Intel will release its Q3 2026 results after the US stock market closes on October 29. FactSet consensus estimates suggest revenue will increase by approximately 21% year-over-year to $16.5 billion, with adjusted earnings per share of $0.41, a 76.5% year-over-year increase; Q4 revenue is expected to be $17.1 billion. The market's focus is not only on whether it can exceed expectations, but also on whether the demand for AI servers can continue to translate into profits. Intel's Q2 data center and AI business revenue increased by 59% year-over-year to $6.3 billion, but server CPU supply remains a significant factor limiting shipments. Profitability is equally crucial: the company previously provided an adjusted gross margin guidance of approximately 42% for Q3. Furthermore, investors will be watching the progress of 18A process mass production, external customers for 14A process technology, and whether losses in the foundry business can continue to narrow. Intel's stock price surged this year, but has recently retreated from its highs, raising market expectations for its recovery prospects.
