The massive EPS beat and raised guidance suggest Intel's turnaround under new leadership is gaining traction, particularly in AI and foundry. Monitor DCAI and Foundry segment growth in future quarters as key indicators of sustained momentum.
Price Chart
Executive Summary
Intel reported Q1 2026 revenue of $13.6 billion (+7% YoY) and non-GAAP EPS of $0.29, a massive beat versus consensus of $0.01. Guidance for Q2 2026 was strong at $13.8-$14.8 billion and $0.20 non-GAAP EPS, signaling continued momentum in AI-driven CPU and foundry demand.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $13.6B (+7% YoY)
- Q1 2026 non-GAAP EPS: $0.29 (consensus: $0.01)
- Q2 2026 revenue guidance: $13.8B-$14.8B
- Q2 2026 non-GAAP EPS guidance: $0.20
- Data Center and AI (DCAI) revenue up 22% YoY
- Intel Foundry revenue up 16% YoY
Financial Impact
Revenue beat by $1.17B, EPS beat by $0.28
Risk Factors
- GAAP net loss of $3.7B due to restructuring charges
- Goodwill impairment at Mobileye unit
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000050863-26-000077 |
| Document: intc-20260423.htm | 0000050863-26-000077 |
| Document: 0000050863-26-000077-index-headers.html | 0000050863-26-000077 |
| Document: 0000050863-26-000077-index.html | 0000050863-26-000077 |
| Document: 0000050863-26-000077.txt | 0000050863-26-000077 |
| 8-K Data (Synthetic) | 0000050863-26-000077 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 8, 2026 23d ago | ANALYST-UPGRADE | — | awaiting T+20 | — | — |
Aug 14, 2026 7w ago | Insider Buy | $102.50 $97.19 | ▼ −5.18% | ▼ −3.19% | $120.00 (+17.07%) |
Aug 12, 2026 7w ago | 8-K | $104.56 $102.94 | ▲ +1.55% | ▼ −0.20% | $120.00 (−14.77%) |
Aug 10, 2026 7w ago | 424B5 | $97.52 $104.47 | ▼ −7.13% | ▼ −8.04% | $120.00 (−23.05%) |
Aug 10, 2026 7w ago | S-3ASR | $97.52 $104.47 | ▲ +7.13% | ▲ +8.04% | $120.00 (+23.05%) |
Jul 28, 2026 9w ago | Court Ruling | $86.30 $87.48 | ▲ +1.37% | ▼ −2.01% | $120.00 (+39.05%) |
Jun 25, 2026 14w ago | ANALYST-UPGRADE | — | awaiting T+20 | — | — |
Jun 11, 2026 16w ago | ANALYST-UPGRADE | $116.96 $112.54 | ▼ −3.78% | ▼ −5.67% | $120.00 (+2.60%) |
Apr 30, 2026 22w ago | 8-K | $99.62 $109.35 | ▲ +9.77% | ▲ +4.50% | $120.00 (+20.46%) |
Apr 29, 2026 22w ago | 424B5 | $94.53 $114.62 | ▲ +21.25% | ▲ +16.03% | $120.00 (+26.95%) |
US Market Status
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