Rosenblatt Lowers Intel Price Target to $14
- Rating
- Sell
- Target
- $14
- from $18 (−22%)
- Outcome
- Missed
- within 12 months
What the analyst said
Rosenblatt analyst Hans Mosesmann lowered the price target on Intel (NASDAQ: INTC) to $14 (from $18) while maintaining a Sell rating.
“Similar to 4Q24, Intel delivered a beat to estimates driven by what management characterized as customers purchasing ahead of potential tariffs. This has management cautious on 2Q25 demand.
This led to guidance missing consensus significantly, $11.8B at the mid-point vs consensus $12.8B, and with Non-GAAP GM guided to decline 2.7 ppts q/q to 36.5%, Non-GAAP EPS is expected to be breakeven vs. consensus $0.07.
While coming into the year, growth seemed possible with Management is now seeing an increasingly uncertain economic landscape.
Newly appointed CEO Lip-Bu Tan is making structural changes to flatten corporate decision-making flow with a focus on customer service and reinvigorating Intel’s historic innovation capabilities.
We view these changes as positive long-term if successfully executed. Near-term, we expect continued market share losses in PC and server CPU.
We are lowering our revenue and earnings estimates for 2025 and 2026. Our 12-month price target is now $14 based on 16x FY26 Non-GAAP EPS and maintain our Sell rating.”
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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 $14 target is 87% below the median, the lowest on the Street.
Since the note INTC has moved +328% (from $21.49). The 12-month window closed on April 25, 2026.
Track record
This call✗ Not reached within 12 months: a year after the note INTC closed at $84.99, 507% above the $14 target, and it moved the other way.
Firm track recordRosenblatt: 73% of its 15 targets at least a year old were reached within 12 months (#18 of 21 firms); on Intel, 1 of 3. Accuracy ranking →
Rosenblatt on Intel
Rosenblatt price targets on Intel
8 calls from January 29, 2025 to April 24, 2026. The target went from $20 to $50 (+150%). The rating stayed Sell.
- April 24, 2026Kept the $50 targetSell$50
- April 24, 2026Target raised from $30 (+67%)Sell$50
- January 23, 2026Kept the $30 targetSell$30
- January 23, 2026Target raised from $25 (+20%)Sell$30
- October 24, 2025Target raised from $14 (+79%)Sell$25
- April 25, 2025 This noteTarget cut from $20 (−30%)Sell$14
- January 31, 2025Kept the $20 targetSell$20
- January 29, 2025Earliest call shownSell$20
