Intel (INTC) is scheduled to report third-quarter 2026 results after the close on Oct. 29, with Zacks consensus at $16.44 billion in sales and 39 cents per share in earnings. Over the past 60 days, 2026 EPS estimates rose from $1.47 to $1.50 and 2027 estimates from $1.93 to $1.99. Intel has beaten estimates in each of the past four quarters, with an average earnings surprise of 1,296.9%, and Zacks' model predicts a beat for the third quarter. During the quarter, Intel expanded its Google Cloud collaboration to deploy Gemini Enterprise across its workforce and introduced three AI platforms, while short-term margins may face pressure from shifting production to its Ireland facility, where wafer costs are higher. The stock has risen 119.9% over the past year, though the article flags risks from competition and China's push to replace U.S.-made chips.
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