Intel Corp. (INTC) Earnings Analysis

Intel Corp. (INTC) beat expectations in Q2 FY2026 on revenue of $16.1B versus the $14.4B estimate (+25.4% YoY) and EPS of $0.42. The next Intel Corp. (INTC) earnings date is Oct 22, 2026. Below is the full Intel Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Intel Corp. (INTC) Earnings Analysis — key stats

Next earnings dateOct 22, 2026
Latest reported quarterQ2 FY2026
Earnings verdictBeat
EPS beat rate6 of last 8 (quarters above estimate)
Avg next-day move±9.6% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±36.5% (options-derived · into Oct 22, 2026)
Institutional ownership47.5% (13F as of 2026-06-30)
Top 10 holders34.6% (of shares outstanding)
Insider activity7 buys / 5 sells (recent Form 4 filings)
Revenue$16.1B (vs $14.4B est · +11.7% surprise · +25.4% YoY)
EPS$0.42 (vs $0.21 est · +100.0% surprise · +222.4% YoY)
Share price$102.50 (-2.0%)
Market cap$517.0B

Intel Corp. (INTC) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$16.1B vs $14.4B est$0.42 vs $0.21 est+100.0%-10.0%Beat
Q2 FY2026$13.6B vs $12.4B est$0.29 vs $0.02 est+1428.7%+26.5%Beat
Q1 FY2026$13.7B vs $13.4B est$0.15 vs $0.08 est+84.4%-16.9%Mixed
Q4 FY2025$13.7B vs $13.2B est$0.23 vs $0.02 est+1191.4%+3.7%Beat
Q3 FY2025$12.9B vs $12.0B est$-0.10 vs $0.01 est-929.2%-11.9%Mixed
Q2 FY2025$12.7B vs $12.3B est$0.13 vs $0.01 est+1811.8%-2.6%Beat
Q1 FY2025$14.3B vs $13.8B est$0.13 vs $0.12 est+9.3%-1.6%Beat
Q4 FY2024$13.3B vs $13.0B est$-0.46 vs $-0.02 est-2090.5%+4.0%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.8.4%426.5M$59.5B-4.7%
Vanguard Capital Management LLC5.6%285.2M$39.8B+1.1%
State Street Corp4.3%216.8M$30.3B+1.2%
Nvidia Corp4.2%214.8M$30.0B+0.0%
Invesco Ltd.3.1%157.9M$22.0B+50.6%
Geode Capital Management, LLC2.2%110.3M$15.4B+0.7%
Fmr LLC1.9%94.4M$13.2B+64.2%
Undisclosed filer1.8%89.4M$12.5B+4.6%
Softbank Group Corp.1.7%87.0M$12.1B+0.0%
Primecap Management CO/Ca/1.5%75.3M$10.5B-0.7%

Recent insider transactions

InsiderRoleDateTypeSharesValue
TAN LIP BUdirector, officer: CEO2026-08-11Buy105K$10.0M
Chandrasekaran Nagasubramaniyanofficer: EVP, CT & Ops Off, GM Foundry2026-07-30Buy33K
Chandrasekaran Nagasubramaniyanofficer: EVP, CT & Ops Off, GM Foundry2026-07-30Sell15K$1.3M
Chandrasekaran Nagasubramaniyanofficer: EVP, CT & Ops Off, GM Foundry2026-07-30Sell33K
BARRATT CRAIG Hdirector2026-07-30Buy1K
Zinsner Davidofficer: EVP, CFO2026-06-01Buy37K
Zinsner Davidofficer: EVP, CFO2026-06-01Sell18K$2.0M
Zinsner Davidofficer: EVP, CFO2026-06-01Sell37K

What you'll find

Frequently asked questions

When is Intel Corp.'s next earnings date?
Intel Corp.'s (INTC) next scheduled earnings date is Oct 22, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Intel Corp. (INTC) beat or miss earnings?
In Q2 FY2026, Intel Corp. (INTC) posted beat results — revenue of $16.1B versus the $14.4B estimate (+11.7% surprise) and EPS of $0.42 versus $0.21 expected (+100.0% surprise). Magnisto decodes every Intel Corp. (INTC) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Intel Corp. beat earnings estimates?
Over its last 8 reported quarters, Intel Corp. (INTC) beat Wall Street EPS estimates 6 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Intel Corp. (INTC) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Intel Corp. stock move after earnings?
Over its last 8 quarterly reports, Intel Corp. (INTC) moved an average of ±9.6% the day after earnings — ranging from -16.9% (Q1 FY2026) to +26.5% (Q2 FY2026). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Oct 22, 2026, options-implied volatility is pricing in a move of roughly ±36.5% (derived). Magnisto tracks the realized post-earnings move for every Intel Corp. (INTC) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Intel Corp.?
Institutions hold about 47.5% of Intel Corp.'s (INTC) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.4%), Vanguard Capital Management LLC (5.6%), State Street Corp (4.3%). Magnisto lists Intel Corp.'s (INTC) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Intel Corp. (INTC)?
In the most recent Form 4 filings Magnisto tracks, Intel Corp. (INTC) insiders recorded 7 purchases and 5 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Intel Corp. (INTC) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Intel Corp. (INTC), anchored to the current $102.50 share price, so you can weigh the bull, base and bear cases for Intel Corp. side by side.
Is Intel Corp. (INTC) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Intel Corp. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.