Intel (INTC) News Today

Intel Corporation (INTC) — The stock is higher today after Intel’s Q3 results surprised the market and management raised fiscal‑Q4 EPS guidance, but the rally is tempered by mixed forward guidance and lingering analyst caution about strategy and valuation.

• Positive Sentiment: Q3 beat — Intel reported stronger-than-expected third-quarter revenue and adjusted EPS (beats consensus) that investors viewed as evidence the PC and data-center demand rebound is taking hold. Intel (INTC) Tops Q3 Earnings and Revenue Estimates
• Positive Sentiment: Upgraded guidance on EPS — Intel provided Q4 EPS guidance (0.080) above Street expectations, lifting near-term profitability outlook and supporting the rally. Intel (NASDAQ:INTC) Updates Q4 2025 Earnings Guidance
• Positive Sentiment: Return to profit / demand strength — The company swung to quarterly net income and management said it's struggling to meet demand because of supply constraints, signaling genuine demand recovery. Intel beats third-quarter profit estimates as cost cuts, investments pay off
• Neutral Sentiment: Broader market tailwinds — a risk-on session ahead of CPI supported chip stocks broadly, helping Intel’s move. Markets Strengthen Ahead of Friday CPI Report
• Neutral Sentiment: Analyst activity mixed — some firms upgraded/raised targets after the print but kept cautious ratings, so analyst action is supportive yet conservative. Intel (NASDAQ:INTC) Shares Up 3.4% Following Analyst Upgrade
• Negative Sentiment: Revenue guidance range and outlook worries — management’s Q4 revenue midpoint was close to, or slightly below, Street expectations and some commentary flagged cautious near-term visibility. Intel surpasses Q3 earnings expectations as outlook falls short of forecasts
• Negative Sentiment: Strategy / valuation concerns persist — some analysts say Intel’s AI strategy is less visible than rivals and that the recent rally may outpace fundamentals, keeping downside risk if execution slips. Analyst Says Intel (INTC) Doesn’t Have AI Strategy ‘As Visible’ As Top Rivals

Bottom line for investors: the earnings beat and improved EPS guidance are driving today’s uptick, but watch Q4 revenue execution, management commentary on AI/AI‑compute strategy, and analyst revisions — those will determine whether the move sticks.