Investors await Intel‘s Q4 2025 earnings call on Thursday, January 22, after the stock’s large recent gains. The report follows product launches at CES in Las Vegas and growing AI partnerships.
Over the past year Intel shares have rallied more than 130 percent. Year to date the stock is up about 35 percent, drawing renewed analyst attention.
Research firm Seaport Research upgraded Intel to a buy rating and set a $65 price target. Analysts cited new Panther Lake laptop chips as a near-term catalyst (Ed. note: Seaport expects share gains in enterprise and consumer segments).
At CES earlier this month, Intel unveiled Panther Lake as its first high-volume product on the 18A process. The launch marked the company’s push to regain share in PCs and servers.
Intel announced a technical tie-up linking its CPUs with NVIDIA‘s architectures via NVLink. NVIDIA also purchased about $5 billion of Intel stock, roughly a 4 percent stake.
Several firms raised forecasts ahead of the earnings report, citing stronger server demand. HSBC moved to Hold with a $50 price target while Jefferies raised its target to $45 and UBS set a $49 target.
RBC Capital initiated coverage with a Sector Perform rating and a $50 target, noting strategic moves including the Nvidia deal. The Nvidia stake brought recent outside investment in Intel to about $16 billion.
