For the third quarter of 2026, analysts expect Intel to report revenue of $13.85 billion and an EPS of $0.28, with the stock currently trading at $23.82 against an average price target of $27.15.
Investors are primarily focused on the financial trajectory of the Intel Foundry segment as it works toward narrowing its substantial operating losses.
The market is also looking for updates on the manufacturing readiness of the 18A process node and the adoption rates of Gaudi 3 AI accelerators. Additionally, progress on the company's multi-year $10 billion cost-reduction initiative remains a critical component of the recovery narrative.