Intel shares maintain 10% increase following analyst's forecast of significant Apple agreement.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Should l Buy AAPL?
Source: CNBC
Intel's Stock Surge: Intel's stock rose 10% after an analyst predicted a potential deal to supply Apple with chips by 2027, although it fell slightly in early pretrading on Monday.
Partnership Details: The anticipated partnership hinges on Intel's development of a process design kit expected in early 2026, which Apple would use to build its chips.
Impact on TSMC: The analyst downplayed the deal's impact on TSMC, stating that Apple will continue to rely heavily on TSMC's advanced chips for the foreseeable future.
Intel's Recovery: Intel's stock has rebounded over the past year after a significant decline, and a deal with Apple could enhance its position in the chip market and attract more business from other major clients.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 263.750
Low
239.00
Averages
306.89
High
350.00
Current: 263.750
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Supply Chain Advantage: Apple's strategy of securing multi-year agreements with suppliers allows it to manage price fluctuations effectively, ensuring production capacity and maintaining stable product pricing in a high-cost environment, further solidifying its market position.
- Long-term Shareholder Benefits: The pricing strategy of the iPhone 17e will enhance Apple's competitiveness in price-sensitive markets, likely attracting more users into the Apple ecosystem, which will promote sales of subsequent products and services, ultimately benefiting shareholders in the long run.
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- Strong Future Outlook: The company expects AI semiconductor revenue to reach $10.2 billion this quarter, with CEO Hock Tan projecting that AI chip revenue will significantly exceed $100 billion by 2027, reflecting confidence in future market growth.
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- Long-Term Investment Philosophy: Over 60 years, Buffett achieved a compounded annual growth rate exceeding 19%, significantly outpacing the S&P 500's 10%, indicating the effectiveness of his investment strategy and its appeal to investors seeking inspiration.
- Apple Holdings: Buffett has held Apple shares since 2016, and despite selling some recently to lock in gains, it remains the largest holding in his portfolio, reflecting his ongoing confidence in the company and its strong brand moat.
- Coca-Cola's Steady Performance: Buffett has held Coca-Cola shares since the late 1980s, making it the fourth-largest holding in his portfolio; its status as a
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- Coca-Cola's Long-Term Investment: Buffett has owned Coca-Cola stock since the late 1980s, making it the fourth-largest holding in his portfolio; its strong brand and global distribution network ensure steady earnings growth, complemented by over 50 years of dividend increases, showcasing its reliability.
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See More
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- Contract Dispute: ITI emphasized that contract disputes should be resolved through ongoing negotiations or by selecting alternative suppliers via established procurement channels rather than through emergency measures like supply chain risk designations, which are typically reserved for entities identified as foreign adversaries, reflecting strong opposition to government actions.
- Procedural Protections: The letter referenced the Federal Acquisition Supply Chain Security Act of 2018 and the Federal Acquisition Security Council (FASCSA), highlighting the importance of due process for private companies, including notice and response opportunities before any risk designation is made, underscoring ITI's commitment to procedural fairness.
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See More
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- New CEO Transition: With Warren Buffett retiring on December 31, Greg Abel officially took over the day-to-day operations and the $319 billion investment portfolio of Berkshire Hathaway on January 1, marking a significant governance shift, as Abel vows to uphold Buffett's investment philosophy.
- Expansion of 'Forever' Holdings: In his first letter to shareholders, Abel announced the inclusion of Moody's and Apple into Berkshire's 'forever' holdings, with Moody's being the third-longest-held stock since 2000, boasting a 41% annual yield, showcasing its resilience in economic fluctuations.
- Valuation Considerations for Apple: While Abel considers Apple a long-term investment, the decision raises eyebrows given Buffett's sale of 75% of Berkshire's Apple shares prior to retirement, especially with Apple's current P/E ratio at 33.4, reflecting a commitment to value investing.
- Impact of Share Buybacks: Since 2013, Apple has repurchased over $841 billion in shares, reducing its outstanding shares by 44%, a strategy that has significantly boosted earnings per share, indicating that Abel's decisions may influence Berkshire's stake in Apple, reflecting sensitivity to market dynamics.
See More
