Shared on 07 Dec 25

INTC: AI And Foundry Progress Will Face Extended Execution And Margin Risks

Analysts have modestly increased their Intel price target into the high $30s per share, citing improving execution, clearer AI and foundry roadmaps, and supportive balance sheet actions, even as they caution that the stock already reflects much of the recovery story. Analyst Commentary Recent Street research presents a mixed but gradually improving picture for Intel, with price targets moving higher alongside rising skepticism that the share price already anticipates much of the turnaround.

Shared on 23 Nov 25

INTC: Future Will Show Measured Progress in AI and Foundry Amid Ongoing Risks

Analysts have raised their average price target for Intel to the $35 to $39 range, an increase of up to $18, citing improved execution, strengthening demand, and more positive foundry and AI trends, while noting that some execution risks remain and fundamentals have not fully caught up to recent share gains. Analyst Commentary Recent Street research presents a nuanced picture of Intel's outlook, with opinions split between expectation of continued recovery and caution regarding the path forward.

Shared on 07 Nov 25

Fair value Increased 31%

INTC: Future Will Reflect Improved Execution And AI Foundry Opportunities Amid Persistent Risks

Intel's fair value estimate has been raised by analysts from approximately $28 to over $37 per share. The increase reflects improved demand, positive execution trends, and rising confidence in the company's AI and foundry strategies despite ongoing challenges.

Shared on 24 Oct 25

Fair value Increased 9.53%

Intel's analyst price target has increased significantly, reflecting a shift from $25.95 to $28.42. Analysts cite improving profit margins and cautious optimism about partnerships and recent business results, despite ongoing concerns around valuation and operational challenges.

Shared on 10 Oct 25

Fair value Increased 3.04%

Intel’s analyst price target has risen modestly by approximately $0.76 to $25.95, as analysts cite major partnership announcements and ongoing U.S. investment as positive catalysts. However, they continue to caution that longer-term execution challenges remain.

Shared on 26 Sep 25

Fair value Increased 14%

The consensus analyst price target for Intel has increased to $25.18, driven by optimism around the Nvidia partnership and prospects for strategic investments offsetting persistent concerns about advanced-node execution and competitive headwinds. Analyst Commentary Bullish analysts are encouraged by the Nvidia partnership and $5B equity investment, viewing it as a transformative "tipping point" for Intel's AI and data center positioning, and as a strong vote of confidence from the industry's leader.

Shared on 11 Sep 25

Fair value Increased 0.52%

Intel’s consensus analyst price target saw a marginal uptick to $22.18 as modest improvements in data center and AI server sentiment outweighed ongoing concerns about foundry economics, competitive positioning, and the implications of government funding. Analyst Commentary Bearish analysts highlight ongoing concerns around Intel's foundry model, noting that without sufficient internal product volume, the company may struggle to cover fixed costs.

Shared on 07 May 25

Fair value Increased 1.34%

Shared on 30 Apr 25

Fair value Increased 0.42%

AnalystConsensusTarget has decreased revenue growth from 3.7% to 1.8%, increased profit margin from 8.1% to 10.9% and decreased future PE multiple from 29.1x to 22.7x.

Shared on 23 Apr 25

Fair value Increased 0.75%

AnalystConsensusTarget has increased profit margin from 7.3% to 8.1% and decreased future PE multiple from 32.9x to 29.1x.

Shared on 16 Apr 25

Fair value Decreased 5.87%

Shared on 09 Apr 25

Fair value Increased 0.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 6.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 19%

AnalystConsensusTarget has decreased revenue growth from 4.2% to 1.6%, increased profit margin from 6.2% to 11.2%, decreased future PE multiple from 28.1x to 21.9x, increased discount rate from 8.6% to 11.5% and increased shares outstanding growth rate from 0.0% to 0.0%.

Operational Restructuring And AI Partnerships Will Strengthen Competitive Position

INTC: AI And Foundry Progress Will Face Extended Execution And Margin Risks

INTC: Future Will Show Measured Progress in AI and Foundry Amid Ongoing Risks

INTC: Future Will Reflect Improved Execution And AI Foundry Opportunities Amid Persistent Risks

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