Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst

Wamsi Mohan, a apical five-star rated analyst, writes successful a enactment to clients that Dell volition proceed to payment from “very robust” request for artificial quality (A.I.) servers during an Asia supply-chain review. Bank of America remains bullish connected DELL stock, saying the company’s $50 cardinal fiscal 2027 A.I.-server gross usher “could extremity up conservative.”

As a result, Mohan retains a Buy standing connected DELL banal and raised its terms people connected the shares to $172 from $155. The caller people is 5% supra wherever the shares presently commercialized aft a large rally this year. DELL banal has gained astir 30% truthful acold successful 2026.

Bank of America present forecasts $15 cardinal of AI-server gross for Dell successful the existent archetypal quarter, up from erstwhile guidance of $13 billion, and has lifted its full-year AI-server estimation to $60 cardinal from $50 billion.

The latest investigation from Mohan besides highlights persistent planetary tightness successful optical fibre supply, and says that idiosyncratic machine (PC) request remains mixed. However, those issues are apt to beryllium dwarfed by continued beardown request for AI servers and related AI technologies, says Bank of America.

The banal of Dell Technologies has a statement Strong Buy standing among 13 Wall Street analysts. That standing is based connected 11 Buy, 1 Hold, and 1 Sell recommendations issued successful the past 3 months. The mean DELL terms people of $168.92 implies 3.65% upside from existent levels.

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