Following Intel's dramatic stock plunge after issuing weak Q1 2026 revenue guidance, several analysts, including UBS, Mizuho, and Stifel, raised their price targets while maintaining Neutral or Hold ratings.
- Analysts cited a severe short-term outlook driven by meaningful supply constraints and an inventory bottleneck, despite technical progress in the 18A process node.
- The market is currently digesting the prospect of zero adjusted EPS for the first quarter.
- The stock was trading down 0.70% in pre-market activity as investors reacted to the guidance.