{"id":2386,"date":"2026-01-23T18:20:48","date_gmt":"2026-01-23T18:20:48","guid":{"rendered":"https:\/\/sosahustle.com\/blog\/2026\/01\/23\/intel-stock-drops-17-as-manufacturing-troubles-overshadow-earnings\/"},"modified":"2026-01-23T18:20:48","modified_gmt":"2026-01-23T18:20:48","slug":"intel-stock-drops-17-as-manufacturing-troubles-overshadow-earnings","status":"publish","type":"post","link":"https:\/\/sosahustle.com\/blog\/2026\/01\/23\/intel-stock-drops-17-as-manufacturing-troubles-overshadow-earnings\/","title":{"rendered":"Intel stock drops 17% as manufacturing troubles overshadow earnings"},"content":{"rendered":"

Intel’s Stock Plummets After Disappointing Guidance and Supply Shortage Warning<\/h2>\n

The Intel logo is seen at the India Mobile Congress 2025 in Delhi, Oct. 11, 2025.<\/p>\n

Kabir Jhangiani | Nurphoto | Getty Images<\/p>\n

Intel shares experienced a significant decline of 17% on Friday following the release of lackluster guidance and a warning of a supply shortage. During a fourth-quarter earnings call with analysts, CEO Lip-Bu Tan stated that the company would be unable to meet full demand for its products, citing production efficiency, or yield, as being below target.<\/p>\n

Fourth-Quarter Earnings and Revenue Expectations<\/h3>\n

The chipmaker expects first-quarter revenue to range between $11.7 billion and $12.7 billion, with adjusted earnings per share expected to break even. This falls short of LSEG expectations, which anticipated earnings of 5 cents per share and $12.51 billion in revenue. Despite this, Intel did manage to top Wall Street’s fourth-quarter earnings and revenue expectations.<\/p>\n

Over the last year, Intel shares have more than doubled in value due to hopes of a turnaround for the embattled American chipmaker, following investments from the U.S. government, SoftBank, and Nvidia. However, the company’s foundry business has long underperformed its competitors, which are profiting significantly from the data center artificial intelligence boom.<\/p>\n

Foundry Business and Future Prospects<\/h3>\n

Investors were seeking clarity on foundry customers as the next momentum mover for the stock, as the company’s foundry business creates chips for other companies. CFO David Zinsner told CNBC that Intel expects customers for its next-generation 14A technology to appear in the second half of the year. However, analysts at RBC Capital Markets warned that a “meaningful revenue contribution” from 14A customers may not materialize until late 2028.<\/p>\n

Analysts at Jefferies expressed concerns about Intel’s path forward, stating, “We appreciate the recent excitement around opportunity for INTC but still don’t see a clear path forward given further share loss, no AI strategy and unclear fab\/packaging opportunities.” Despite the soft outlook, Intel’s fourth-quarter earnings and revenue did exceed expectations.<\/p>\n

WATCH:<\/strong> BofA’s Vivek Arya on Intel: We see no reason to buy a stock at 90x P\/E<\/p>\n

<\/p>\n

For more information on Intel’s Q4 2025 earnings and supply shortage, visit Here<\/a><\/p>\n

Smart Tip for Readers<\/h2>\n

When evaluating the performance of tech companies like Intel, consider looking beyond short-term stock fluctuations and focus on long-term trends and strategic investments in emerging technologies, such as artificial intelligence and data center infrastructure, to make informed decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"

Intel’s Stock Plummets After Disappointing Guidance and Supply Shortage Warning The Intel logo is seen at the India Mobile Congress 2025 in Delhi, Oct. 11, 2025. Kabir Jhangiani | Nurphoto | Getty Images Intel shares experienced a significant decline of 17% on Friday following the release of lackluster guidance and a warning of a supply […]<\/p>\n","protected":false},"author":1,"featured_media":2387,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108214642-1761048654431-gettyimages-2240015417-jhangiani-indiamob251011_np4YW.jpeg?v=1769180659&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[17],"tags":[],"class_list":{"0":"post-2386","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing-news"},"_links":{"self":[{"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/posts\/2386","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/comments?post=2386"}],"version-history":[{"count":1,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/posts\/2386\/revisions"}],"predecessor-version":[{"id":2388,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/posts\/2386\/revisions\/2388"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/media\/2387"}],"wp:attachment":[{"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/media?parent=2386"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/categories?post=2386"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sosahustle.com\/blog\/wp-json\/wp\/v2\/tags?post=2386"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}