INTC INTEL CORP

BULLISH Impact: 5/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-INTC-freedomb-20260428
Freedom Broker double upgrade: Hold → Buy
Latest settled — T+20d ⚠ clustered
INTC ▲ +44.06% at T+20d
LONG call ✓ call won +44.06% · α vs SPY +38.61% · entry $84.54 → $121.79
Next anchor: T+60d in 5w
Last close $124.57 (close Jun 12) · +47.36% from $84.54 entry
Entry anchored
Apr 28, 2026
via day open
T+1d
+12.08%
call +12.08% · α +12.09%
$94.75
settled 7w ago
T+5d
+27.88%
call +27.88% · α +26.19%
$108.11
settled 6w ago
T+20d
+44.06%
call +44.06% · α +38.61%
$121.79
settled 19d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Freedom Broker double-upgraded the stock from Hold to Buy on April 28 with a $100 price target, representing 18% upside from the current $84.99. The call is sharply contrarian: the consensus of 52 analysts is 67% Hold, with a mean target of $75.42 implying downside. Freedom Broker has a 66% accuracy rate on 68 rated stocks, above average but behind top-tier firms like Morgan Stanley and UBS. EPS estimates have exploded higher — current-quarter estimates surged from $0.07 to $0.21 in 30 days with zero downward revisions. Short interest is extreme at 60.5% of trading volume, while institutional flows show both big additions (FMR +90.8%, Renaissance +191.5%) and a trim by Bank of America (-27.8%). No insider or congressional trades were recorded. With earnings due July 22 and strong upward estimate momentum, this upgrade adds a bullish catalyst to a stock that many still view neutrally. The bottom line: a high-conviction contrarian call supported by fundamentals and short-squeeze potential.

Impact Score

Base Score
3/7
LLM Adjustment
+2
Final Score
5/10

Consensus & Targets

Buy / Strong Buy
13 (25%)
Hold
35
Sell / Strong Sell
4
Total Analysts
41
Mean PT
$75.42
Median PT
$77.00
High PT
$111.00
Low PT
$20.40
Current Price
$84.99
Implied Upside
-11.3%

Of 52 analysts covering the stock, 13 (25%) rate it Buy/Strong Buy, 35 (67%) rate it Hold, and 4 (8%) rate it Sell/Strong Sell. The overwhelming Hold bias underscores that Freedom Broker's upgrade is a clear outlier. This level of consensus inertia often amplifies the impact of a well-timed contrarian call.

The mean price target is $75.42, median $77, high $111, low $20.40. At $84.99, the stock already trades 13% above the mean, meaning the median analyst sees downside. Freedom Broker's $100 target ranks near the high end, implying it sees substantial mispricing relative to the consensus.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-28 Freedom Broker upgrade Buy $100.00
2026-04-27 Barclays maintain Equal-Weight $65.00
2026-04-24 UBS maintain Neutral
2026-04-24 TD Cowen maintain Hold $75.00
2026-04-24 JP Morgan maintain Underweight $45.00
2026-04-24 Morgan Stanley maintain Equal-Weight $73.00
2026-04-24 Keybanc maintain Overweight $110.00
2026-04-24 Cantor Fitzgerald maintain Neutral $90.00
2026-04-24 Benchmark maintain Buy $105.00
2026-04-24 Citigroup upgrade Buy $95.00

In the past 30 days, the stock saw 3 upgrades and 1 downgrade. EPS revisions are exceptionally strong: current-quarter estimates surged from $0.07 to $0.21 (up 200%), next-quarter from $0.17 to $0.26, and full-year 2026 from $0.48 to $1.08. All revisions in the last 7 days are upward, with zero downward revisions across all periods.

Firm Track Record — Freedom Broker

Freedom Broker accuracy: 66% on 68 calls | avg return: 11.8%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Seaport Global 100% 2/2 3.8% top tier
Morgan Stanley 80% 4/5 11.2% top tier
Goldman Sachs 75% 3/4 -7.7% top tier
UBS 75% 6/8 8.7% top tier
Needham 71% 5/7 15.1% top tier
Deutsche Bank 67% 2/3 2.5% top tier
Barclays 67% 4/6 8.4% top tier
Roth MKM 67% 2/3 3.4% top tier
Wells Fargo 60% 3/5 7.5% above average
Truist Securities 57% 4/7 0.7% above average

Freedom Broker has a 66% accuracy rate on 68 rated stocks (45 correct) with an average return of 11.8%. This is above the average of covering firms but below the top tier: Morgan Stanley (80% on 5 calls), UBS (75% on 8), and Needham (71% on 7). The best performer is Seaport Global (100% on 2), the worst is Northland Capital Markets (50% on 2, avg return -3.8%).

Earnings Estimates

Next earnings: Jul 22, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $0.21 $0.19 — $0.33 $14.4B ↑6 ↓0
+1q $0.26 $0.22 — $0.37 $15.0B ↑16 ↓0
0y $1.08 $0.95 — $1.39 $58.4B ↑7 ↓0
+1y $1.47 $0.94 — $2.16 $64.0B ↑23 ↓0

Cross-Platform Signals

Institutional
FMR LLC — add (90.8%)
Institutional
BANK OF AMERICA CORP /DE/ — trim (-27.8%)
Institutional
NORGES BANK — new
Short Interest
Short: 50,121,716 | Exempt: 252,015 | TRF Vol: 82,871,227 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)

No insider or congressional trades reported. Institutional activity is mixed: FMR LLC added 90.8% ($1B+), Renaissance Technologies increased 191.5% ($365M), and Norges Bank initiated a new $2.2B position. Bank of America trimmed 27.8% ($931M). Short interest stands at 60.5% of trading volume — extremely high, presenting squeeze potential if positive momentum continues.

Actionable Insight

Freedom Broker's double upgrade, combined with soaring EPS revisions and very high short interest, creates a powerful contrarian setup. Traders should watch for further confirmation from price action, but the risk/reward favors accumulating ahead of the July 22 earnings report.

Documents Analyzed

Report based on filing metadata.

21 reports for INTC
Performance horizon
78% Hit rate 7 of 9 directional calls best @ T+20▲ +67.16%May 21, 2026
Filters
Rows
Reports for INTC — sortable, filterable
Type Now
Jun 11, 2026
3d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$111.68 awaiting T+20awaiting T+20$124.57 (+11.54%)
May 31, 2026
14d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$48.57 $45.44▼ −6.44%▼ −7.75%$124.57 (+156.50%)
May 28, 2026
17d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$84.54 $121.79▲ +44.06%▲ +38.61%$124.57 (+47.36%)
May 24, 2026
21d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$82.56 $119.87▲ +45.19%▲ +40.70%$124.57 (+50.89%)
May 21, 2026
24d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$66.28 $110.79▲ +67.16%▲ +62.95%$124.57 (+87.96%)
May 21, 2026
25d ago
ANALYST-DOWNGRADE
NEUTRAL ★ 1/10
$65.71 $108.08▲ +64.49%▲ +60.28%$124.57 (+89.59%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 4/10
$48.57 $45.44▼ −6.44%▼ −7.75%$124.57 (+156.50%)
Apr 30, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$99.62 $109.35▲ +9.77%▲ +4.50%$124.57 (+25.05%)
Apr 29, 2026
6w ago
424B5
NEUTRAL ★ 4/10
$94.53 $114.62▲ +21.25%▲ +16.03%$124.57 (+31.78%)
Apr 28, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$84.54 $121.79▲ +44.06%▲ +38.61%$124.57 (+47.36%)
Showing 10 of 21

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