Intel Corp Stock Price, News & Analysis

Intel (NASDAQ: INTC) reported Q3 2025 revenue of $13.7B, up 3% year‑over‑year, GAAP net income attributable to Intel of $4.1B and GAAP EPS of $0.90 (non‑GAAP EPS $0.23). Gross margin improved to 38.2% (GAAP), R&D and MG&A declined ~20%, and the company generated $2.5B cash from operations. Intel received $5.7B of U.S. government funding this quarter and completed investments including $5B from NVIDIA and $2B from SoftBank. Intel sold a 51% stake in Altera and received related proceeds. Q4 2025 guidance: revenue $12.8B–$13.8B, GAAP EPS $(0.14), non‑GAAP EPS $0.08. Intel is consulting with the SEC on accounting for U.S. government transactions, which could materially change results.

Mobileye (Nasdaq:MBLY) reported Q3 2025 revenue of $504M, up 4% year-over-year, and GAAP diluted EPS of $(0.12) with adjusted diluted EPS of $0.09. The company raised its full-year 2025 revenue outlook to $1,845M–$1,885M, implying 12%–14% revenue growth. Operating cash flow for the nine months ended Sept 27, 2025 was $489M, and cash and equivalents were $1.7B after a $100M Q3 share buyback. Operating margin improved to (22%) from (578%) in Q3 2024, primarily due to the non-recurrence of a prior goodwill impairment. Adjusted operating income guidance was raised to a range of $263M–$286M for 2025.

TurinTech and Intel (INTC) announced a collaboration to deliver a fully offline, on-device version of TurinTech’s Artemis AI engineering platform optimized for Intel-powered AI PCs.

Artemis is adapted for Intel Core Ultra processors, uses Intel XPU architecture and OpenVINO to allocate CPU, GPU, and NPU resources, and is designed to run without cloud connectivity to improve performance, privacy, security, and cost efficiency for developers and enterprises.

The partners will jointly showcase Artemis on Intel platforms and Intel engineers will use Artemis to optimize development and workloads on Intel hardware.

Intel (INTC) unveiled the Panther Lake architecture: Intel Core Ultra series 3, the first client SoCs built on Intel 18A, with high-volume production at Arizona Fab 52 set to begin later in 2025. Panther Lake promises >50% faster CPU and graphics vs prior generation, up to 180 Platform TOPS for AI, and initial SKUs shipping before year-end with broad availability in Jan 2026. Intel also previewed Xeon 6+ (Clearwater Forest) on 18A with up to 288 E-cores and a 17% IPC uplift, targeted for H1 2026. Intel says 18A delivers up to 15% better perf/watt and 30% improved density vs Intel 3, and Fab 52 supports domestic high-volume manufacturing as part of a $100 billion investment.

Mobileye (Nasdaq: MBLY) will release third quarter 2025 financial results on Thursday, October 23, 2025, before market open.

The company will host a conference call at 8:00 AM ET / 3:00 PM IT to review results and provide a business update. Presenters include Amnon Shashua (CEO), Moran Shemesh Rojansky (CFO), Nimrod Nehushtan (EVP – Business Development and Strategy), and Dan Galves (CCO). The call will be streamed live via webcast on Mobileye’s investor relations site and a replay will be available shortly after the event.

Intel (NASDAQ: INTC) will report third-quarter 2025 financial results on Thursday, October 23, 2025, promptly after market close.

The company will host an earnings conference call at 2:00 p.m. PDT the same day. A live public webcast, associated materials, and a replay will be available on Intel's Investor Relations website at intc.com.

Intel (NASDAQ:INTC) has announced significant leadership changes to strengthen its core business and execution strategy. Kevork Kechichian, former Arm executive, joins as EVP of the Data Center Group, while Jim Johnson, a 40-year Intel veteran, is appointed SVP of the Client Computing Group.

The company is establishing a new Central Engineering Group led by Srini Iyengar, while Naga Chandrasekaran expands his role in Foundry leadership. These appointments aim to enhance innovation and execution across Intel's core products and foundry services. Additionally, Michelle Johnston Holthaus, chief executive of Intel Products, will depart after 30+ years with the company.

Intel (NASDAQ:INTC) has secured a historic $8.9 billion investment from the Trump Administration through a stock purchase agreement, representing a 9.9% stake in the company at $20.47 per share. The investment combines $5.7 billion in remaining CHIPS Act grants and $3.2 billion from the Secure Enclave program.

The deal includes a five-year warrant for an additional 5% stake at $20 per share, exercisable if Intel's foundry ownership falls below 51%. Intel has invested $108 billion in capital and $79 billion in R&D over the past five years, with plans to expand U.S. manufacturing capacity through a $100 billion investment. The agreement has received strong support from industry leaders including Microsoft, Dell, HP, and AWS.

Intel Corporation (NASDAQ:INTC) has announced its executives' participation in three upcoming investor conferences in August and September 2025. David Zinsner, EVP and CFO, will participate in fireside chats at Deutsche Bank's Technology Conference on August 28 and Citi's Global TMT Conference on September 4. Additionally, John Pitzer, Corporate VP of Planning and Investor Relations, will speak at the Goldman Sachs Communacopia + Technology conference on September 8.

All sessions will be accessible via live webcasts and replays on Intel's Investor Relations website at intc.com.