$Intel(INTC)$ is winning where it’s strongest right now. This isn’t about $Intel(INTC)$ magically beating $Taiwan Semiconductor Manufacturing(TSM)$ tomorrow at leading-edge logic. Instead: EMIB advanced packaging is already competitive. Packaging is a high-margin, sticky business. Customers who package with $Intel(INTC)$ are more likely to fab with $Intel(INTC)$ later. This is classic wedge strategy—and it’s working.
$Intel(INTC)$ stock is a blessing. We know what it does, we know where it's going. It's a household name and it's at the bottom. It has received a big vote of confidence from $NVIDIA(NVDA)$ , SoftBand, and US Gov! It's not like some insider bough 100k worth of stock, these a billion dollar investments. I get to ride on their back.
Early low-power $Intel(INTC)$ Panther Lake benchmarks are very promising. At just 19W it delivers ~55 FPS in Cyberpunk 2077 (1200p, Medium, XeSS Balanced). At 35W on Ultra it gives ~80 FPS. This performance-per-watt could strengthen $Intel(INTC)$ 's position in the mobile and thin-and-light laptop market.
Seaport Research upgraded $Intel(INTC)$ to Buy from Neutral with a $65 price target. HSBC also raised $Intel(INTC)$ to Hold from Reduce, lifting the price target to $50 from $26.
Seaport Global upgraded $Intel(INTC)$ from "Neutral" to "Buy" with a new price target of US$65. Analyst Jay Goldberg highlighted strengthened confidence in Intel's market outlook.
KeyBanc upgrades $Intel(INTC)$ to Overweight from Sector Weight, raising the price target to $60. The upgrade indicates growing confidence in $Intel(INTC)$ 's turnaround, with better execution and rising momentum in AI and foundry driving upside potential.