Intel's Q1 2026 SEC filing reveals a net loss of $821 million on revenue of $12.667 billion, highlighting ongoing...
Intel's Q1 2026 SEC filing reveals a net loss of $821 million on revenue of $12.667 billion, highlighting ongoing financial challenges as the company restructures its foundry business Source 3.
confidence score
Strong evidence: 6 independent source classes support this read.
INTC has already moved down -17% over the recent 30-90 day window.
signal brief
Intel's Q1 2026 SEC filing reveals a net loss of $821 million on revenue of $12.667 billion, highlighting ongoing financial challenges as the company restructures its foundry business Source 3. Concurrently, Digitimes reports that Intel is reassigning global fabs and targeting early wins with its 14A node and EMIB-T packaging technology for AI customers Source 5. While the loss reflects past performance, the strategic moves signal a push to regain competitiveness in AI chip manufacturing. Market prediction markets show low confidence on Intel manufacturing NVIDIA chips (27%) and catching up with TSMC lithography by 2028 (14%), but high confidence (96.54%) on a Tesla partnership for AI chip fab [Sources 6-9]. The combination of financial weakness and renewed foundry ambitions creates a mixed but cautious outlook.
What the sources said:
- Source 3 (SEC filing): 'net_income: -821000000; revenue: 12667000000' for Q1 2026.
- Source 5 (Digitimes): 'Intel reassigns global fabs, eyes early 14A and EMIB-T AI wins' (translated from title).
- Source 6 (Manifold): 'Will Intel manufacture NVIDIA chips by end of 2026? YES=27.00%' reflecting low market confidence.
- Source 7 (Manifold): 'Tesla announces formal Intel partnership for AI chip fab by June 30, 2026: YES=96.54%' indicating strong belief in a future partnership.
source data used
“(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How...”
“<details open> sycl: fix row calculation when K_QUANTS_PER_ITERATION is 1 (#25690) * sycl: fix incorrect row calculation when K_QUANTS_PER_ITERATION=1 Signed-off-by: Todd Malsbary <todd.malsbary@intel.com> * sycl: use K_QUANTS_PER_ITERATION for non-reordered Q5_K kernel This is the only Q5_K...”
“assets: 211429000000 (10-Q filed 2026-04-24) common_stock_capital: 65185000000 (10-Q filed 2026-04-24) net_income: -821000000 (10-Q filed 2026-04-24) revenue: 12667000000 (10-Q filed 2026-04-24)”
“For Fiscal Year Ending Dec 27, 2025 For the Quarter Ending Mar 28, 2026 (In Billions) As of Mar 28, 2026 • Q1 2026 For complete information regarding our financials, see our [periodic filings](/filings-reports/all-sec-filings) Intel Corporation”
“Keep me signed in Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the...”
“Manifold consensus on 'Will Intel manufacture NVIDIA chips by the end of 2026?': YES=27.00%”
“Manifold consensus on 'Tesla announces formal Intel partnership for AI chip fab by June 30, 2026': YES=96.54%”
“Manifold consensus on 'Will there be a joint venture chip foundry between TSMC and Intel? 🇺🇸🦾🤖💻': YES=48.73%”
“Manifold consensus on 'Will Intel's lithography catch up with TSMC by 2028?': YES=14.03%”
spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.