Nvidia Investment Boosts Confidence: Recent chatter on social media has centered around a significant investment by Nvidia, which reportedly acquired $5 billion in Intel shares through a private placement. Many users are expressing optimism about this move, seeing it as a vote of confidence in Intel’s future. The stock saw a notable jump, with some noting a 7% rise in a single session.
Manufacturing Challenges Persist: Despite the positive buzz, discussions also highlight ongoing concerns about Intel’s manufacturing struggles, particularly with its 18A process failing to meet expectations for some partners. Several users pointed out setbacks and competitive pressures from rivals like AMD and TSMC as potential risks. There’s a split in views, with some remaining hopeful about long-term government support and new technology nodes.
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 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $INTC stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- 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 1,006 institutional investors add shares of Intel Corporation stock to their portfolio, and 1,071 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 3 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- KGI Securities issued a "Outperform" rating on 12/09/2025
- Tigress Financial issued a "Buy" rating on 11/04/2025
- Rosenblatt issued a "Sell" rating on 10/24/2025
- JP Morgan issued a "Underweight" rating on 10/24/2025
- B of A Securities issued a "Underperform" rating on 10/13/2025
- HSBC issued a "Reduce" rating on 10/08/2025
- 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 20 analysts offer price targets for $INTC in the last 6 months, with a median target of $36.5.
Here are some recent targets:
- An analyst from KGI Securities set a target price of $52.0 on 12/09/2025
- Ivan Feinseth from Tigress Financial set a target price of $52.0 on 11/04/2025
- Tom O'Malley from Barclays set a target price of $35.0 on 10/27/2025
- Joshua Buchalter from TD Cowen set a target price of $38.0 on 10/24/2025
- Harlan Sur from JP Morgan set a target price of $30.0 on 10/24/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $45.0 on 10/24/2025
- William Stein from Truist Securities set a target price of $39.0 on 10/24/2025
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.
