Analysts expect Intel to report Q1 2026 revenue of approximately $12.38 billion and adjusted EPS of $0.01, with the stock currently trading near $66.26 against an average price target of $51.00.
The key metric for this report is the Intel Foundry operating loss, as investors look for signs that the capital-intensive manufacturing turnaround is nearing a bottom.
While Intel shares have surged 74% year-to-date on optimism surrounding the 18A process node and "Terafab" AI partnerships, the company faces near-term margin pressure from high production costs and PC market softness.
Management commentary regarding the high-volume ramp of Panther Lake processors and external foundry revenue will be critical to sustaining the recent rally.