Cantor Intel · INTC

Cantor Fitzgerald Reiterates Neutral on Intel, $45 Price Target

Analyst: C.J. Muse 1 min read Reproduced verbatim
Rating
Neutral
Unchanged
Target
$45
Outcome
Reached
on January 26, 2026
Cantor and Intel logos

What the analyst said

Cantor Fitzgerald analyst C.J.

Muse reiterated a Neutral rating and $45.00 price target on Intel (NASDAQ: INTC).

“the +47% YTD move was a surprise to us, particularly given our expectations for foundry customer announcements much later in the year.

To this end, we reiterate our Neutral rating and $45 price target – thus, incremental downside vs. after-hour price of ~$47-48.

Our sense is that actual fundamentals combined with real clarity on foundry customers are the next catalysts, but most likely in 2HCY26.

As for laterals, we view more positive server CPU commentary as a small positive for AMD, we view PC weakness to weigh on PC unit-driven names in that supply chain, and see Capex commentary as a modest positive for Semi Cap.

Finally, we would point investors to Samsung’s Taylor recent investments and how it certainly appears to us that Samsung is in the pole position to be the #2 leading-edge foundry after TSMC and likely ramps meaningfully before Intel.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

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 $45 target is 50% below the median, the lowest on the Street.

Since the note INTC has moved +21% (from $54.32). 12-month window: day 283 of 365, closes on January 23, 2027.

Track record

This call✓ Target reached on January 26, 2026, 3 days after the note.

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 →

Earnings reactionOne of 18 notes after Intel’s Jan 22 results: 12 raised · 2 cut · 3 kept. See every call →

Cantor on Intel

Cantor price targets on Intel

8 calls from April 21, 2025 to June 29, 2026. The target went from $26 to $150 (+477%). The rating stayed Hold.

Cantor targetINTC share price
  1. June 29, 2026Target raised from $90 (+67%)Hold$150
  2. April 24, 2026Target raised from $45 (+100%)Hold$90
  3. January 23, 2026 This noteKept the $45 targetHold$45
  4. January 23, 2026Kept the $45 targetHold$45
  5. October 24, 2025Target raised from $26 (+73%)Hold$45
  6. July 25, 2025Kept the $26 targetHold$26
  7. April 30, 2025Kept the $26 targetHold$26
  8. April 21, 2025Earliest call shownHold$26
Share

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
Share on
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.