Chip giant Intel Corporation (INTC) is expected to announce its third quarter 2025 results after the market closes on Thursday, October 23. The stock is up 85% this year, driven by several major deals, including a $2 billion investment from SoftBank (SFTBY) and a new CPU partnership with Nvidia (NVDA), which have helped restore investor confidence in the company. However, Intel’s foundry business remains a concern, due to production delays and uncertainty over its next-generation chip technology. As a result, Wall Street remains cautious ahead of the release of the third quarter report.
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Additionally, TipRanks’ AI Stock Analysis assigns a Neutral rating to Intel shares with a price target of $36.00, indicating a downside potential of 2.73%.
What to expect from Intel on October 23
Wall Street analysts expect Intel to report earnings per share of less than $0.01, compared to a loss of $0.46 per share in the same quarter last year. At the same time, revenue is expected to increase slightly by 0.97% from the year-ago quarter to $13.15 billion, according to data from the TipRanks Forecast page.
Investors will look forward to updates from management on cost reduction progress, the impact of pricing, and progress on product roadmaps, particularly for AI chips.
Analysts weigh in on Intel’s upcoming earnings
Ahead of the third-quarter release, Susquehanna analyst Christopher Rolland raised his price target on Intel stock from $22 to $31, while maintaining a neutral rating. Rolland expects Intel’s third-quarter results to be mostly in line with forecasts, but sees a risk of weaker forecasts for the next quarter. He said the recent sale of Altera could weigh slightly on revenue and margins, removing a more profitable business from Intel’s portfolio.
On a positive note, he believes that new AI-focused chips, such as Lunar Lake and Arrow Lake, could help improve pricing and support growth over time.
Likewise, Top Mizuho analyst Vijay Rakesh raised his price target on Intel stock from $23 to $39, while maintaining a neutral rating. The 5-star analyst said Intel’s advanced packaging segment could generate about $1.5 billion in annual revenue starting in 2026 and 2027. He believes Intel is well-positioned to capture market share as more chipmakers adopt advanced packaging for next-generation AI and data chips. However, he remains cautious about the company’s core business.
Is Intel a Buy, Hold or Sell?
As for Wall Street, analysts have a Hold consensus rating on INTC stock based on two Buys, 24 Holds, and six Sells assigned over the past three months, as shown in the chart below. INTC’s average price target of $28.70 per share implies a downside risk of 22.45%.
See more INTC analyst notes
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