edge Group for better integration.
Financial Performance: Intel reported third-quarter revenue of $13.65 billion, exceeding Wall Street estimates, with a 3% year-over-year increase driven by client computing, although data center and AI revenue saw a decline.
Stock Performance: Despite recent leadership changes and positive earnings, Intel's stock experienced a slight decline of 0.79% during regular trading and an additional 0.37% in after-hours trading.
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 39.30 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.
29 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 39.30 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.
5 Buy
19 Hold
5 Sell
Hold
Current: 54.320
Low
20.00
Averages
39.30
High
52.00
Current: 54.320
Low
20.00
Averages
39.30
High
52.00
KeyBanc
Overweight
maintain
$60 -> $65
2026-01-23
New
Reason
KeyBanc
Price Target
$60 -> $65
AI Analysis
2026-01-23
New
maintain
Overweight
Reason
KeyBanc raised the firm's price target on Intel (INTC) to $65 from $60 and keeps an Overweight rating on the shares. The firm notes Intel posted strong Q4 results and guided Q1 2026 below. Upside was driven by strong server CPU demand, as DCAI grew 15% quarter-over-quarter, while Q1 revenue/gross margin were guided lower due to peak constraints, as lower revenues and the initial 18A ramp are dilutive to gross margin. However, capacity is expected to increase with above-seasonal growth expected for the rest of the year. The company did not confirm Apple (AAPL) as an IFS win but indicated customers are expected to make foundry decisions on 14A in the second half of 2026.
Citi
Neutral
maintain
$50 -> $48
2026-01-23
New
Reason
Citi
Price Target
$50 -> $48
2026-01-23
New
maintain
Neutral
Reason
Citi lowered the firm's price target on Intel to $48 from $50 and keeps a Neutral rating on the shares. The company's March quarter outlook missed estimates on lower gross margins due to supply constraints, the analyst tells investors in a research note. Citi believes Intel's gross margins could remain pressured.
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JPMorgan
Underweight
maintain
$30 -> $35
2026-01-23
New
Reason
JPMorgan
Price Target
$30 -> $35
2026-01-23
New
maintain
Underweight
Reason
JPMorgan raised the firm's price target on Intel to $35 from $30 and keeps an Underweight rating on the shares. The company's quarterly results were stronger than expected, but its guidance came in well short of expectations, the analyst tells investors in a research note. JPMorgan still views Intel as being at risk of further share loss in its product businesses.
Roth Capital
Neutral
maintain
$40 -> $50
2026-01-22
New
Reason
Roth Capital
Price Target
$40 -> $50
2026-01-22
New
maintain
Neutral
Reason
Roth Capital raised the firm's price target on Intel to $50 from $40 and keeps a Neutral rating on the shares. The company reported strong Q4 data center demand but guided for seasonally weaker Q1 revenue and gross margin contraction, impacted by manufacturing constraint limitations, the analyst tells investors in a research note. Roth adds that it expects 2026 growth support from strong AI data center demand for the company's x86 CPUs and looks for newer client processors and foundry/packaging customer traction to drive intermediate-term growth, the firm added.
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.
