Intel Earnings Test AI-Fueled Rally
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Intel Earnings Test AI-Fueled Rally Faizan Farooque Wed, July 22, 2026 at 2:05 PM EDT 1 min read INTC AAPL This article first appeared on GuruFocus . Intel ( INTC , Financials ), the U.S. chipmaker and contract manufacturer , will report second-quarter results Thursday with investors looking for proof that its turnaround is gaining traction. Warning! GuruFocus has detected 4 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free DCF calculator. The stock remains up 185% this year despite falling more than 25% from its June 22 record close. Wall Street expects revenue of $14.42 billion, up 12.1% from a year earlier, according to LSEG data. That would mark Intel's fastest quarterly growth in about six years. Adjusted earnings are forecast at 21 cents per share. Demand for central processors has improved as companies use more CPUs alongside graphics chips to support AI agents and data center workloads. Intel's data center and AI revenue is expected to rise 36.4% to $5.37 billion. Investors also want updates on the foundry business. Recent customer wins have improved sentiment, while a possible manufacturing agreement with Apple would add credibility if confirmed. Still, Intel faces weaker PC demand and heavy spending on new production technology. Adjusted gross margin is expected at 38.8%, well below historical levels. The report will need to show that stronger AI demand and foundry momentum can translate into better profits, not just faster sales growth.
AI 시장 분석
Intel is approaching its Q2 earnings announcement, with Wall Street expecting revenue of $14.42 billion, up 12.1% year-over-year. In particular, revenue from the datacenter and AI segments is projected to surge 36.4% to $5.37 billion. Although the stock price has risen 185% since the beginning of the year, it has undergone a 25% correction from its June peak. This earnings report will serve as a major test to verify whether AI demand and the foundry turnaround are translating into actual profitability improvements.
상승 영향
- Semiconductors — Datacenter and AI segment revenue is expected to increase by 36.4%, proving the recovery of the semiconductor industry.
하락 영향
- PC — Weakened PC demand and massive production technology investment costs are expected to bring the adjusted gross margin down to 38.8%, below historical levels.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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