| INTC |
Report |
Revenue |
BEAT |
pred ~$14.60B vs. cons $14.40B |
MEDIUM |
| INTC |
Report |
Non-GAAP gross margin |
MISS |
pred ~38.50% vs. cons 39.50% |
MEDIUM |
| INTC |
Report |
DCAI revenue |
BEAT |
pred ~$5.70B vs. cons $5.60B |
MEDIUM |
| INTC |
Guide |
Q3 revenue |
LOWER |
guide ~$14.70B vs. cons $15.10B (Q3 2026) |
MEDIUM |
| INTC |
Guide |
Q3 non-GAAP gross margin |
LOWER |
guide ~38.50% vs. cons 40.00% (Q3 2026) |
MEDIUM |
| INTC |
Guide |
Q3 non-GAAP EPS |
LOWER |
guide ~$0.19 vs. cons $0.29 (Q3 2026) |
MEDIUM |
| INTC |
Guide |
Full-year adjusted free cash flow |
UNCHANGED |
guide ~$0.10B vs. cons $0.10B (FY 2026) |
LOW |
| INTC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.5% |
— |
MEDIUM |
| INTC |
Return |
5-day cumulative residual |
-12.0% (FOLLOW-THROUGH) |
A modest revenue/DCAI beat is likely outweighed by a gross-margin miss and lower Q3 revenue, margin, and EPS math; the implied H2 earnings reset should drive further downward revisions after the initial reaction. |
MEDIUM |