KeyBanc Lowers Intel Price Target to $140
- Rating
- Overweight
- Target
- $140
- from $155 (−10%)
- Upside
- +52%
- INTC at $92.07 today
What the analyst said
KeyBanc analyst John Vinh lowered the price target on Intel (NASDAQ: INTC) to $140 (from $155) while maintaining an Overweight rating.
“INTC posted mixed 3Q26 results (slight rev miss, EPS above) and guided 4Q26, well below.
Most of the miss was due to the memory-induced PC correction as 3Q PC revs missed by $800M and was guided down more than 20% q/q in 4Q, which is over $2B below cons.
To a lesser extent, the explosion at the Israel fab on Oct 14 negatively impacted 4Q server revs by $300M and 200 bps in GM.
In terms of positives, INTC sees 30%+ server CPU unit TAM in ’27 and expects a couple of customer announcements in adv packaging over the next 2 quarters (AWS, GOOGL).
We’re lowering ests and PT to $140. Remain OW.”
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Where the price stands
INTC trades at $92.07. The 15 analysts who set a target in the last 3 months range from $83 to $165, with a median of $110. This $140 target is 27% above the median.
12-month window: day 0 of 365, closes on October 30, 2027.
Track record
This callOpen: a 12-month target, scored on October 30, 2027, a year after the note.
Firm track recordKeyBanc: 88% of its 16 targets at least a year old were reached within 12 months (#8 of 21 firms); on Intel, 2 of 2. Accuracy ranking →
KeyBanc on Intel
KeyBanc price targets on Intel
8 calls from October 20, 2025 to October 30, 2026. The target went from $35 to $140 (+300%). The rating moved from Hold to Buy.
- October 30, 2026 This noteTarget cut from $155 (−10%)Buy$140
- July 24, 2026Kept the $155 targetBuy$155
- July 14, 2026Target raised from $110 (+41%)Buy$155
- April 24, 2026Target raised from $70 (+57%)Buy$110
- April 6, 2026Target raised from $65 (+8%)Buy$70
- January 23, 2026Target raised from $60 (+8%)Buy$65
- January 13, 2026Upgraded to Buy, target raised from $35 (+71%)Buy$60
- October 20, 2025Earliest call shownHold$35
