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Intel Data Center Revenue Jumps 78%, but Weak Q4 Guidance Drags Stock Down 30%
What happened
Intel shares fell roughly 29% to $65.76 on Friday after the company's fourth-quarter outlook came in below expectations. Revenue for the third quarter of 2026 was $16.5 billion, up 21% year over year, with Data Center and AI revenue jumping 78% to $7.3 billion. Intel expects revenue between $15 billion and $16 billion in the fourth quarter, against a consensus of around $17 billion, with adjusted EPS of just $0.25. The shortfall is attributed to a plant shutdown in Israel.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
Data Center and AIClient Computing Group
IntelData CenterAIStockRevenueQ4 Guidance
Source and time
Source: TechPowerUp · 10/30/2026 · View original source
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