Intel Stock:  The Comeback Story? 

After years behind AMD and Nvidia, Intel is making a strong comeback with new leadership and bold innovation. 

Intel Corporation is a leading semiconductor company designing CPUs, chipsets, and related tech. 

What is Intel? 

Q2 2025 revenue: ~$12.9B  (flat year-on-year) 

They reported a loss per share (GAAP) due to restructuring & impairment charges  Challenges: cost pressures, competition, scaling foundry business 

Strategic Shifts

New CEO Lip-Bu Tan pushing more discipline and focus in foundry side  Intel reducing expenses and selling/monetizing noncore assets (e.g. partial stake in Altera) 

Big Bets & External Support 

SoftBank’s $2B investment in Intel gives confidence to markets  Nvidia investing $5B and forming collaboration on x86 + AI chips 

Market Sentiment & Analyst View 

Stock has rebounded strongly in 2025 on the back of deals & momentum  But consensus target is ~$26.19 (with wide spread from $14 to $43) 

Intel is in a pivotal turnaround phase 

If they can deliver on strategy + partnerships, upside is meaningful  But stakes are high — it’s a high-risk, high-reward play