Semiconductors & Related Devices · SIC 3674

INTEL CORP

INTC

Watch

Latest revenue

$13.58B

as of 2026-03-28

Latest net income

$-3.73B

as of 2026-03-28

Net margin

-27.5%

as of 2026-03-28

Price · 5Y

+18.1% / yr 4.4 pts / yr vs S&P 500 129.3% total
Compare:

Live market

delayed ≤15 min
$119.84
1.13%
Market cap
$601.96B
Enterprise value
$629.74B
P/E (trailing)
Forward P/E
P/B
5.40×
Dividend yield
0.0%
52-wk high
$132.75
52-wk low
$18.96
Beta
Shares out
5.02B

5-year trend

What this company does

AI

Intel designs and manufactures semiconductors, including PC processors (CCG), data center and AI chips (DCAI), and operates fabrication plants serving its own products and external customers (Intel Foundry). Most revenue comes from selling x86 microprocessors and SoCs to PC makers and data center operators, supplemented by its growing foundry and Mobileye businesses. Intel posted a $3.7 billion Q1 2026 loss driven by $4.1 billion in restructuring charges, reflecting an aggressive turnaround as it builds out its foundry business, deconsolidated Altera, and takes outside partner capital into its manufacturing arm.

Generated from INTC's filing dated 2017-02-17

Key risks

AI
  • Massive Q1'26 loss: net loss of $4.28B vs $887M YoY, including $4.07B restructuring charges and $1.09B mark-to-market loss on Escrowed Shares.
  • Heavy debt and capex burden: $43B long-term debt, $3.6B quarterly capex, with operating cash flow of just $1.1B against ongoing foundry buildout.
  • Goodwill impairment signal: goodwill fell $3.4B (from $23.9B to $20.5B) quarter-over-quarter, indicating deteriorating value in acquired businesses.

Generated from INTC's filing dated 2017-02-17

Profitability

Gross margin

34.8%

6.4%

Operating margin

-4.2%

81.0%

Net margin

-0.5%

98.6%

Return on equity

-0.2%

98.8%

Return on assets

-0.1%

98.7%

Leverage

Debt / equity

0.85×

13.2%

Long-term debt / equity

0.39×

17.3%

Debt / assets

45.9%

7.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-28

$13.58B+7.2%$-3.73B-354.1%-27.5%

Q4 2025

2025-12-27

$13.67B-4.1%$3.15B+2598.4%23.0%

Q3 2025

2025-09-27

$13.65B+2.8%$324.0M+101.9%2.4%

Q2 2025

2025-06-28

$12.86B+0.2%$-2.92B-81.2%-22.7%

Q1 2025

2025-03-29

$12.67B-0.4%$-821.0M-115.5%-6.5%

Q4 2024

2024-12-28

$14.26B$-126.0M-0.9%

Q3 2024

2024-09-28

$13.28B-6.2%$-16.64B-5702.4%-125.3%

Q2 2024

2024-06-29

$12.83B-0.9%$-1.61B-26.1%-12.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Semiconductors & Related Devices · SIC 3674

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Insider activity

Insider buying

$250.0K

Insider selling

$1.03B

Net activity

−$1.03B

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-01

Boise April Miller

EVP and Chief Legal Officer

Sale40,256$99.53$4.0M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns INTC

Institutional value

$39.65B

Total shares held

912.0M

Distinct holders

750

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC282.0M$12.45BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC85.4M$3.77BNew
3PRIMECAP MANAGEMENT CO/CA/75.8M$3.34BNew
4Invesco Ltd.49.1M$2.17BNew
5Legal & General Group Plc33.1M$1.46BNew
6Bank of New York Mellon Corp30.7M$1.35BNew
7DEUTSCHE BANK AG\27.7M$1.22BNew
8UBS Group AG27.3M$1.20BNew
9VANGUARD FIDUCIARY TRUST CO25.8M$1.14BNew
10DIMENSIONAL FUND ADVISORS LP17.2M$756.3MNew
11CITIGROUP INC15.2M$672.1MNew
12BNP PARIBAS FINANCIAL MARKETS13.3M$587.9MNew
13Swiss National Bank13.3M$585.3MNew
14California Public Employees Retirement System12.4M$546.6MNew
15Mitsubishi UFJ Asset Management Co., Ltd.11.0M$483.7MNew
16Vanguard Global Advisers, LLC10.3M$455.7MNew
17National Pension Service10.2M$450.3MNew
18VANGUARD ASSET MANAGEMENT, Ltd7.7M$340.0MNew
19RHUMBLINE ADVISERS7.7M$337.8MNew
20Greenwoods Asset Management Hong Kong Ltd.6.9M$305.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Restructuring charges jumped to $4.07B this quarter from $156M—what specific assets or programs were impaired, and does this signal further write-downs at Intel Foundry?

  2. 2

    Goodwill fell $3.4B sequentially while non-controlling interests rose to $13.6B—are you effectively selling down Foundry economics to mask underlying losses?

  3. 3

    Capex remains $5B/quarter against $1.1B operating cash flow and a $4.3B net loss—when does Foundry reach cash breakeven without further partner contributions?

Refreshed when INTC files a new report · last from 2017-02-17