Intel (INTC) stock returned 136.3% in the year to October 26, 2026, against 14.3% for the S&P 500. Data center sales reached $6.3 billion in fiscal Q2 2026, up 59% from a year earlier, and the company posted a 12.2% operating margin, against an operating loss of 10.0% of revenue in fiscal Q2 2025. Intel Foundry still lost $2.1 billion at the operating level in that quarter, $348 million less than the prior quarter, and outside customers paid $293 million of its $5.8 billion revenue. Investors now pay 8.1 times sales for Intel, against 3.2 times for the S&P 500, while the company still reported an $11.0 billion net loss in fiscal Q2 2026. The article argues the business has changed less than the share price, which fell 26.4% from September 25 to October 26, 2026.
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