Terafab partnership ignites buzz: Social media erupted after Intel joined the Terafab project with Tesla, SpaceX, and xAI to scale chip production for AI compute. Participants emphasize the venture's ambitious one-terawatt goal as a testament to Intel's foundry resurgence. This collaboration has traders eyeing substantial revenue opportunities ahead.
Analysts lift targets amid positives: Firms like Northland and Benchmark hiked price targets to $92 and $76, citing server demand and packaging deals with Google and Amazon. Discussions highlight improving 18A yields, pricing power, and design wins bolstering execution confidence. The upgrades signal a shifting narrative toward recovery in the chip cycle.
Shares surge to new highs: Intel stock notched a nine-day winning streak, climbing over 50% and ranking among top 2026 performers. Posters track new 52-week highs and historic momentum tied to AI tailwinds and strategic deals. The rally underscores broad optimism for Intel's turnaround trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Intel Insider Trading Activity
Intel insiders have traded $INTC stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $INTC stock by insiders over the last 6 months:
- BOISE APRIL MILLER (EVP and Chief Legal Officer) sold 20,000 shares for an estimated $981,000
- DAVID ZINSNER (EVP, CFO) purchased 5,882 shares for an estimated $249,985
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intel Revenue
Intel had revenues of $13.7B in Q4 2025. This is a decrease of -4.11% from the same period in the prior year.
You can track INTC financials on Quiver Quantitative's INTC stock page.
Intel Congressional Stock Trading
Members of Congress have traded $INTC stock 3 times in the past 6 months. Of those trades, 2 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. has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/09, 11/18 and 0 sales.
- SENATOR GARY C. PETERS sold up to $50,000 on 12/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intel Hedge Fund Activity
We have seen 1,069 institutional investors add shares of Intel stock to their portfolio, and 1,034 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NVIDIA CORP added 214,776,632 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,925,257,720
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 145,712,231 shares (-76.3%) from their portfolio in Q4 2025, for an estimated $5,376,781,323
- BLACKROCK, INC. added 34,350,664 shares (+8.6%) to their portfolio in Q4 2025, for an estimated $1,267,539,501
- CAPITAL RESEARCH GLOBAL INVESTORS added 19,722,010 shares (+285.9%) to their portfolio in Q4 2025, for an estimated $727,742,169
- CAPITAL WORLD INVESTORS added 17,557,147 shares (+20.3%) to their portfolio in Q4 2025, for an estimated $647,858,724
- FIL LTD removed 17,408,403 shares (-90.7%) from their portfolio in Q4 2025, for an estimated $642,370,070
- VANGUARD GROUP INC added 13,692,624 shares (+3.5%) to their portfolio in Q4 2025, for an estimated $505,257,825
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intel Analyst Ratings
Wall Street analysts have issued reports on $INTC in the last several months. We have seen 5 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 01/23/2026
- Seaport Global issued a "Buy" rating on 01/20/2026
- 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
To track analyst ratings and price targets for Intel, check out Quiver Quantitative's $INTC forecast page.
Intel Price Targets
Multiple analysts have issued price targets for $INTC recently. We have seen 28 analysts offer price targets for $INTC in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $65.0 on 04/14/2026
- Cody Acree from Benchmark set a target price of $76.0 on 04/10/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $60.0 on 04/09/2026
- Aaron Rakers from Wells Fargo set a target price of $55.0 on 04/07/2026
- John Vinh from Keybanc set a target price of $70.0 on 04/06/2026
- Gil Luria from DA Davidson set a target price of $45.0 on 02/13/2026
- Suji Desilva from Roth Capital set a target price of $50.0 on 01/23/2026
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.
