Intel Expected to Beat Q3 Estimates, Raise Guidance, RBC Says

10:44 AM EDT, 10/26/2026 (MT Newswires) -- Intel (INTC) is expected to beat Q3 estimates and raise its guidance, driven by robust demand for agentic artificial intelligence, RBC Capital Markets analysts said in a Sunday note. The company is scheduled to report its Q3 financial results on Thursday. Analysts project Q3 adjusted earnings of $0.38 a share, compared with a FactSet estimate of $0.40. RBC expects Intel to benefit from low customer inventories and pricing tailwinds in Q3, but notes demand weakness and the potential for a further slowdown in H1 2027. Analysts said that the company is making "solid" progress in advanced packaging on the foundry front, and expect 14A news flow to remain positive in the near term. RBC maintained a sector perform rating and a $100 price target on the stock. Price: 87.52, Change: +0.56, Percent Change: +0.64