Intel Q4 Revenue Hits $13.7B; Google Deal & EMIB-T Rollout Poised for $4-5B Boost
INTC has more than doubled off its 52-week low of $17.665.
Summary
Intel reported Q4 2025 revenue of $13.7 billion and non-GAAP EPS of $0.15. While Data Center & AI revenue grew 9% to $4.7 billion, Client Computing declined 7% to $8.2 billion, and the Foundry segment posted a $2.5 billion operating loss. Crucially, an analyst estimates a significant $4-5 billion revenue boost for Intel from Google's use of its EMIB-T technology in a TPU, with EMIB-T packaging slated for rollout this year. This potential revenue stream is highly material relative to Intel's quarterly performance. KeyBanc also raised its price target to $70, citing expected server-CPU price gains of 10-15% in Q2 due to tight supply and strong AI demand, which aligns with Intel's previously announced CPU price increases. Investors will closely monitor the EMIB-T rollout and its impact on future revenue, alongside the ongoing performance of the Foundry and Client Computing segments.
At the time of this announcement, INTC was trading at $50.80 on NASDAQ in the Technology sector, with a market capitalization of approximately $253.6B. The 52-week trading range was $17.67 to $54.60. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.