Adj. EPS 0.38 (exp. 0.21), Revenue 16.1bln (exp. 14.42bln) (Intel (INTC) Q2 2026 (USD))
Market reaction INTC Up after news See the exact price path, 1m/15m move, and volume context. Open the live tape freeCFO comments
- Plans to raise 2026 capex to 20bln (prev. 18bln).
- Plans for capex to be up meaningfully in 2027.
- Signed long-term agreements with customers to supply CPUs and XPUs.
- Long-term chip supply agreements range from 3-5 years, with some including both volume and price commitments.
- 14A is ahead of where older technologies were at the sam point in the cycle.
Outlook
- Q3 revenue 15.8bln-16.8bln (exp. 15.06bln).
- Q3 adj. gross margin 42% (exp. 40.2%).
- Q3 adj. EPS 0.38 (exp. 0.27).