Tag
dell technologies
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.
Dell, HPE Earnings Validate AI Server Demand Surge
Record backlogs and margin expansion at Dell and HPE confirm sustained enterprise AI infrastructure spending, though Super Micro faces credibility headwinds.
Wells Fargo Raises Marvell to $310; Baird Flips Chipotle to Neutral, Lifts Darden
Wells Fargo lifted Marvell's price target to $310 ahead of Tuesday earnings while Baird downgraded Chipotle and upgraded Darden to outperform with a $250 target.