Tag
RBC Capital Markets
3 articles
Dell's $640 Price Target: RBC Sees 70% Sales Growth From AI Server Dominance
RBC initiates Dell with Outperform rating, citing $95 billion server backlog and leadership in Nvidia-based AI infrastructure.
RBC Warns Consumer Buffers Are Eroding as Non-Energy Inflation Holds at 3.5%
Lori Calvasina's equity strategy team finds pricing power shifting away from businesses for the first time since the pandemic, with super core inflation at 3.5 percent year-over-year.
RBC Lifts S&P 500 2026 Target to 7,600 on Earnings Growth
The firm cited sustained corporate earnings growth and expanding profit margins as key drivers for its revised 2026 outlook