One-sentence summary
This dataset summarizes Intel Q3 2026 and Q4 guidance: Q3 GAAP revenue $16.5B up 21%, net income $3.32B down 18%; Q4 revenue guide $15-16B below estimates, and the stock fell over 28% on October 30.
Notes
- Figures in USD billions; GAAP and non-GAAP noted separately.
- Reported after US close October 29, 2026; stock reaction on October 30.
- Street expectation = Wall Street consensus.
Core Data
| model | Q3 2026 actual | Q4 guide / Street | Note |
|---|---|---|---|
| Revenue (GAAP) | $16.5B (+21%) | Guide $15-16B (est ~$17B) | Midpoint $15.5B |
| Net income | $3.32B (-18%) | — | Down YoY |
| Diluted EPS | $0.60 | Q4 GAAP guide $0.10 | Non-GAAP guide $0.25 vs est $0.43 |
| Non-GAAP gross margin | — | Guide 38.0% | Cost pressure |
| Data-center business | ~+80% YoY | — | Strong AI-server demand |
| Oct 30 close | $65.76 (-28%) | — | Market cap ~$349.2B |
| Market-cap wipeout | ~$150B in a day | — | Intraday down over 29% |
Field Notes
- PC slump: The company said PC weakness lasts at least to H1 2027.
- Israel fab incident: Kiryat Gat operational incident trimmed capacity expectations.
- Data-center growth: Partly offsets client weakness.
Sources
- Intel IR: Q3 2026 Earnings Release
- Securities Times: Q4 guidance far below expectations