瑞银发表研报指，英特尔的个人计算机(PC)需求具韧性，服务器CPU需求亦显著增加，加上公司已将价格上调约10%，预期今年内价格仍有上调趋势，尤其企业服务器领域。该行将集团首季收入预测由122亿美元上调至125亿美元，每股盈利预测维持于0.06美元不变；2026至2028年收入预测分别由511亿、524亿及561亿美元，上调至531亿、551亿及585亿美元，每股盈利预测亦分别由0.35、0.6及0.92美元，上调至0.44、0.75及1.05美元。 该行指，英特尔的晶圆代工业务前景正在改善，特别是在14A制程方面，预计谷歌、苹果、AMD及英伟达等客户，将于今年秋季签署代工承诺。此外，俄亥俄州晶圆厂项目与马斯克的TeraFab合并的潜在情景，亦为代工业务的长期前景增添信心。该行予英特尔“中性”评级，目标价从51美元上调至65美元。
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