Intel (INTC) Q4 Earnings Beat Expectations, 2026 Q1 Revenue Outlook Positive
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy INTC?
Source: seekingalpha
- Earnings Highlights: Intel's Q4 non-GAAP EPS of $0.15 exceeded expectations by $0.07, demonstrating resilience in profitability despite a 3.9% year-over-year revenue decline to $13.7 billion, which still surpassed market expectations by $310 million.
- Future Outlook: The company forecasts Q1 2026 revenue between $11.7 billion and $12.7 billion, with an expected EPS of $(0.21) and non-GAAP EPS of $0.00, indicating strategic adjustments to navigate market challenges.
- Market Reaction: Despite the earnings beat, Intel's shares fell by 3.8%, reflecting investor concerns about future profitability, which could impact the company's market confidence in the semiconductor sector.
- Industry Trends: Ahead of Intel's earnings release, semiconductor stocks received bullish views from analysts at Susquehanna, suggesting a positive outlook for the industry as a whole, potentially supporting Intel's future growth.
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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: 45.460
Low
20.00
Averages
39.30
High
52.00
Current: 45.460
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, 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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