Intel (INTC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
INTC heads into Q1 earnings with AI-driven momentum from new chips and expanding partnerships, but rising competition and foundry weakness cloud the outlook.
Intel, Taiwan Semiconductor and Nvidia shares have all gained over the last 12 months as the AI supply chain moves onshore.
Shares of Intel gained on Tuesday after falling on Monday as a rare upgrade from a previously bearish analyst added fresh momentum to the stock's strong run in 2026. The chipmaker's shares rose in early trading, building on a year-to-date surge driven largely by rising demand for central processing units (CPUs) from artificial intelligence hyperscalers.
Intel investors on Thursday will focus on its efforts to sort out supply chain issues that have limited the company's ability to ramp up chip production to meet rising demand from businesses adopting AI-related services.
GE Aerospace (GE) moved higher and 3M (MMM) shares slid after earnings. Diane King Hall explains what the key drivers are behind each mover.
The 2026 Q1 earnings season accelerates in a big way this week, with a wide variety of companies across sectors on deck to report their results. The earnings cycle has been dominated by finance so far, with big banks as the main highlight.
Intel Corp (NASDAQ:INTC, XETRA:INL) shares fell about 4% to around $65 on Wednesday, as analysts at Wedbush cautioned that the chipmaker's recent rally may be outpacing underlying fundamentals. In a note, the analysts wrote that Intel's stock has roughly doubled since its fourth quarter earnings report, driven by optimism around advanced packaging opportunities, potential foundry gains, and stronger CPU demand linked to artificial intelligence inference workloads.
Intel Corporation (NASDAQ:INTC) stock just earned a strong endorsement from Stifel analyst Ruben Roy, who raised the firm's price target from $42 to $65 while keeping a Hold rating on the shares.
Intel (NASDAQ:INTC) finally has a shot at making new all-time highs after an incredible melt-up year.
Evaluate the expected performance of Intel (INTC) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
A shift in the AI market helps the chip maker, but the stock has already tripled while Intel's turnaround is far from done.