Earnings reaction · INTC

How analysts reacted to Intel’s results

Intel reported on October 29, 2026 (quarter ended Sep 2026). In the next sessions, 15 Wall Street firms published notes: 10 cut their price target and 2 kept it unchanged. The median target of the 12 firms with a before-and-after figure went from $123 to $89 (−27%). 1 firm upgraded the stock and 2 firms downgraded it.

Oct 29, 2026 reported15 firms0 raised10 cut

Median target$123 → $89−27% · 12 firms

Target changes0 raised10 cut · 2 kept · 1↑ 2↓ ratings

Share move—No price data

EPS vs consensusBeat 46%0.41 vs 0.28 expected

Every firm’s call 15

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Intel consensus today


Evercore	Buy	$133	$133	Kept	Oct 30
Goldman Sachs	Hold	$100	$100	Kept	Oct 30
KeyBanc	Buy	$155	$140	−10%	Oct 30
Rosenblatt	Sell	$80	$70	−13%	Oct 30
UBS	Hold	$100	$80	−20%	Oct 30
Mizuho	Hold	$114	$88	−23%	Oct 30
Cantor	Hold	$125	$90	−28%	Oct 30
StoneX	Buy	$140	$100	−29%	Oct 30
Bank of AmericaDowngrade	Hold	$145	$100	−31%	Oct 30
Wells Fargo	Hold	$120	$80	−33%	Oct 30
Truist	Hold	$108	$72	−33%	Oct 30
Baird	Hold	$125	$83	−34%	Oct 30
KGI SecuritiesUpgrade	Buy	—	$95	—	Oct 30
Roth MKMDowngrade	Hold	$120	—	—	Oct 30
Needham	Hold	—	—	—	Oct 30

Earlier Intel reports

Reported Jul 23, 202610 raised · 3 cut · 4 kept18 firms reactedMedian target +10%Shares −8%Reported Apr 23, 202620 raised · 0 cut · 0 kept22 firms reactedMedian target +50%Shares +24%Reported Jan 22, 202612 raised · 2 cut · 3 kept18 firms reactedMedian target +17%Shares −17%Reported Oct 23, 202512 raised · 0 cut · 2 kept14 firms reactedMedian target +40%Shares +3%

Latest earnings reactions

RivianOct 290 raised · 3 cut · 2 kept5 firms reactedMedian target −6%Shares —

Alphabet (Google)Oct 280 raised · 22 cut · 3 kept26 firms reactedMedian target −11%Shares −13%

KLAOct 281 raised · 10 cut · 0 kept11 firms reactedMedian target −10%Shares +5%

MicrosoftOct 2821 raised · 0 cut · 2 kept24 firms reactedMedian target +5%Shares 0%

Lam ResearchOct 210 raised · 6 cut · 0 kept6 firms reactedMedian target −10%Shares −12%

MetaOct 2118 raised · 3 cut · 5 kept28 firms reactedMedian target +2%Shares −7%

All earnings reactions

How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true