07:30 AM EDT, 10/24/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We up our 12-month target to $45 from $35, on 28x our 2027 EPS (raised to $1.60 from $1.47), above peers/historical. After posting better-than-expected Q3 results, we lift our 2025 EPS to $0.34 from $0.11 and 2026 to $0.79 from $0.68. INTC's biggest win in Q3 was strengthening its balance sheet, securing roughly $20B in cash from strategic partnerships, government funding, and asset sales. This provides greater operational flexibility and de-risks INTC's ambitious turnaround plan. INTC is seeing demand outstrip supply for its mature 10nm and 7nm nodes, a situation expected to persist into 2026 and signals improving demand for its PC and server offerings. The 18A process ramp is on track (starting with Panther Lake), with all eyes on whether INTC can optimize manufacturing costs/yields and prove to potential external customers that it can support them. The Q4 outlook is solid, though gross margins remain under pressure from new product ramps and portfolio changes. Valuation already discounts turnaround efforts.