Earnings Surge: Intel Corporation (INTC) has ignited intense debate on X after its Q3 2025 earnings report surpassed Wall Street forecasts. Posts on the platform note a significant stock rally, with some highlighting a surge of over 7% in after-hours trading. The buzz centers on whether this signals a true recovery for the chipmaker.
Partnership Speculation: Discussion on X also swirls around potential strategic partnerships, with rumors of deals involving major players driving a stock price jump of over 6% recently. Many express excitement over Intel’s possible resurgence in the semiconductor space. Yet, some caution that these gains might be fueled by hype rather than concrete progress.
Mixed Outlook: Despite the optimism, recent posts on X reveal concern over Intel’s long-term challenges, with some pointing to competitive pressures and declining earnings estimates for 2025 and 2026. Others question if recent rallies are sustainable without stronger fundamentals. The dialogue remains split on Intel’s path forward.
Note: This discussion summary was generated from an AI condensation of post data.
Intel Corporation Congressional Stock Trading
Members of Congress have traded $INTC stock 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $INTC stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE CLEO FIELDS sold up to $15,000 on 06/30.
- REPRESENTATIVE J. FRENCH HILL sold up to $50,000 on 06/23.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/11, 06/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intel Corporation Hedge Fund Activity
We have seen 1,028 institutional investors add shares of Intel Corporation stock to their portfolio, and 1,210 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 2 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- 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 19 analysts offer price targets for $INTC in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- 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
- Vijay Rakesh from Mizuho set a target price of $41.0 on 10/24/2025
- William Stein from Truist Securities set a target price of $39.0 on 10/24/2025
- Kevin Cassidy from Rosenblatt set a target price of $25.0 on 10/24/2025
- Aaron Rakers from Wells Fargo set a target price of $45.0 on 10/24/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $45.0 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.
