Rosenblatt Intel · INTC

Rosenblatt Raises Intel Price Target to $30

Analyst: Hans Mosesmann 1 min read Reproduced verbatim
Rating
Sell
Target
$30
from $25 (+20%)
Downside
−51%
INTC at $61.72 today
Rosenblatt and Intel logos

What the analyst said

Rosenblatt analyst Hans Mosesmann raised the price target on Intel (NASDAQ: INTC) to $30.00 (from $25.00) while maintaining a Sell rating.

“Given the INTC shares dramatic ~50% YTD increase, investors may have been anticipating positive announcements during this earnings report, such as the company landing an external foundry customer.

However, management set expectations for possible foundry customer announcements during 2H26 with production slated for CY28.

Meanwhile, the company used inventory plus capacity to help meet surging demand during the quarter.

This led to a solid beat on 4Q25 estimates but left the company with no dry powder to meet 1Q26 demand.

The new 18A process is in production but needs time to increase production and not be a drag on corporate gross margin. Management has been clear that turning Intel around is a multi-year endeavor.

While we see some progress in process technology and products with the shares trading at ~45x our CY27E Non-GAAP EPS estimate, we are maintaining our Sell recommendation.

We are lifting our price target to $30 from $25 based on an increased valuation metric of 25x our CY27E Non-GAAP EPS.”

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 $61.72. The 27 analysts who set a target in the last 3 months range from $70 to $165, with a median of $90. This $30 target is 67% below the median, the lowest on the Street.

Since the note INTC has moved +14% (from $54.32). 12-month window: day 284 of 365, closes on January 23, 2027.

Track record

This callOpen: INTC has not reached $30 yet. This 12-month target is scored on January 23, 2027. Same target as this firm’s January 23, 2026 note, so it is scored there.

Firm track recordRosenblatt: 58% of its 19 targets at least a year old were reached within 12 months (#25 of 26 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.

Rosenblatt targetINTC share price
  1. April 24, 2026Kept the $50 targetSell$50
  2. April 24, 2026Target raised from $30 (+67%)Sell$50
  3. January 23, 2026Kept the $30 targetSell$30
  4. January 23, 2026 This noteTarget raised from $25 (+20%)Sell$30
  5. October 24, 2025Target raised from $14 (+79%)Sell$25
  6. April 25, 2025Target cut from $20 (−30%)Sell$14
  7. January 31, 2025Kept the $20 targetSell$20
  8. January 29, 2025Earliest call shownSell$20
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Other analysts on Intel

BarclaysHold Cut price target −25%, kept rating Nov 2 $75from $100 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
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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.