Intel Corp.

9 hours ago · seekingalpha.com

Intel reported Q3 revenues of $16.5 billion, up 20% year-over-year but in-line with estimates, ending its streak of large top-line beats. Non-GAAP gross margins improved to 44.1% and adjusted net income surged 169% to $2.8 billion, driving a strong non-GAAP EPS beat. Management warned of accelerating PC market weakness, guiding Q4 revenues to $15–$16 billion, well below consensus, with further softness expected into 2027.

10 hours ago · seekingalpha.com

Intel Corporation faces tremendous headwinds as PC market weakness and supply chain constraints weigh heavily on near-term earnings momentum. Despite setbacks, data center and AI revenue is expected to maintain its strong growth momentum, providing a much-needed hedge against the PC headwinds. Nevertheless, PC market TAM is projected to decline 12% in 2026 and another 10% in 2027, dampening near-term recovery prospects.

12 hours ago · fool.com

Intel is seeing strong server CPU growth, but a slowing PC market will hurt its results. The stock is now trading at a more reasonable valuation following its collapse, but it still trades at an unwarranted premium in my view.

22 hours ago · seekingalpha.com

PC demand destruction from the ongoing memory supply crunch may persist through 2027, with it underscoring the deterioration in INTC's top-line driver. The supply-constrained Intel 3 Granite Rapids and underutilized 18A platform imply a potential moderation in its x86 server CPU market share. Despite the underwhelming FQ4'26 guidance triggering a steep meltdown, INTC's expensive P/E of 59.95x implies a further downside/consolidation risk.

1 day ago · fool.com

Intel's 18A manufacturing process is finally shipping in real products. The U.S. government, Nvidia, and SoftBank together invested roughly $15.9 billion in Intel common stock in 2025.

1 day ago · fool.com

The decline in PC shipments led to weaker-than-expected guidance from Intel. Investors may now be wondering whether AMD will follow suit when it reports its quarterly results next week.

2 days ago · 247wallst.com

Intel just suffered its worst month in over four decades, and the analyst community is split on whether the stock represents a historic buying opportunity or a value trap with more pain ahead.

2 days ago · finbold.com

Intel (NASDAQ: INTC) stock is facing renewed selling pressure after plunging almost 30% on Friday following the semiconductor company's third-quarter earnings report.

2 days ago · fool.com

Intel stock tumbled on disappointing guidance for the fourth quarter, due in part to weak PC sales. AMD and Arm, two peer CPU stocks, fell double digits on the news.

2 days ago · fool.com

Surging memory prices are denting Intel's PC chip sales. Supply shortages are likely to persist into 2027 and perhaps even longer.