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Intel Funds SambaNova in AI-Hardware Partnership, Not a Buyout
business3 days ago

Intel Funds SambaNova in AI-Hardware Partnership, Not a Buyout

Intel will participate in a roughly $350 million funding round for SambaNova, with SambaNova adopting Intel chips and hardware; this is a partnership, not a buyout, as Intel also pursues core simplification by moving toward a unified core design. SambaNova’s SN50 chip is touted to outperform some Nvidia benchmarks and can scale to 256 processors. The news helped INTC stock jump about 6%, while Wall Street has a Hold consensus with a price target around $48.21, suggesting modest upside.

via TipRanks|
#ai#business#intc
Intel Shares Slip as Nova Lake Delay Pushes Timeline to 2027
business4 days ago

Intel Shares Slip as Nova Lake Delay Pushes Timeline to 2027

Intel's Nova Lake processor line is delayed to after CES 2027, causing about a 2% drop in INTC shares. Some Nova Lake variants may release this year, but the full Nova Lake-S line won’t appear until CES 2027. Analysts maintain a Hold rating with roughly 11% upside to a target around $48.21, even as Oregon faces concerns about Intel's long-term impact in the Silicon Forest amid ongoing job cuts. The delay highlights ongoing supply-demand tightness in the chip industry amid AI-driven demand.

via TipRanks|
#business#ces-2027#intc
Intel’s 14A Leap Gets a Buzz as MediaTek Tie‑up Rumor Surfaces
market-news18 days ago

Intel’s 14A Leap Gets a Buzz as MediaTek Tie‑up Rumor Surfaces

Intel stock inched higher on rumors it could land MediaTek as a new 14A-process customer, a potential boost if true but the claim is early and unconfirmed. The Dimensity mobile SoC would pose technical BSPD cooling challenges, and Arrow Lake benchmarks show mixed results. Analysts’ consensus remains Hold with a $48.32 target, implying modest downside from current levels.

via TipRanks|
#14a-process#arrow-lake#intc
Intel’s Foundry Push Faces Real-World Hurdles Amid Apple Hopes
market-news1 month ago

Intel’s Foundry Push Faces Real-World Hurdles Amid Apple Hopes

Intel’s ambitious foundry push is hitting headwinds as it struggles to land customers for its 18A and 14A processes, with most current revenue from internal chip sales; a potential Apple M-series production deal could help but is years away, leaving near-term upside for INTC shares uncertain despite a strong rally and a Hold consensus with a roughly $48 price target.

via TipRanks|
#apple#foundry#intc
Intel Stock Slumps on Weak Forecast and Supply Disruptions
business1 month ago

Intel Stock Slumps on Weak Forecast and Supply Disruptions

Intel's shares tumbled about 17% after a subpar sales and profit forecast and warnings of supply disruptions. Q4 revenue fell 4% YoY to $13.7B, with weakness in the Client Computing Group offsetting gains in Data Center & AI. The firm posted adjusted EPS of $0.15, beating estimates, but guided Q1 revenue of $11.7–$12.7B and said it will likely break even on adjusted EPS. Executives cited supply shortfalls and ongoing challenges winning foundry customers from rivals like TSMC, fueling investor concern about Intel's growth outlook.

via The Motley Fool|
#business#earnings-forecast#intc
Intel Rally Faces Headwind As Morgan Stanley Questions Long-Term Turnaround
market-news1 month ago

Intel Rally Faces Headwind As Morgan Stanley Questions Long-Term Turnaround

Morgan Stanley’s Joseph Moore cautions that despite near-term strength from CPU shortages and AI-driven demand, Intel’s long-term earnings power looks doubtful, with AMD likely to capture much of the growth and ongoing margin pressure. He reiterates a cautious stance (Equal-Weight) with a $38 target, while the street’s average target remains higher but still implies a decline over the next year, contributing to a mixed outlook ahead of Intel’s 4Q25 results.

via TipRanks|
#earnings#intc#intel
Intel Kickstarts Rally Bets Ahead of Q4 as Options Sprint
business1 month ago

Intel Kickstarts Rally Bets Ahead of Q4 as Options Sprint

Intel (INTC) rose in pre-market trading ahead of its Q4 results after an 11.7% rally the prior day, with earnings expected at roughly $0.08 per share on about $13.40 billion in revenue (down ~38.5% YoY and 6% respectively). Options activity surged, with call trading near its 10-session average and traders pricing in about a 9.3% move post-earnings, signaling a likely near-term swing. Analysts are mixed: RBC Neutral; Bernstein raised its target to $36; Seaport Global upgraded to Buy with a $65 target. The street shows a Hold consensus and an average price target of about $44.29, implying notable downside risk from current levels despite the optimism around Intel’s foundry progress and PC/server demand.

via TipRanks|
#business#earnings#intc
Intel Gets Upgrade Ahead of Earnings as AI-Driven Server Demand Grows
market-news1 month ago

Intel Gets Upgrade Ahead of Earnings as AI-Driven Server Demand Grows

HSBC analyst Frank Lee upgrades Intel (INTC) to Hold from Reduce and lifts the price target to $50, arguing that traditional server demand should rebound and that AI-driven demand will boost server CPUs. Lee expects FY26 server shipments to rise 15%–20% YoY, with potential margin upside on Lunar Lake, and projects Q4 revenue around $13.3B and Q1’26 around $13.2B. The stock has surged about 116% over the last year, and the consensus remains a Hold with a price target (~$44.55) below the current share price, underscoring ongoing risks in its foundry business and growth drivers.

via TipRanks|
#ai#intc#intel
Intel's Q4 Preview: AI Push Amid Foundry Delays
markets1 month ago

Intel's Q4 Preview: AI Push Amid Foundry Delays

Intel is set to report Q4 2025 after the close on Jan 22, with expected EPS of $0.08 and revenue around $13.4 billion; the stock has surged about 123% in 2025 on a Nvidia partnership, government support, and progress on its 18A process, but foundry delays remain a concern for its next-gen chip roadmap. HSBC and Seaport Global have upgraded Intel, but the overall rating remains Hold with a $43.37 average target, implying downside risk if cost cuts and AI-chip roadmaps stall. Options traders anticipate roughly an 8.9% move post-earnings as investors watch updates on Panther Lake and 18A.

via TipRanks|
#ai-chips#foundry#intc
KeyBanc Upgrades AMD and Intel on Cloud-Driven Demand
market-news1 month ago

KeyBanc Upgrades AMD and Intel on Cloud-Driven Demand

KeyBanc Capital Markets upgraded Advanced Micro Devices (AMD) and Intel (INTC) to Overweight after Asia checks, citing solid data-center/cloud demand and memory constraints. AMD raised its 2025/2026 earnings forecasts to $4.01 and $7.93 with a $270 target (about 30% upside); Intel’s 2026 EPS was raised to $0.66 with a $60 target (about 50% upside), led by strong adoption of its latest server chips at major cloud providers like AWS. Wall Street consensus shows AMD with a Strong Buy (avg target ≈$283.90, ~37% upside) and Intel with a Hold (avg target ≈$40.64, ~8% downside).

via TipRanks|
#amd#cloud#data-center