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UBS: Dell Technologies (DELL.US) AI server revenue is rising, target price raised to $154.
Morgan Stanley raised Dell Technologies' target price from $136 to $154 and maintained a "shareholding" rating.
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Major Bank Rating | Goldman Sachs: Raised Dell Technologies' target price to $154, maintaining a "shareholding" rating.
格隆汇11月12日｜Morgan Stanley raised Dell Technologies' target price from $136 to $154 and maintained a "shareholding" rating. Analysts pointed out that although some quarterly details about the shipments for the 26/25 fiscal year are not yet clear, our survey indicates that with the momentum of AI servers delivering the Blackwell series GPU in early 2025, Dell remains in a favorable position.
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