Intel's Q2 2026 revenue surged 25.4% YoY to $16.1B, with gross margin recovering to 41.5% and operating income swinging to a $2.0B profit, suggesting a cyclical turnaround. However, the company reported a net loss of -$11.0B due to one-time charges, and its gr...
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Revenue jumped 25.4% YoY to $16.1B in Q2 2026, with gross margin improving to 41.5% and operating income swinging to a $2.0B profit, yet net loss of -$11.0B and operating margin of 12.3% remain below historical norms.
Intel's Data Center and AI segment has shown a 22% year-over-year growth in Q1 2026, benefiting from the shift towards CPU-driven workloads in AI.
Current demand for Intel's products is reportedly exceeding supply, which may lead to stable pricing and improved financial performance.
Intel Foundry Services is expected to attract external clients in late 2026 and 2027, which could drive significant growth.
Intel faces multi-year challenges in achieving profitability in its foundry business, risking its turnaround efforts.
Strong competition from AMD in the client compute market could lead to potential market share losses for Intel.
Some analysts find Intel's current stock levels hard to justify, citing ongoing execution risks and high forward P/E ratios.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $0.42+100.0% vs $0.21 | $16.1B+11.7% vs $14.4B |
Q2 2026 Apr 23, 2026 | $0.29+1428.7% vs $0.02 | $13.6B+9.3% vs $12.4B |
Q1 2026 Jan 22, 2026 | $0.15+84.4% vs $0.08 | $13.7B+1.8% vs $13.4B |
Q4 2025 Oct 23, 2025 | $0.23+1191.4% vs $0.02 | $13.7B+3.5% vs $13.2B |
Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.
Intel remains a Buy, with strong insider and institutional buying and robust government support reinforcing conviction in the long-term AI-driven growth story. Q2 delivered 25% YoY revenue growth, led by a 59% surge in data center and AI segments, with non-GAAP EPS and revenue both beating expectations. Technical setup is bullish after a double bottom near $80 and a breakout above $100, positioning INTC for a potential retest of all-time highs near $140.
Intel (INTC), the data-center and personal-computing chipmaker, carried Monday's Muse-driven CPU enthusiasm into Tuesday, with shares gaining approximately 0.5%
SK hynix Inc. receives a Buy rating, driven by record revenue, stellar profitability, and a fortified balance sheet amid surging AI memory demand. The investment thesis centers on HBM leadership and AI server exposure, not speculative Intel partnership headlines, which are still exploratory and non-essential. Q2 2026 results highlight 257% YoY revenue growth, 76% operating margin, and a net cash position of KRW 69.4 trillion, enabling disciplined investment.
Benchmark INTC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Intel Corp. (INTC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $123.86 | $624.75B | -2102.89 | -0.47% | -0.51% | -0.23% | — | |
| $623.77 | $1.02T | 235.38 | 34.34% | 15.58% | 10.07% | — | |
| $198.27 | $208.18B | 39.57 | 13.66% | 21.01% | 37.33% | — | |
| $228.87 | $5.54T | 46.71 | 65.47% | 63.66% | 110.11% | — | |
| $271.41 | $247.86B | 49.80 | 13.05% | 31.11% | 35.77% | — | |
| $364.54 | $1.73T | 76.42 | 23.87% | 41.87% | 44.01% | — |
Intel Corp. (INTC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Intel Corp. (INTC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
May 15, 2026·SEC
Apr 30, 2026·SEC
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Intel Corp. (INTC) stock FAQ — growth, dividends, profitability & financials explained
Intel Corp. (INTC) reported $57.03B in revenue for fiscal year 2025. This represents a 174% increase from $20.85B in 1996.
Intel Corp. (INTC) saw revenue decline by 0.5% over the past year.
Intel Corp. (INTC) reported a net loss of $11.29B for fiscal year 2025.
Intel Corp. (INTC) has a return on equity (ROE) of -0.2%. Negative ROE indicates the company is unprofitable.
Intel Corp. (INTC) generated $2.83B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
