Analyst Consensus ?
ConsensusHold83 ratings
Bullish3137.4%
Neutral4554.2%
Bearish78.4%
1 unmapped firm rating excluded from the percentages.
Intel Corp. · INTC · FY2025 Q4 · Calendar Q1 2026
Intel demand holds up, but supply and margin pressure weigh on outlook
The quarter supports a mixed view: AI-linked demand and product and foundry progress provide growth support, but supply constraints, yields, memory costs and lower near-term guidance weaken the case for a clean recovery.
Reported After market closeNASDAQTechnology
$606.44B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.15
Consensus $0.08
EPS surprise
+84.4%
Reported versus consensus
Reported revenue
$13.67B
Consensus $13.43B
Revenue surprise
+1.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-17.0%
Event window
SPY move
+0.0%
Same window
Abnormal move
-17.1%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
-3.2%
Up to 20 sessions
INTCSPY benchmark
Ask FN2 about INTC FY2025 Q4
Transcript, numbers and history already loaded
Why did INTC fall 17.0% after beating EPS estimates in FY2025 Q4?What changed in INTC's guidance and outlook in FY2025 Q4?Give me the bull and bear case for INTC after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, guidance sentiment moved from maintained to lowered. The current analysis also highlights memory-cost pressure, persistent supply limits and a server roadmap transition, while citing progress on 18A, 14A, custom ASICs and advanced packaging.
Guidance delta
Guidance sentiment moved from maintained in the prior quarter to lowered, with lower Q1 2026 revenue and margin expected before a potential supply recovery and margin expansion.
Key takeaways
- Q4 revenue was above guidance, while non-GAAP EPS was $0.15.
- AI demand supports client, data-center and ASIC activity.
- Supply constraints and below-standard yields limited upside.
- 18A production and 14A development advanced alongside foundry efforts.
- Q1 2026 guidance is lower, with expected margin pressure.
Management priorities
- Scale 18A production and continue 14A development
- Deliver Core Ultra Series 3 and advance Diamond and Coral Rapids
- Expand external foundry and advanced packaging offerings
- Develop custom ASIC and design-service opportunities
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Miss
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Analyst 52W Price Targets
$120Current
$18Low
$74.49Average
$200High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| TD Cowen | Hold | Hold | Maintain | Sep 24, 2026 |
| Tigress Financial | Buy | Buy | Maintain | Sep 15, 2026 |
| Northland Capital Markets | Outperform | Market Perform | Upgrade | Sep 8, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Sep 4, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 12, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 12, 2026 |
| Baird | Neutral | Neutral | Maintain | Jul 27, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jul 24, 2026 |
| Wedbush | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Truist Securities | Hold | Hold | Maintain | Jul 24, 2026 |
| Stifel | Hold | Hold | Maintain | Jul 24, 2026 |
| Roth Capital | Buy | Buy | Maintain | Jul 24, 2026 |
| Rosenblatt | Sell | Sell | Maintain | Jul 24, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 24, 2026 |
| JP Morgan | Underweight | Underweight | Maintain | Jul 24, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | Jul 16, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 14, 2026 |
| Goldman Sachs | Neutral | Sell | Upgrade | Jun 25, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jun 1, 2026 |
| Citigroup | Buy | Buy | Maintain | May 18, 2026 |
| Benchmark | Buy | Buy | Maintain | May 18, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | May 4, 2026 |
| Freedom Broker | Buy | Hold | Upgrade | Apr 28, 2026 |
| Needham | Hold | Hold | Maintain | Apr 24, 2026 |
| Jefferies | Hold | Hold | Maintain | Apr 24, 2026 |
| HSBC | Buy | Hold | Upgrade | Apr 21, 2026 |
| KGI Securities | Neutral | Outperform | Downgrade | Apr 20, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Apr 16, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jan 23, 2026 |
| Seaport Global | Buy | Neutral | Upgrade | Jan 20, 2026 |
| Melius Research | Buy | Hold | Upgrade | Jan 5, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Sep 29, 2025 |
| Roth MKM | Neutral | Neutral | Maintain | Jan 31, 2025 |
| Raymond James | Market Perform | Outperform | Downgrade | Aug 2, 2024 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | May 16, 2024 |
| Summit Insights Group | Hold | Buy | Downgrade | Jan 26, 2024 |
| BMO Capital | Market Perform | Market Perform | Maintain | Jul 28, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Jan 27, 2023 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Jan 27, 2023 |
| DZ Bank | Sell | Hold | Downgrade | Aug 2, 2022 |
| Atlantic Equities | Underweight | Neutral | Downgrade | May 10, 2021 |
| Loop Capital | Sell | Sell | Maintain | Mar 24, 2021 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Apr 24, 2020 |
| Argus Research | Buy | Hold | Upgrade | Mar 25, 2020 |
| Northland Securities | Market Perform | Outperform | Downgrade | Jan 27, 2020 |
| Nomura | Buy | Buy | Maintain | Jan 24, 2020 |
| Bank of America | Buy | Buy | Maintain | Dec 2, 2019 |
| Northland | Outperform | Market Perform | Upgrade | Oct 25, 2019 |
| Argus | Hold | Buy | Downgrade | Apr 29, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 27, 2018 |
| B. Riley FBR | Buy | Buy | Maintain | May 5, 2018 |
| B. Riley Securities | Buy | Buy | Maintain | Apr 27, 2018 |
| B. Riley | Buy | Buy | Maintain | Apr 27, 2018 |
| Canaccord Genuity | Hold | Hold | Maintain | Nov 17, 2017 |
| Hilliard Lyons | Buy | Long Term Buy | Maintain | Jul 12, 2017 |
| Macquarie | Outperform | Outperform | Maintain | Mar 31, 2017 |
| Charter Equity | Buy | Market Perform | Upgrade | Oct 19, 2016 |
| Brean Capital | Buy | Buy | Maintain | Oct 18, 2016 |
| Pacific Crest | Overweight | Overweight | Maintain | Oct 3, 2016 |
| CLSA | Underperform | Underperform | Maintain | Sep 19, 2016 |
| Oppenheimer | Perform | Perform | Maintain | Jul 21, 2016 |
| MKM Partners | Buy | Buy | Maintain | Jul 21, 2016 |
| Summit Research Partners | Buy | Buy | Maintain | Apr 18, 2016 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Apr 4, 2016 |
| JMP Securities | Market Outperform | Market Perform | Upgrade | Nov 20, 2015 |
| Drexel Hamilton | Hold | Buy | Downgrade | Aug 7, 2015 |
| Ascendiant Capital | Hold | Sell | Upgrade | Jul 16, 2015 |
| Hamburger Sparkasse | Neutral | Sell | Upgrade | Feb 9, 2015 |
| Imperial Capital | Outperform | Outperform | Maintain | Nov 21, 2014 |
| Topeka | Buy | Buy | Maintain | Apr 16, 2014 |
| Topeka Capital | Buy | Buy | Maintain | Apr 15, 2014 |
| FBR Capital | Outperform | Outperform | Maintain | Apr 15, 2014 |
| ISI Group | Neutral | Neutral | Maintain | Apr 10, 2014 |
| PiperJaffray | Neutral | Underweight | Upgrade | Aug 19, 2013 |
| Piper Sandler | Neutral | Underweight | Upgrade | Aug 19, 2013 |
| Evercore Partners | Underweight | Equal Weight | Downgrade | Jul 8, 2013 |
| Standpoint Research | Hold | Buy | Downgrade | May 1, 2013 |
| Argus Capital | Hold | Buy | Downgrade | Apr 11, 2013 |
| Lazard | Buy | Neutral | Upgrade | Jan 7, 2013 |
| Miller Tabak | Neutral | Neutral | Maintain | Dec 10, 2012 |
| Caris & Co. | Buy | Downgrade | Sep 26, 2012 | |
| Sterne Agee | Neutral | Neutral | Maintain | Sep 13, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $120. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Tigress Financial | Analyst unavailable | $145 | $97.14 | +20.8% | Sep 15, 2026 |
| Piper Sandler | Analyst unavailable | $110 | $106.24 | -8.3% | Sep 9, 2026 |
| Northland Securities | Analyst unavailable | $120 | $95.8 | +0.0% | Sep 8, 2026 |
| Mizuho Securities | Analyst unavailable | $92 | $91.67 | -23.3% | Sep 4, 2026 |
| UBS | Timothy Arcuri | $112 | $97.71 | -6.7% | Aug 12, 2026 |
| Bernstein | Stacy Rasgon | $110 | $89.38 | -8.3% | Jul 27, 2026 |
| D.A. Davidson | Gil Luria | $100 | $97.2 | -16.7% | Jul 24, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $125 | $96.89 | +4.2% | Jul 24, 2026 |
| Wedbush | Matt Bryson | $98 | $100.23 | -18.3% | Jul 24, 2026 |
| Robert W. Baird | Tristan Gerra | $125 | $100.23 | +4.2% | Jul 24, 2026 |
| Stifel Nicolaus | Analyst unavailable | $110 | $100.23 | -8.3% | Jul 24, 2026 |
| Rosenblatt Securities | Hans Mosesmann | $80 | $100.23 | -33.3% | Jul 24, 2026 |
| Morgan Stanley | Joseph Moore | $84 | $100.23 | -30.0% | Jul 24, 2026 |
| KeyBanc | Analyst unavailable | $125 | $100.23 | +4.2% | Jul 24, 2026 |
| Wells Fargo | Aaron Rakers | $120 | $100.23 | +0.0% | Jul 24, 2026 |
| Mizuho Securities | Siti Panigrahi | $109 | $100.23 | -9.2% | Jul 24, 2026 |
| Seaport Global | Jay Goldberg | $125 | $100.23 | +4.2% | Jul 24, 2026 |
| Roth Capital | Suji Desilva | $120 | $100.23 | +0.0% | Jul 24, 2026 |
| Morgan Stanley | Analyst unavailable | $75 | $97.93 | -37.5% | Jul 20, 2026 |
| UBS | Analyst unavailable | $115 | $102.99 | -4.2% | Jul 16, 2026 |
| KeyBanc | Analyst unavailable | $155 | $103.12 | +29.2% | Jul 14, 2026 |
| UBS | Analyst unavailable | $121 | $103.95 | +0.8% | Jul 13, 2026 |
| Stifel Nicolaus | Ruben Roy | $120 | $112.54 | +0.0% | Jul 10, 2026 |
| HSBC | Frank Lee | $200 | $123.84 | +66.7% | Jul 2, 2026 |
| H.C. Wainwright | Analyst unavailable | $150 | $128.32 | +25.0% | Jun 29, 2026 |
| Goldman Sachs | James Schneider | $150 | $131.65 | +25.0% | Jun 25, 2026 |
| Mizuho Securities | Vijay Rakesh | $135 | $133.99 | +12.5% | Jun 21, 2026 |
| Bernstein | Stacy Rasgon | $100 | $117.05 | -16.7% | Jun 17, 2026 |
| Mizuho Securities | Analyst unavailable | $128 | $114.68 | +6.7% | Jun 1, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $114.68 | -8.3% | Jun 1, 2026 |
| Barclays | Tom O'Malley | $100 | $114.68 | -16.7% | Jun 1, 2026 |
| Melius Research | Benjamin Reitzes | $150 | $106.95 | +25.0% | May 18, 2026 |
| Mizuho Securities | Analyst unavailable | $124 | $129.44 | +3.3% | May 12, 2026 |
| Deutsche Bank | Analyst unavailable | $100 | $129.44 | -16.7% | May 12, 2026 |
| Mizuho Securities | Analyst unavailable | $100 | $108.15 | -16.7% | May 6, 2026 |
| Tigress Financial | Ivan Feinseth | $118 | $94.48 | -1.7% | Apr 30, 2026 |
| Barclays | Tom O'Malley | $65 | $82.57 | -45.8% | Apr 27, 2026 |
| Truist Financial | Analyst unavailable | $81 | $82.62 | -32.5% | Apr 24, 2026 |
| UBS | Timothy Arcuri | $83 | $82.64 | -30.8% | Apr 24, 2026 |
| Morgan Stanley | Analyst unavailable | $73 | $82.04 | -39.2% | Apr 24, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $90 | $82.42 | -25.0% | Apr 24, 2026 |
| RBC Capital | Analyst unavailable | $80 | $66.78 | -33.3% | Apr 24, 2026 |
| Roth Capital | Analyst unavailable | $100 | $66.78 | -16.7% | Apr 24, 2026 |
| Stifel Nicolaus | Analyst unavailable | $75 | $66.78 | -37.5% | Apr 24, 2026 |
| KeyBanc | Analyst unavailable | $110 | $66.78 | -8.3% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $75 | $66.78 | -37.5% | Apr 24, 2026 |
| Evercore ISI | Analyst unavailable | $95 | $66.78 | -20.8% | Apr 24, 2026 |
| Jefferies | Analyst unavailable | $80 | $66.78 | -33.3% | Apr 24, 2026 |
| Evercore ISI | Mark Lipacis | $111 | $66.78 | -7.5% | Apr 24, 2026 |
| HSBC | Frank Lee | $95 | $65.7 | -20.8% | Apr 21, 2026 |
| BNP Paribas | Analyst unavailable | $60 | $65.7 | -50.0% | Apr 21, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $65 | $68.5 | -45.8% | Apr 20, 2026 |
| Stifel Nicolaus | Ruben Roy | $65 | $68.5 | -45.8% | Apr 20, 2026 |
| KGI Securities | Analyst unavailable | $71 | $68.5 | -40.8% | Apr 20, 2026 |
| Bernstein | Analyst unavailable | $60 | $64.94 | -50.0% | Apr 16, 2026 |
| Melius Research | Benjamin Reitzes | $75 | $62.58 | -37.5% | Apr 10, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $60 | $61.72 | -50.0% | Apr 9, 2026 |
| D.A. Davidson | Analyst unavailable | $45 | $46.48 | -62.5% | Feb 12, 2026 |
| UBS | Analyst unavailable | $51 | $47.58 | -57.5% | Feb 2, 2026 |
| Tigress Financial | Analyst unavailable | $66 | $48.28 | -45.0% | Jan 28, 2026 |
| Morgan Stanley | Analyst unavailable | $41 | $45.08 | -65.8% | Jan 25, 2026 |
| RBC Capital | Srini Pajjuri | $48 | $45.07 | -60.0% | Jan 23, 2026 |
| Northland Securities | Analyst unavailable | $54 | $45.77 | -55.0% | Jan 23, 2026 |
| Evercore ISI | Analyst unavailable | $45 | $45.93 | -62.5% | Jan 23, 2026 |
| UBS | Analyst unavailable | $52 | $54.32 | -56.7% | Jan 23, 2026 |
| Mizuho Securities | Analyst unavailable | $48 | $54.32 | -60.0% | Jan 23, 2026 |
| Stifel Nicolaus | Analyst unavailable | $42 | $54.32 | -65.0% | Jan 23, 2026 |
| KeyBanc | Analyst unavailable | $65 | $54.32 | -45.8% | Jan 23, 2026 |
| Roth Capital | Analyst unavailable | $50 | $54.32 | -58.3% | Jan 23, 2026 |
| Bernstein | Stacy Rasgon | $36 | $52.98 | -70.0% | Jan 21, 2026 |
| Seaport Global | Jay Goldberg | $65 | $49.27 | -45.8% | Jan 20, 2026 |
| HSBC | Analyst unavailable | $50 | $46.99 | -58.3% | Jan 20, 2026 |
| Jefferies | Analyst unavailable | $45 | $48.32 | -62.5% | Jan 16, 2026 |
| Barclays | Tom O'Malley | $45 | $48.72 | -62.5% | Jan 15, 2026 |
| RBC Capital | Srini Pajjuri | $50 | $48.72 | -58.3% | Jan 14, 2026 |
| UBS | Timothy Arcuri | $49 | $48.12 | -59.2% | Jan 14, 2026 |
| KeyBanc | Analyst unavailable | $60 | $44.06 | -50.0% | Jan 13, 2026 |
| Melius Research | Analyst unavailable | $50 | $39.38 | -58.3% | Jan 5, 2026 |
| KGI Securities | Analyst unavailable | $52 | $40.3 | -56.7% | Dec 9, 2025 |
| Tigress Financial | Analyst unavailable | $52 | $37.66 | -56.7% | Nov 4, 2025 |
| Truist Financial | William Stein | $39 | $38.16 | -67.5% | Oct 24, 2025 |
| Wedbush | Matt Bryson | $20 | $38.12 | -83.3% | Oct 22, 2025 |
| Mizuho Securities | Analyst unavailable | $39 | $36.33 | -67.5% | Oct 13, 2025 |
| HSBC | Analyst unavailable | $24 | $37.17 | -80.0% | Oct 7, 2025 |
| UBS | Analyst unavailable | $40 | $37.48 | -66.7% | Oct 6, 2025 |
| Deutsche Bank | Analyst unavailable | $30 | $35.5 | -75.0% | Sep 29, 2025 |
| Benchmark Co. | Analyst unavailable | $43 | $29.52 | -64.2% | Sep 19, 2025 |
| Roth Capital | Analyst unavailable | $30 | $30.57 | -75.0% | Sep 18, 2025 |
| Bernstein | Analyst unavailable | $21 | $19.51 | -82.5% | Apr 22, 2025 |
| Barclays | Tom O'Malley | $19 | $19.51 | -84.2% | Apr 22, 2025 |
| Susquehanna | Christopher Rolland | $22 | $19.23 | -81.7% | Apr 16, 2025 |
| UBS | Timothy Arcuri | $22 | $20.31 | -81.7% | Apr 14, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $29 | $27.39 | -75.8% | Feb 18, 2025 |
| Truist Financial | William Stein | $22 | $20.83 | -81.7% | Dec 16, 2024 |
| Bernstein | Stacy Rasgon | $25 | $23.18 | -79.2% | Dec 2, 2024 |
| Deutsche Bank | Ross Seymore | $25 | $23.2 | -79.2% | Nov 1, 2024 |
| Barclays | Blayne Curtis | $25 | $23.2 | -79.2% | Nov 1, 2024 |
| Goldman Sachs | Toshiya Hari | $21 | $22.52 | -82.5% | Oct 17, 2024 |
| Robert W. Baird | Tristan Gerra | $20 | $22.32 | -83.3% | Sep 23, 2024 |
| Bank of America Securities | Vivek Arya | $21 | $21.48 | -82.5% | Sep 17, 2024 |
| BNP Paribas | Jerome Ramel | $18 | $21.5 | -85.0% | Sep 17, 2024 |
| Citigroup | Christopher Danely | $25 | $20.91 | -79.2% | Sep 17, 2024 |
| Northland Securities | Gus Richard | $21 | $10.28 | -82.5% | Sep 3, 2024 |
| Mizuho Securities | Vijay Rakesh | $22 | $18.99 | -81.7% | Aug 7, 2024 |
| Bank of America Securities | Vivek Arya | $23 | $21.48 | -80.8% | Aug 2, 2024 |
| Morgan Stanley | Joseph Moore | $25 | $29.05 | -79.2% | Aug 2, 2024 |
| Stifel Nicolaus | Ruben Roy | $28 | $29.05 | -76.7% | Aug 2, 2024 |
| Goldman Sachs | Toshiya Hari | $22 | $29.05 | -81.7% | Aug 2, 2024 |
| Deutsche Bank | Ross Seymore | $38 | $30.58 | -68.3% | May 13, 2024 |
| Stifel Nicolaus | Ruben Roy | $34 | $30 | -71.7% | May 8, 2024 |
| Barclays | Tom O'Malley | $40 | $35.11 | -66.7% | Apr 26, 2024 |
| HSBC | Frank Lee | $37 | $34.41 | -69.2% | Apr 23, 2024 |
| Susquehanna | Christopher Rolland | $40 | $36.26 | -66.7% | Apr 17, 2024 |
| Susquehanna | Christopher Rolland | $42 | $40.04 | -65.0% | Apr 4, 2024 |
| Truist Financial | William Stein | $45 | $40.6 | -62.5% | Apr 3, 2024 |
| Roth Capital | Suji Desilva | $45 | $43.94 | -62.5% | Apr 3, 2024 |
| Stifel Nicolaus | Ruben Roy | $45 | $43.94 | -62.5% | Apr 3, 2024 |
| Wolfe Research | Chris Caso | $31 | $43.94 | -74.2% | Apr 3, 2024 |
| UBS | Timothy Arcuri | $50 | $44.17 | -58.3% | Apr 1, 2024 |
| CFRA | Angelo Zino | $45 | $42.2 | -62.5% | Mar 20, 2024 |
| KGI Securities | Derek Chang | $50 | $41.86 | -58.3% | Dec 6, 2023 |
| Mizuho Securities | Vijay Rakesh | $50 | $41.34 | -58.3% | Nov 15, 2023 |
| Goldman Sachs | Toshiya Hari | $28 | $36.54 | -76.7% | Oct 16, 2023 |
| KeyBanc | John Vinh | $35 | $35.93 | -70.8% | Oct 4, 2023 |
| Rosenblatt Securities | Hans Mosesmann | $17 | $36.88 | -85.8% | Jul 28, 2023 |
| Needham | Quinn Bolton | $36 | $36.83 | -70.0% | Jul 27, 2023 |
| Bernstein | Stacy Rasgon | $20 | $32.28 | -83.3% | Mar 30, 2023 |
| Morgan Stanley | Joseph Moore | $28 | $25.56 | -76.7% | Feb 23, 2023 |
| Mizuho Securities | Vijay Rakesh | $32 | $29.47 | -73.3% | Nov 22, 2022 |
| Credit Suisse | Analyst unavailable | $28 | $30.71 | -76.7% | Nov 16, 2022 |
| J.P. Morgan | Analyst unavailable | $32 | $30.43 | -73.3% | Nov 11, 2022 |
| KeyBanc | John Vinh | $30 | $28.3 | -75.0% | Nov 1, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $20 | $29.11 | -83.3% | Oct 28, 2022 |
| KGI Securities | Christine Wang | $28 | $26.27 | -76.7% | Oct 28, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $29.5 | $29.07 | -75.4% | Oct 28, 2022 |
| Evercore ISI | C J Muse | $30 | $29.07 | -75.0% | Oct 28, 2022 |
| Citigroup | Christopher Danely | $27 | $29.07 | -77.5% | Oct 28, 2022 |
| Robert W. Baird | Tristan Gerra | $34 | $29.07 | -71.7% | Oct 28, 2022 |
| BMO Capital | Ambrish Srivastava | $28 | $26.27 | -76.7% | Oct 28, 2022 |
| Credit Suisse | Randy Abrams | $37 | $29.07 | -69.2% | Oct 28, 2022 |
| Citigroup | Christopher Danely | $27 | $29.07 | -77.5% | Oct 28, 2022 |
| Citigroup | Christopher Danely | $27 | $29.07 | -77.5% | Oct 28, 2022 |
| Barclays | Blayne Curtis | $30 | $25.36 | -75.0% | Oct 12, 2022 |
| Needham | Quinn Bolton | $32 | $25.07 | -73.3% | Oct 11, 2022 |
| Northland Securities | Gus Richard | $26 | $12.87 | -78.3% | Oct 10, 2022 |
| Deutsche Bank | Analyst unavailable | $35 | $30.22 | -70.8% | Sep 8, 2022 |
| Deutsche Bank | Ross Seymore | $45 | $36.31 | -62.5% | Jul 30, 2022 |
| Needham | Quinn Bolton | $40 | $35.5 | -66.7% | Jul 29, 2022 |
| UBS | Analyst unavailable | $41 | $36.45 | -65.8% | Jul 29, 2022 |
| Truist Financial | Analyst unavailable | $40 | $36.34 | -66.7% | Jul 29, 2022 |
| Deutsche Bank | Analyst unavailable | $38 | $35.7 | -68.3% | Jul 29, 2022 |
| Morgan Stanley | Analyst unavailable | $36 | $35.52 | -70.0% | Jul 29, 2022 |
| Roth Capital | Analyst unavailable | $40 | $39.71 | -66.7% | Jul 29, 2022 |
| Barclays | Analyst unavailable | $35 | $39.71 | -70.8% | Jul 29, 2022 |
| Rosenblatt Securities | Analyst unavailable | $30 | $39.71 | -75.0% | Jul 29, 2022 |
| Robert W. Baird | Tristan Gerra | $40 | $39.71 | -66.7% | Jul 29, 2022 |
| Susquehanna | Analyst unavailable | $40 | $40.24 | -66.7% | Jul 19, 2022 |
| Susquehanna | Analyst unavailable | $45 | $37.33 | -62.5% | Jul 13, 2022 |
| Barclays | Analyst unavailable | $40 | $37.21 | -66.7% | Jul 11, 2022 |
| Citigroup | Analyst unavailable | $45 | $43.39 | -62.5% | Jun 6, 2022 |
| Needham | Quinn Bolton | $55 | $43.59 | -54.2% | May 1, 2022 |
| Credit Suisse | Randy Abrams | $60 | $43.59 | -50.0% | Apr 29, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $40 | $43.94 | -66.7% | Apr 29, 2022 |
| Citigroup | Christopher Danely | $55 | $45.67 | -54.2% | Apr 17, 2022 |
| Truist Financial | William Stein | $49 | $46.57 | -59.2% | Apr 11, 2022 |
| Morgan Stanley | Joseph Moore | $47 | $47.93 | -60.8% | Mar 3, 2022 |
| Northland Securities | Gus Richard | $62 | $44.69 | -48.3% | Feb 22, 2022 |
| Roth Capital | Sujeeva De Silva | $48 | $44.69 | -60.0% | Feb 22, 2022 |
| Needham | Quinn Bolton | $60 | $44.69 | -50.0% | Feb 21, 2022 |
| Jefferies | Mark Lipacis | $48 | $44.69 | -60.0% | Feb 21, 2022 |
| Bank of America Securities | Vivek Arya | $52 | $45.04 | -56.7% | Feb 20, 2022 |
| Susquehanna | Christopher Rolland | $52 | $45.04 | -56.7% | Feb 18, 2022 |
| SMBC Nikko | Srini Pajjuri | $62 | $45.04 | -48.3% | Feb 18, 2022 |
| BMO Capital | Ambrish Srivastava | $50 | $45.04 | -58.3% | Feb 18, 2022 |
| Mizuho Securities | Vijay Rakesh | $53 | $45.04 | -55.8% | Feb 18, 2022 |
| Deutsche Bank | Ross Seymore | $55 | $45.04 | -54.2% | Feb 18, 2022 |
| UBS | Timothy Arcuri | $53 | $45.04 | -55.8% | Feb 18, 2022 |
| Wells Fargo | Aaron Rakers | $60 | $47.57 | -50.0% | Feb 17, 2022 |
| Credit Suisse | John Pitzer | $70 | $48.44 | -41.7% | Feb 15, 2022 |
| Bernstein | Stacy Rasgon | $40 | $48.44 | -66.7% | Feb 15, 2022 |
| J.P. Morgan | Harlan Sur | $64 | $47.69 | -46.7% | Jan 27, 2022 |
| Citigroup | Christopher Danely | $58 | $52.04 | -51.7% | Jan 23, 2022 |
| Barclays | Blayne Curtis | $50 | $55.7 | -58.3% | Jan 16, 2022 |
| Tigress Financial | Ivan Feinseth | $72 | $52.74 | -40.0% | Jan 4, 2022 |
| Piper Sandler | Weston Twigg | $70 | $54.79 | -41.7% | May 20, 2021 |
| Atlantic Equities | Ianjit Bhatti | $45 | $54.81 | -62.5% | May 10, 2021 |
Track every rating change on INTC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationIntel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; and semiconductors comprising wafer fabrication, substrates, and other related products and services.…
Historical context
All INTC earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | — | +17.1% | Accenture: AI demand supports FY27 growth outlook, with execution risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
Get the INTC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-02T01:06:04.914342+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T01:06:04.911384+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-02. For educational purposes only; not investment advice.