As of October 20, analysts expect Intel’s total revenue in Q3 2025 to decline slightly by 1.1% year-over-year to $13.14 billion, with non-GAAP EPS forecast at $0.01, according to Tiger Trade App.
Intel shares have surged about 90% year-to-date, driven by:
NVIDIA investment and partnership – NVIDIA announced a $5 billion investment in Intel at $23.28 per share, forming a strategic partnership across CPU, GPU, and AI/data center integration. The news sent Intel shares up nearly 23% on September 18.
U.S. government investment – The U.S. government purchased a 10% stake in Intel for $20.47 per share (August 22), reinforcing Intel’s role as a key beneficiary of domestic semiconductor policy support.
SoftBank investment – SoftBank acquired $2 billion worth of Intel stock at $23 per share (August 19).
Most analysts expect Intel’s Q3 results to come in “largely in line” with expectations. While Intel’s renewed momentum in AI and its strengthening strategic partnerships have reignited optimism about growth, some analysts warn that Q4 guidance may be conservative, reflecting potential demand volatility.
Investors will focus on:
Progress in Intel Foundry capacity expansion and 18A process ramp-up
PC refresh cycle and AI server demand
Updates on Intel’s foundry client pipeline and AI chip adoption roadmap
