RBC Capital expects Intel to surpass earnings estimates and raise its outlook due to strong demand for AI infrastructure, particularly in server processors. This demand could lead to a 5% revenue beat and a 3-5% guidance increase, with double-digit growth in server CPU volumes expected through 2027. While AI-driven growth supports Intel, challenges remain from weak PC demand and supply constraints. Intel's upcoming Q3 report on October 29 will be closely watched for signs of easing supply issues and continued AI revenue growth.
As of Oct 26, 2026 20:13 WIB, Intel (INTC) trades at USD 88.46 on Pluang, up 1.72% for the day with a market cap of $459.68 billion. The stock's dividend yield stands at 2.24%, reflecting ongoing investor interest ahead of Intel's Q3 earnings report on October 29. The platform's typical hold time for Intel shares is 116 days, indicating moderate-term investor confidence in the company's technology sector prospects.
Intel will report its third-quarter results on October 29, with profit margins expected to be the key focus after shares dropped 13.24% since July. The last quarter showed record revenue and strong growth in data center and AI segments, but a large n...
Intel has developed transistor technology comparable to the best in the world, yet its foundry business struggles with losses and limited external customers. Meanwhile, TSMC dominates the foundry market with a large customer base, high gross margins,...
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Intel shares fell nearly 15% in a month despite posting its strongest revenue growth in 15 years, driven by a 25.4% year-over-year revenue increase. Key catalysts for a potential turnaround include ramping up Intel 18A chip production, accelerating d...
Intel's current valuation assumes a quick margin recovery and success in its foundry business, but these are not yet proven. While its DCAI segment shows strong growth, foundry revenue from external customers is still limited, with a significant oper...
