Cantor Fitzgerald Reiterates Neutral on Intel, $22 Price Target
- Rating
- Neutral
- Unchanged
- Target
- $22
- Outcome
- Reached
- on February 12, 2025
What the analyst said
Cantor Fitzgerald analyst C.J.
Muse reiterated a Neutral rating and $22 price target on Intel (NASDAQ: INTC).
“4Q results came in a little better ($14.26B/ $0.13 vs. cons $13.8B/$0.12), while 1Q guide came in a little worse ($12.2B/$0.00 vs. cons $12.9B/$0.09) with all 3 product segments tracking down HSD/LDD due to macro uncertainty (including tariffs) and increasing competition.
The good news is revenues, gross margins, and presumably EPS should bottom in 1Q with mgmt. guiding for incremental GMs of 40-60% and reiterating Opex guide of $17.5B.”
“We now model CY25 EPS of $0.25, below our prior estimate of $0.90 and consensus of $0.89.
Elsewhere, the company is laser-focused on a return to FCF positive, including Capex lowered to the low end of the guide (now tracking to $20B from prior guided range of $20-23B) and plans for deleveraging/asset sales in 2025 (ALTR, MBLY, Other).”
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Where the price stands
INTC trades at $92.07. The 12 analysts who set a target in the last 3 months range from $85 to $165, with a median of $111. This $22 target is 80% below the median, the lowest on the Street.
Since the note INTC has moved +360% (from $20.01). The 12-month window closed on January 31, 2026.
Track record
This call✓ Target reached on February 12, 2025, 16 days after the note. Same target as this firm’s January 27, 2025 note, so it is scored there.
Firm track recordCantor: 84% of its 38 targets at least a year old were reached within 12 months (#13 of 21 firms); on Intel, 5 of 5. Accuracy ranking →
Cantor on Intel
Cantor price targets on Intel
8 calls from January 27, 2025 to October 24, 2025. The target went from $22 to $45 (+105%). The rating stayed Hold.
- October 24, 2025Target raised from $26 (+73%)Hold$45
- July 25, 2025Kept the $26 targetHold$26
- April 30, 2025Kept the $26 targetHold$26
- April 21, 2025Target cut from $29 (−10%)Hold$26
- March 13, 2025Kept the $29 targetHold$29
- February 18, 2025Target raised from $22 (+32%)Hold$29
- January 31, 2025 This noteKept the $22 targetHold$22
- January 27, 2025Earliest call shownHold$22
