Skip to contentHome page Seeking Alpha - Power to InvestorsNov 02, 2026, 9:55 AM ETIntel Corporation (INTC) Stock, INTC:CA Stock, ZINT:CA StockQuantryon Capital2.5K FollowersIntel’s Q3 revenue reached $16.5 billion, while DCAI surged 78% year-over-year and generated $3 billion of operating profit.Q4 revenue guidance missed consensus by roughly 9%, while adjusted EPS guidance fell about 42% below expectations.Server CPU units could grow above 30% in 2026 and 2027, but supply constraints persist through mid-2027.My $82 fair value implies roughly 25% upside from $65.76, supporting a cautious Buy despite Foundry losses and capex.adventtr/iStock via Getty ImagesWhen I downgraded Intel Corporation (INTC) in my previous analysis, the reasons were clear: the turnaround had started to happen around the $103 level, just when there was little room left for mistakes in valuationThis article was written byQuantryon Capital2.5K FollowersMy investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long-term value. I’ve spent years independently studying financial statements, building DCF models, and analyzing companies through both fundamental and behavioral lenses. While I’m still early in my professional path, I’ve been immersed in the world of investing for nearly a decade. From dissecting shareholder letters to reverse-engineering business strategies, I’ve developed a disciplined, fundamentals-first approach grounded in long-term thinking. I focus on identifying mispriced quality companies and understanding what makes certain business models resilient across cycles. I write on Seeking Alpha to share insights, test ideas in public, and contribute to a community of investors who value clear thinking over hype. My goal is to provide thoughtful, research-backed commentary, whether on under-the-radar compounders, Growth/GARP stocks, or misunderstood tech platforms. Above all, I invest with conviction, patience, and a relentless drive to keep learning.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in INTC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.