Скачать или смотреть INTEL (INTC) JUMPS 6% Q3 2025 Earnings Beat AI Demand Fuels Return to Profitability & Strong Outlook

*INTEL (INTC) STOCK JUMPS 6% on Q3 2025 Earnings Beat | AI Demand Fuels Return to Profitability & Strong Outlook*

Intel Corporation (**INTC**) stock surged *6% in the after-hours trading session* after the semiconductor giant reported **stronger-than-expected third-quarter 2025 results**. The company achieved solid top-line growth, margin expansion, and a **return to profitability**. CEO Lip-Bu Tan stated that the Q3 results reflect improved execution and steady progress against strategic priorities.

This financial success was primarily aided by *strong AI demand**, strategic investments, and expense discipline. CFO David Zinsner noted that this marks the company’s **fourth consecutive quarter of improved execution* and that **current demand is outpacing supply**, a trend expected to persist into 2026, particularly in **AI and compute-heavy segments**.

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*Q3 2025 Financial Highlights (Non-GAAP)*
*Revenue:* Intel reported $13.7 billion, a **3% increase year-over-year (YoY)**. This figure surpassed analysts' expectations of $13.16 billion.
*Earnings Per Share (EPS):* Diluted EPS climbed 3% YoY to **$0.23**, widely surpassing the analysts’ consensus estimate of $0.02 per share.
*Gross Margin:* Intel’s non-GAAP gross margin reached **40.0%**, reflecting improved cost control and product mix.
*Segment Performance:* The Client Computing Group (CCG) reported $8.5 billion, up 5% YoY, while the Data Center and AI (DCAI) segment reported $4.1 billion, down 1%.

*Strategic Investments & AI Momentum*
*Artificial Intelligence (AI)* is accelerating demand for compute and creating attractive opportunities across Intel’s portfolio. Key strategic developments in Q3 2025 included:
*Government Funding:* Intel and the U.S. Government announced an agreement for **$8.9 billion in funding**, supporting American technology and manufacturing expansion. Intel received $5.7 billion during the quarter.
*NVIDIA Collaboration & Investment:* Intel and *NVIDIA announced a collaboration* to jointly develop custom data center and PC products, integrating Intel's leading CPU technologies with NVIDIA’s AI and accelerated computing platforms. *NVIDIA also agreed to invest $5.0 billion* in Intel common stock.
*SoftBank Investment:* SoftBank Group made a *$2.0 billion investment* in Intel common stock.
*Product Milestones:* Intel unveiled the architecture of the Intel® Core™ Ultra series 3 processors (**Panther Lake**), the first client SoCs built on Intel **18A technology**. Intel also provided a first look at the next-gen server product, **Intel® Xeon® 6+ (Clearwater Forest)**, also built on Intel 18A.

*Q4 2025 Outlook*
For the fourth quarter, Intel provided the following guidance (Non-GAAP):
*Revenue:* Expected between **$12.8 billion and $13.8 billion**.
*Adjusted EPS:* Expected to be **$0.08**.
*Note: Intel's Q4 guidance excludes Altera*, following the sale of a majority ownership interest completed in Q3 2025.

*Stock Rating and Accounting Notes*
*Analyst Consensus:* Intel stock holds a consensus **Hold rating**, based on two Buy, 26 Hold, and six Sell recommendations assigned in the past three months. The average **INTC price target is $29.13**, implying a 22.98% downside from current levels.
*Accounting Disclosure:* Intel disclosed that its complex Q3 2025 transactions with the U.S. Government have **limited precedent for accounting treatment**. Intel initiated a consultation with the SEC staff but was unable to conclude due to the U.S. Government shutdown; **if the SEC staff requires a different accounting view, Intel may revise its Q3 2025 results**, and such revisions could be material.

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