| INTC |
Report |
Q2 revenue |
BEAT |
pred ~$14.75B vs. cons $14.40B |
MEDIUM |
| INTC |
Report |
Q2 non-GAAP gross margin |
BEAT |
pred ~39.8% vs. cons 39.0% |
MEDIUM |
| INTC |
Report |
Q2 DCAI revenue |
BEAT |
pred ~$5.75B vs. cons $5.60B |
MEDIUM |
| INTC |
Guide |
Q3 revenue guidance |
BETTER |
guide ~$15.05B vs. cons $14.90B (Q3 2026) |
MEDIUM |
| INTC |
Guide |
Q3 non-GAAP gross-margin guidance |
LOWER |
guide ~39.5% vs. cons 40.0% (Q3 2026) |
MEDIUM |
| INTC |
Guide |
Q3 non-GAAP EPS guidance |
LOWER |
guide ~$0.24 vs. cons $0.27 (Q3 2026) |
LOW |
| INTC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
LOW |
| INTC |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Q2 beats of roughly $0.35B in revenue and 80 bps in gross margin are outweighed by Q3 EPS guidance near $0.24 versus $0.27 consensus and gross margin near 39.5% versus 40.0%; those implicit out-period cuts should pull estimates lower after the initial reaction. |
MEDIUM |