There are plenty of superlatives that could describe the path of Intel (NASDAQ:INTC) during 2025. The company flipped the script on a disappointing period, delivering an impressive set of achievements that included a new partnership with Nvidia and a strategic alignment (and investment) from the U.S. government.
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Earlier this month, Intel launched its Core Ultra Series 3 processors, which the company trumpeted as “the most advanced semiconductor process ever developed and manufactured in the United States.”
The company’s share price has skyrocketed over the past year, more than doubling during the past twelve months. The burner has continued this year as well, and INTC is up by almost 30% in the first few weeks of 2026.
On the heels of such a striking reversal of fortune – and just before the company shares its Q4 2025 numbers on January 22 – is it too late to jump on board? Not according to top investor Timothy Green, who believes INTC still has room to run.
“While shares of Intel have surged since the start of 2025, the company’s market capitalization is still well below its all-time high, and even below multi-year highs reached in early 2020,” explains the 5-star investor, who is among the top 3% of stock pros covered by TipRanks.
Green highlights three main drivers of future growth: the launch of Panther Lake, the demand for its server CPUs, and the company’s long-term foundry opportunity.
Regarding Panther Lake, the investor cites the improved performance and efficiency of the new chip, along with its enhanced battery life and “huge leap in graphics capabilities.” Green notes that Nova Lake is slated to follow Panther Lake, and he also mentions the potential Serpent Lake PC CPU that is rumored to be the codename for Intel’s joint efforts with Nvidia.
Another factor behind the investor’s optimism is due to improvements in the company’s CPU offerings. Green points out that Intel has nearly sold out its server CPUs for 2026.
“With strong demand and major performance and efficiency improvements likely this year and next as Intel launches new chips, the company should see solid revenue and profit growth in its data center segment,” adds Green.
Lastly, the investor cites the opportunity for Intel’s foundry to generate meaningful business from external customers, though he also acknowledges that this will take some time.
Therefore, though he warns that it won’t always be smooth sailing, Green is along for the long-term ride.
“Intel stock has shot up quickly, and volatility will likely be par for the course. But in the long run, Intel looks like a great investment as the company stages a comeback,” concludes Green. (To watch Timothy Green’s track record, click here)
That’s far from the consensus view on Wall Street, however, which seems to think that the upward momentum will be slowing down. With 8 Buys, 19 Holds, and 4 Sells, INTC carries a consensus Hold (i.e., Neutral) rating. Its 12-month average price target of $43.37 implies a potential downside of ~8% in the year ahead. (See INTC stock forecast)
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Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.