Stifel Intel · INTC

Stifel Lowers Intel Price Target to $21

Analyst: Ruben Roy 1 min read Reproduced verbatim
Rating
Hold
Target
$21
from $25 (−16%)
Outcome
Reached
on February 12, 2025
Stifel and Intel logos

What the analyst said

Stifel analyst Ruben Roy lowered the price target on Intel (NASDAQ: INTC) to $21 (from $25) while maintaining a Hold rating.

“4Q results were above management guidance and consensus estimates on better-than-expected CCG growth, IMS equipment sales, and recovery in the NEX segment (edge products specifically).

1Q guidance, though, is below consensus. While investor focus has shifted to longer-term prospects, INTC’s latest revamp suggests that potential recovery has moved further out.

Specifically, INTC noted Clearwater Forest (18A) has pushed out into 2026 from earlier expectations for a 2025 launch.

As well, INTC has admitted that its Gaudi accelerator provided good learnings, but it is evident that the AI processor strategy remains an unknown.

On that front, INTC noted that Falcon Shores will now transition into an internal test platform while ongoing production-related development will shift to a rack-level effort (Jaguar Shores).

The net here, in our view, is that unknowns continue to outweigh knowns, with 2025 likely to prove to be another transition year for the company.”

Disclaimer
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This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

INTC trades at $65.76. The 26 analysts who set a target in the last 3 months range from $70 to $165, with a median of $90. This $21 target is 77% below the median, the lowest on the Street.

Since the note INTC has moved +229% (from $20.01). The 12-month window closed on January 31, 2026.

Track record

This call✓ Target reached on February 12, 2025, 12 days after the note.

Firm track recordStifel: 94% of its 34 targets at least a year old were reached within 12 months (#2 of 21 firms); on Intel, 4 of 5. Accuracy ranking →

Stifel on Intel

Stifel price targets on Intel

8 calls from January 31, 2025 to September 19, 2025. The target went from $21 to $24.50 (+17%). The rating stayed Hold.

Stifel targetINTC share price
  1. September 19, 2025Kept the $24.50 targetHold$24.50
  2. July 25, 2025Kept the $24.50 targetHold$24.50
  3. July 21, 2025Target raised from $21 (+17%)Hold$24.50
  4. April 30, 2025Kept the $21 targetHold$21
  5. April 14, 2025Kept the $21 targetHold$21
  6. April 1, 2025Kept the $21 targetHold$21
  7. March 13, 2025Kept the $21 targetHold$21
  8. January 31, 2025 This noteEarliest call shownHold$21
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Other analysts on Intel

Freedom BrokerHold Downgraded, cut price target −10% Oct 30 $90from $100 TD CowenHold Cut price target −21%, kept rating Oct 30 $75from $95 JP MorganHold Cut price target −6%, kept rating Oct 30 $80from $85 RBC CapitalHold Cut price target −25%, kept rating Oct 30 $75from $100 Piper SandlerHold Cut price target −18%, kept rating Oct 30 $90from $110
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.