Intel Corporation maintains a Buy rating as its stock trades near $87 ahead of its Q3 earnings report. Recent stock volatility has been influenced more by sector sentiment and competitive news rather than changes in Intel's fundamentals or earnings outlook. The company's server segment shows strong performance with 48% average selling price growth and a 61% revenue increase, which offsets weakness in the PC market. Key future catalysts include progress on the 14A process and gaining customer traction, although the softness in the PC market poses some near-term risks for shareholders.
Intel shares are trading at USD 87.34 on Pluang, up 0.44% as of Oct 26, 2026 21:21 WIB. The stock remains well below its 52-week high of USD 140.94, reflecting ongoing market challenges despite strong server segment growth.
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 g...
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...
