Intel (INTC) Expected Q4 Revenue of $13.32 Billion, Down from Last Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy INTC?
Source: stocktwits
- Revenue Expectations: Analysts anticipate Intel's Q4 revenue to be $13.32 billion, a 6.6% decline from $14.26 billion last year, indicating increased pressure on the company amid competitive market conditions that may affect future investment confidence.
- Earnings Per Share Forecast: Consensus estimates for EPS stand at $0.08, down approximately 38.5% from $0.13 reported last year, reflecting a weakening in the company's profitability that could lead to a reevaluation of stock price by investors.
- Market Reaction: Intel's shares surged nearly 11% on Wednesday, trading near $53.9, demonstrating market optimism ahead of the earnings report, particularly as retail investors anticipate potential deal announcements.
- Strategic Investments: In 2025, Intel completed a series of strategic deals, including a $5 billion share sale to Nvidia and a $2 billion agreement with SoftBank, providing strong cash flow and enhancing its market position.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 108.150
Low
20.00
Averages
39.30
High
52.00
Current: 108.150
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial robotics and AI ecosystems at the edge. DCAI delivers workload-optimized solutions based upon its x86 architecture for data centers, including CPUs, AI accelerators, NICs, IPUs and custom ASICs, enabling performance and scalability for cloud, enterprise, telecommunication and HPC environments. The Intel Foundry segment comprises technology development, manufacturing and foundry services, developing new semiconductor process technologies and advanced packaging technologies. All Other segments include Mobileye and Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth: In Q1 2026, Intel's data center revenue grew by 22% year-over-year, indicating that under CEO Tan's leadership, the company is focusing on cost-cutting and efficient execution to drive positive business outcomes.
- Government Backing: The U.S. government's investment in Intel not only recognizes its technological capabilities but also signals that Intel will play a crucial role in reducing reliance on foreign semiconductor companies, enhancing its market position.
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See More
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- Intensifying Competition: Amazon's Trainium chips and Google's TPUs are gaining market attention, showcasing customer successes in in-house chip development, which could threaten Nvidia's market share, especially amid growing demand for AI services.
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- Tax Abatement Request: SpaceX is seeking a property tax abatement agreement from Grimes County, with a public hearing scheduled for June 3, which, if approved, could significantly reduce initial project costs and stimulate local economic growth.
- Partnership Development: Intel has joined the Terafab project to assist in designing and fabricating ultra-high-performance chips, marking its first major external commitment in capital-intensive foundry operations, which is expected to enhance its competitive position in the market.
- Strategic Positioning: Musk indicated that the Terafab initiative is part of a 15-year strategy aimed at securing priority in the global chip supply chain for Tesla and SpaceX, addressing geopolitical risks and meeting increasing demand.
See More
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- Investment Scale: Musk's Terafab project is set to cost at least $55 billion for its first phase, potentially scaling up to $119 billion for full buildout, significantly enhancing chip production capabilities for Tesla, SpaceX, and xAI, thereby ensuring their competitive edge in the global market.
- Strategic Partnership: Intel's commitment to join the Terafab project to design, fabricate, and package ultra-high-performance chips marks its first major external collaboration in the capital-intensive foundry sector, which is expected to further boost its market share in the AI domain.
- Supply Chain Control: Analysts highlight that Musk is embarking on a 15-year strategy to secure priority in the chip supply chain, particularly in light of capacity constraints at manufacturers like TSMC, which will provide Tesla and SpaceX with greater flexibility and security.
- Geopolitical Risk Management: Musk emphasized during a recent earnings call that establishing Terafab is crucial for protecting the company against geopolitical risks, a strategy that not only meets Tesla's chip demands but also strengthens its resilience in the global market.
See More
