News — AI supercycle headlines

24/7 Wall St.2d agobullish

JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

24/7 Wall St.2d agoneutral

JPMorgan Hikes Dell Price Target to $280: Memory Concerns Fade as AI Server Story Powers On

Dell Technologies (NYSE:DELL) just got another bullish nod from Wall Street. JPMorgan raised its price target on Dell Technologies to $280 from $205, keeping an Overweight rating, arguing that memory cost headwinds have eased even as the AI server franchise continues to scale. The firm cites the reversal of memory related concerns for the recent ... JPMorgan Hikes Dell Price Target to $280: Memory Concerns Fade as AI Server Story Powers On

24/7 Wall St.5d agoneutral

Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

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Proactive6d agobearish

Dell gets downgraded by UBS as analysts see little room for upside following recent stock run

Dell Technologies Inc (NASDAQ:DELL) shares fell 3.8% on Monday after UBS downgraded the PC and server maker to Neutral from Buy, arguing that a blistering rally has left little room for further upside even as the company capitalizes on booming artificial intelligence infrastructure...

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24/7 Wall St.6d agobearish

UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?

UBS just hit the brakes on Dell Technologies (NYSE:DELL), downgrading the AI server bellwether to Neutral from Buy on May 11. In the same breath, the firm raised its price target to $243 from $167, an unusual combination that tells investors exactly where Wall Street’s worry sits: on the price tag rather than the business. ... UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?

DELL

The Fly6d agoneutral

Dell downgraded, Uber upgraded: Wall Street's top analyst calls

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Barchart8d agoneutral

Dell Just Got a New Street-High Price Target as Agentic AI Sweetens the Bull Case

Dell is gaining even more momentum after Mizuho lifted its price target to $260, betting on company’s potential in the booming agentic AI era.

DELL