Intel Corporation's stock has experienced a dramatic turnaround in 2025, with shares surging over 138% for the year. The chipmaker's stock rallied 165.8% from a 52-week low of $17.67 reached earlier in the year.
New CEO Lip-Bu Tan has implemented aggressive structural changes at the company. President Donald Trump recently stated, "The United States Government Is Proud to Be a Shareholder of Intel."
In late 2025, Intel secured an investment from Nvidia. The company also showcased its next-generation Core Ultra Series 3 processors at CES 2026 in January. This chip platform is the first built on Intel's 18A process, the most advanced semiconductor technology developed and manufactured in the United States.
Intel reported strong fiscal 2025 third-quarter earnings in October. Revenue reached $13.65 billion, exceeding analyst expectations of $13.14 billion. GAAP earnings per share were $0.90, a significant improvement from a loss of $3.88 per share in the same quarter last year.
Gross margin improved to 38.2% from 15% a year earlier. The Client Computing Group, which includes PC processors, posted $8.5 billion in revenue, a 5% year-over-year increase.
CEO Lip-Bu Tan said the Q3 results reflected "improved execution and steady progress" on the company's strategy. He added that AI demand is creating opportunities across Intel's product lines.
The company is scheduled to report its fiscal 2025 fourth-quarter earnings after market hours on January 22. Management has forecast revenue between $12.8 billion and $13.8 billion for the quarter.
On January 13, Intel stock jumped over 7% after investment firm KeyBanc upgraded the shares to "Overweight." Analysts cited strong demand for Intel's chips in AI data centers.
Reports suggest Apple may use Intel's 18A-P technology for future Macs and iPads. Despite the recent rally, Wall Street analysts maintain a consensus "Hold" rating on Intel stock. Of 43 analysts covering the company, 33 rate it a "Hold."
Intel's market capitalization stands at approximately $224.3 billion. In the first few trading days of 2026, the stock has already gained 31%.