Intel is set to become a key player in the semiconductor landscape, facilitating advanced foundry work for Nvidia and Apple starting in 2028 as it attempts to reclaim market relevance. This strategic move comes on the heels of a challenging fourth-quarter report, revealing a net loss of $591 million and declining revenues. With analysts cautiously optimistic—as evidenced by a raised price target of $66 from Tigress Financial Partners—Intel hopes to leverage its investments and recovery strategies to stabilize and grow its business in a competitive market.
“Nvidia and Apple are preparing to move portions of their 2028 semiconductor production to Intel, according to an exclusive report from DIGITIMES Asia.”
“Intel’s market capitalization is around $243 billion, reflecting its valuation among the world’s largest semiconductor companies.”
“For the quarter ended Dec. 27, Intel posted net revenue of $13.7 billion, which represents a year-over-year (YOY) decline of about 4% compared with Q4 2024.”
“Intel provided guidance for the first quarter of 2026, forecasting revenue between $11.7 billion and $12.7 billion.”
“Recently, Tigress Financial Partners raised its price target on Intel to $66 while maintaining a “Buy” rating, citing strong confidence in the company’s turnaround.”
“Overall, INTC stock has a consensus “Hold” rating, indicating a cautious stance.”
“Tigress' Street-high target of $66 suggests as much as 43% potential upside from here.”
“To that end, Intel's platform should be able to combine all of Intel's latest power-related innovations, including PowerVia, on-die Omni MIM capacitors, bridge-level decoupling in EMIB-T...”
“Intel · weighed · market · tumbling 17%”
“Intel · released · fourth-quarter 2025 results · Jan. 22”
“Intel stock · shed · almost 17% · in a single session”
“Intel stock · is up · 111% · over the past year”
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