Intel Earnings Preview: Strong Revenue Growth Expected, Focus on 18A Process Yield and External Order Progress

BlockBeats news, October 28 - Intel will release its financial report after the U.S. stock market closes on Thursday. The 18A yield and capacity ramp-up have entered the fulfillment period, and the landing of external foundry orders and the sustainability of server CPU supply shortages will become the focus of the financial report.

The revenue forecast for Q3 of fiscal year 2026 is $16.487 billion, expected to increase by 20.76% year-over-year; the net profit forecast is $1.523 billion, expected to decrease by 65.51% year-over-year.

Major investment banks have also given their respective forward-looking views: Bernstein said its server business growth is sufficient to offset the negative impact of a weak PC market; KeyBanc said supply chain tightness enhances server CPU pricing power and is a near-term catalyst; JPMorgan said that years of bearishness have been realized, the current risk and reward are becoming balanced, manufacturing yield and advanced packaging have made significant progress, and technological competitiveness has strengthened.