Driven by strong momentum from new processor launches and foundry optimism, Intel (INTC) has seen significant gains, leading Melius Research to upgrade the stock to Buy with a $50 price target.
- The company is scheduled to report Q4 2025 earnings after market close on January 22, with consensus estimates set at $13.37B in sales and 8 cents EPS.
- Analysts believe Intel has a "unique window of opportunity" to secure major foundry customers as TSMC faces capacity constraints.
- The stock is currently trading near $46.99 (as of Jan 16 AH), supported by long-term growth expectations tied to the Core Ultra Series 3 processors and $7.86B in CHIPS Act funding.