Intel’s Stock Rally: A Crucial Test with Q4 Earnings on the Horizon
Intel Corporation is poised to announce its Q4 2025 earnings after the market closes on Thursday, January 22, 2026. This follows an impressive rally that has witnessed the stock soar by approximately 145% over the past year. The shares of the chipmaker have reached a four-year high ahead of the release, with investors eagerly awaiting confirmation of the company’s successful turnaround efforts.
Analysts, according to estimates compiled by Visible Alpha, predict Intel to report adjusted earnings per share of 9 cents on a revenue of $13.41 billion. A number of analysts, including those from HSBC, KeyBanc, and Wedbush, foresee the company surpassing these projections due to robust demand for its server CPUs used in data centers. HSBC recently doubled its price target on Intel stock.
The company has initiated shipping its new “Panther Lake” PC processors on the 18A node, with yields now exceeding 60%. KeyBanc has highlighted that external server CPU capacity is nearly “sold out,” with potential for 10-15% price increases. There are also reports suggesting that Apple will employ Intel to manufacture low-end chips by 2027. However, the rising expectations preceding the earnings release could pose a challenge for Intel to impress investors.
Source: https://finance.yahoo.com/news/intel-stocks-torrid-rally-face-160106162.html