Intel Stock Surges 6% on Strong Q3 Earnings Driven by AI Demand
Intel shares jumped 6% in after-hours trading after reporting a significant earnings beat for Q3 2025. The semiconductor giant posted $0.23 EPS, crushing the $0.02 consensus estimate, while revenue grew 3% YoY to $13.7 billion against expectations of $13.16 billion.
Margin expansion to 40% reflects improved cost controls and product mix optimization. CFO David Zinsner highlighted demand currently outstripping supply, particularly in AI and compute segments—a trend expected to persist through 2026.
Despite the strong performance, analyst sentiment remains cautious with a consensus Hold rating. The average price target of $29.13 suggests 23% downside potential from current levels.