Analysts reset Intel stock forecast

Core Insights - Intel is set to launch its Panther Lake chips in January, claiming over 50% improvement in CPU and GPU performance and over 40% lower power usage compared to previous models [1][2] - The performance claims are based on Intel's 18A manufacturing process, but skepticism exists regarding the validity of these claims until independent benchmarks are conducted [2] - Intel's stock has increased by 47% recently, primarily due to a deal with Nvidia and potential partnerships with Apple and AMD [3][5] Company Performance - Intel's fabs have incurred over $13 billion in losses over the last four quarters, with a reported net loss of $2.9 billion in Q2 2025, compared to a loss of $1.6 billion in Q2 2024 [5] - The company is struggling to attract customers for its fabs despite promoting the advantages of its manufacturing process [6] Market Dynamics - Intel is using its performance claims not only to market the Panther Lake chips but also to attract other companies to utilize its manufacturing facilities [3] - Rumors of potential deals with Apple and AMD have contributed to the stock price increase, as securing these partnerships could alleviate financial pressures on Intel [4][5]