Mizuho Intel · INTC

Mizuho Raises Intel Price Target to $41

Analyst: Vijay Rakesh 1 min read Reproduced verbatim
Rating
Neutral
Target
$41
from $39 (+5%)
Outcome
Reached
on October 28, 2025
Mizuho and Intel logos

What the analyst said

Mizuho analyst Vijay Rakesh raised the price target on Intel (NASDAQ: INTC) to $41 (from $39) while maintaining a Neutral rating.

“INTC reported a strong SepQ vs. expectations and in-line DecQ guide at $13.3B (cons. $13.4B).

Key takeaways: 1) noted 18A yields progressing as planned, expecting PantherLake 70% insourcing but yields not likely to reach “appropriate levels” until YE 2026E, 2) return to the AI GPU game with Crescent Island for enterprise customers, sampling set for 2H26E (Link), 3) Server demand better, DecQ guided down ~3% q/q, with DC/CCG estimated up 5%/down 5% q/q and foundry up 2% q/q, GM down 350bps q/q to 36.5% on mix, while Altera exit dilutive, 4) Focus on improving cost structure, targeting $16-17B F25E opex (prior: $17B), with 13k q/q headcount cuts, and 5) F26E gross Capex we est $16B following F25E reiterated at $18B.

Maintaining Neutral, Adjust Estimates and PT to $41 (prior $39).”

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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 $41 target is 54% below the median, the lowest on the Street.

Since the note INTC has moved +72% (from $38.16). The 12-month window closed on October 24, 2026.

Track record

This call✓ Target reached on October 28, 2025, 4 days after the note.

Firm track recordMizuho: 93% of its 61 targets at least a year old were reached within 12 months (#2 of 21 firms); on Intel, 6 of 6. Accuracy ranking →

Earnings reactionOne of 14 notes after Intel’s Oct 23 results: 12 raised · 0 cut · 2 kept. See every call →

Mizuho on Intel

Mizuho price targets on Intel

8 calls from January 31, 2025 to April 15, 2026. The target went from $20 to $59 (+195%). The rating stayed Hold.

Mizuho targetINTC share price
  1. April 15, 2026Target raised from $48 (+23%)Hold$59
  2. January 23, 2026Target raised from $41 (+17%)Hold$48
  3. October 24, 2025 This noteTarget raised from $39 (+5%)Hold$41
  4. October 13, 2025Target raised from $23 (+70%)Hold$39
  5. July 2, 2025Target raised from $22 (+5%)Hold$23
  6. April 25, 2025Target cut from $23 (−4%)Hold$22
  7. February 24, 2025Target raised from $20 (+15%)Hold$23
  8. January 31, 2025Earliest call shownHold$20
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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.