Santa Clara, California (October 2025) – Intel Corporation’s shares surged 10% on Friday after the chipmaker reported stronger-than-expected Q3 2025 earnings, signalling a solid recovery in its data center and PC chip business.
The company posted better profit margins and improved demand for its AI-focused chips, helping restore investor confidence after a tough few quarters marked by competition from NVIDIA and AMD.
Intel’s revenue rose 8% year-over-year to $15.2 billion, while net income jumped 40% to $3.1 billion, exceeding Wall Street forecasts.
CEO Pat Gelsinger said the company’s turnaround plan is showing results. “We are executing well across our product roadmap and manufacturing strategy, positioning Intel for leadership in the AI-driven computing era,” Gelsinger said.
The stock rally comes after Intel announced major progress in its Intel 3 and Intel 18A process technologies, which are key to competing with Taiwan Semiconductor Manufacturing Company (TSMC).
Intel also said it expects Q4 revenue between $15.5–$16.5 billion, reflecting continued demand growth from data centers and AI infrastructure spending.
Summary Table
| Metric | Q3 2025 | YoY Change | Analyst Expectation |
|---|---|---|---|
| Revenue | $15.2 billion | +8% | $14.6 billion |
| Net Income | $3.1 billion | +40% | $2.7 billion |
| Gross Margin | 44% | +3 pts | 42% |
| EPS (Earnings Per Share) | $0.77 | +35% | $0.69 |
| Stock Movement | +10% | — | — |
Market Reaction
Analysts praised Intel’s results, noting the company’s renewed focus on AI chips and efficiency.
Morgan Stanley upgraded Intel to “Overweight”, saying the company “is regaining its competitive edge.”
Meanwhile, investors celebrated the positive outlook, making Intel one of the top gainers on the NASDAQ for the day.
In Short
Intel’s Q3 2025 results mark a major comeback for the chipmaker, driven by strong demand, better execution, and growing optimism in its AI ambitions.
