New Street Research Rates Intel (INTC) Buy, $125 Price Target

On October 26, 2026, New Street Research upgraded its rating on Intel Corporation (INTC) to Buy and set a price target of $125. This change reflects their positive outlook on the company's potential growth, especially following recent business developments. The information comes from their research note issued on the same day.

INTC Intel Corporation

$86.96 ▲ +120.82% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Other Institutional Activity in Intel Corporation

Several other institutional investors made notable moves regarding Intel. Sumitomo Mitsui DS Asset Management Company increased its holdings by 49,608 shares, bringing its total to 807,367 shares valued at about $97.1 million. Meanwhile, Royal Fund Management grew its stake by 20,778 shares, ending with 53,624 shares worth approximately $6.4 million. In contrast, both NLB Skladi and Oriental Harbor Investment Master Fund trimmed their positions, reducing shares by 9,874 and 91,262, respectively.

Intel Corporation Stock Up 7.5%

Intel shares closed at $91.82 on October 26, 2026, and recently traded around $91.88. This price is about equal to its closing level, but the stock is still below its 50-day moving average by 10% and below its 52-week high of $142.35 by 35.5%. The stock is currently above its 52-week low of $32.89 by 179.4%, indicating solid recovery over the past year.

Recent Earnings

Intel reported trailing twelve-month revenue of about $57 billion, with a year-over-year revenue growth of 25.4%. However, the company is facing challenges with a negative net margin of 19.8% and a return on equity of -10.7%. The next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at Intel Corporation

In recent insider trading, CEO Lip-Bu Tan bought 105,263 shares at $95.00 each on August 11, 2026, totaling about $10 million. Other insiders, including Officer Boise April Miller and Chief Technology Officer Nagasubramaniyan Chandrasekaran, sold shares earlier this year, but no recent buying has been reported.

Analysts Set New Price Targets

On October 26, 2026, New Street Research upgraded Intel to a Buy rating with a price target of $125. This follows several other analysts' actions, including RBC Capital, which reiterated a Sector Perform rating with a $100 target on the same day. The consensus among analysts is currently a Buy with a mean price target of $117.14, reflecting optimism about the company's future performance.

About Intel Corporation

Intel Corporation designs and manufactures a wide range of computing products and services, including microprocessors and chipsets. Based in Santa Clara, California, Intel serves both consumer and business markets globally. The recent upgrade by analysts indicates growing confidence in its recovery and future prospects.

Bottom Line

Investors should keep an eye on Intel's upcoming earnings report on October 29, 2026, to gain insights into its financial performance. The recent analyst upgrades suggest that there is renewed optimism about the company's growth potential.