Intel Sets July 23 Q2 Report as AI Demand Fuels 180% Stock Surge
Updated
Updated · The Motley Fool · Jul 8
Intel Sets July 23 Q2 Report as AI Demand Fuels 180% Stock Surge
3 articles · Updated · The Motley Fool · Jul 8
Summary
July 23 is when Intel will report second-quarter results, with guidance implying a sharp profit rebound after its shares have already jumped 180% in 2026.
$14.3 billion in midpoint revenue guidance and $0.20 in non-GAAP EPS would mark roughly 11% sales growth from a year earlier and a swing from a $0.10 per-share loss.
AI data-center demand is the main driver: agentic AI and inference workloads require far more server CPUs per GPU than training systems, tightening supply and lifting CPU pricing.
Intel still trades at 904 times trailing earnings, but its 137 forward P/E reflects expectations for a steep earnings ramp, including analyst forecasts for 161% EPS growth in 2026.
The July 23 report is now a key test of whether AI-linked CPU demand can justify Intel's premium valuation and extend its rally beyond the broader chip sector's 67% gain.