JPMorgan has raised its price target for Dell Technologies from $205 to $280, maintaining an Overweight rating. The upgrade reflects easing memory cost pressures and strong growth in Dell's AI server business, which saw a 342% revenue increase year-over-year in Q4 FY2026. Dell's AI backlog stands at $43 billion, with FY2027 AI server revenue guidance near $50 billion. While margins face pressure due to product mix, the firm expects sustained multi-quarter earnings growth, making Dell an attractive long-term investment despite valuation risks and competition.
AI server stocks Super Micro Computer, Dell Technologies, and Hewlett Packard Enterprise rose between 2% to 6% following a sharp sell-off after the U.S. midterm elections. The rebound comes despite concerns over political risks to data center constru...
Dell Technologies, Credo, and Broadcom have reported strong growth in AI-related revenues and earnings, with each stock positioned near key price targets reflecting potential gains of 20-40%. Dell holds a $95 billion AI server backlog, Credo is expan...
Shares of AI server makers Dell, Hewlett Packard Enterprise, and Super Micro fell 10-12% following the U.S. midterm elections, as investors reacted to Democrats gaining control of Congress and a Texas governor's pledge to halt data center constructio...
Super Micro reported a strong Q1 FY2027 with revenue and earnings surpassing expectations, but its stock fell 4% due to worries over shrinking profit margins and heavy reliance on one large AI data center customer. The company raised its full-year re...
Hewlett Packard Enterprise (HPE) earns a strong buy rating, outperforming Dell Technologies (DELL) because of its focused positioning in AI and data center infrastructure. HPE shows stronger financial health with higher gross margins (36.62%) and lev...
