Foundry Progress Sparks Buzz: Recent discussions on social media about Intel Corporation have centered on the company’s advancements in its foundry business and AI data center demand. Many users are highlighting analyst upgrades, with some pointing to improved manufacturing execution as a key driver of the stock’s recent rally. There’s also chatter about potential price increases for server CPUs due to tight supply.
Earnings Anticipation: With Intel’s Q4 earnings report on the horizon, social media is abuzz with speculation about the results and updates on the 18A chip process. Some express optimism about the company’s trajectory under new leadership, while others caution about execution risks and capacity constraints. The mixed views keep the conversation lively as the report date nears.
Note: This discussion summary was generated from an AI condensation of post data.
Intel Corporation Revenue
Intel Corporation had revenues of $13.7B in Q3 2025. This is an increase of 2.78% from the same period in the prior year.
You can track INTC financials on Quiver Quantitative's INTC stock page.
Intel Corporation Congressional Stock Trading
Members of Congress have traded $INTC stock 8 times in the past 6 months. Of those trades, 6 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $INTC stock by members of Congress over the last 6 months:
- SENATOR GARY C. PETERS sold up to $50,000 on 12/12.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 09/22.
- REPRESENTATIVE TIM MOORE has traded it 5 times. They made 4 purchases worth up to $200,000 on 08/11, 08/08, 08/01, 07/29 and 1 sale worth up to $250,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intel Corporation Hedge Fund Activity
We have seen 1,021 institutional investors add shares of Intel Corporation stock to their portfolio, and 1,077 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOFTBANK GROUP CORP. added 86,956,522 shares (+inf%) to their portfolio in Q3 2025, for an estimated $2,917,391,313
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 31,463,532 shares (+49.1%) to their portfolio in Q3 2025, for an estimated $1,055,601,498
- CAPITAL WORLD INVESTORS added 21,230,715 shares (+32.5%) to their portfolio in Q3 2025, for an estimated $712,290,488
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 15,412,728 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $517,097,024
- JPMORGAN CHASE & CO removed 13,652,010 shares (-34.0%) from their portfolio in Q3 2025, for an estimated $458,024,935
- PRICE T ROWE ASSOCIATES INC /MD/ added 13,406,275 shares (+43.6%) to their portfolio in Q3 2025, for an estimated $449,780,526
- ASPEX MANAGEMENT (HK) LTD removed 12,398,919 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $415,983,732
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intel Corporation Analyst Ratings
Wall Street analysts have issued reports on $INTC in the last several months. We have seen 4 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Melius Research issued a "Buy" rating on 01/05/2026
- KGI Securities issued a "Outperform" rating on 12/09/2025
- Tigress Financial issued a "Buy" rating on 11/04/2025
- JP Morgan issued a "Underweight" rating on 10/24/2025
- Rosenblatt issued a "Sell" rating on 10/24/2025
- B of A Securities issued a "Underperform" rating on 10/13/2025
- Benchmark issued a "Buy" rating on 09/19/2025
To track analyst ratings and price targets for Intel Corporation, check out Quiver Quantitative's $INTC forecast page.
Intel Corporation Price Targets
Multiple analysts have issued price targets for $INTC recently. We have seen 22 analysts offer price targets for $INTC in the last 6 months, with a median target of $44.0.
Here are some recent targets:
- Frank Lee from HSBC set a target price of $50.0 on 01/20/2026
- Blayne Curtis from Jefferies set a target price of $45.0 on 01/16/2026
- Christopher Danely from Citigroup set a target price of $50.0 on 01/15/2026
- Srini Pajjuri from RBC Capital set a target price of $50.0 on 01/15/2026
- Timothy Arcuri from UBS set a target price of $49.0 on 01/14/2026
- John Vinh from Keybanc set a target price of $60.0 on 01/13/2026
- Ben Reitzes from Melius Research set a target price of $50.0 on 01/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
