Dell Technologies' price target has been raised to $185 from $125 by Loop Capital, citing Dell as a 'legit Gen AI participant.' Bank of America also increased Dell's price target to $180 from $130, expecting growth fueled by AI. Dell's stock has surged, up 12% in a week, 31% in a month, and 118% year-to-date, with an upcoming earnings report on May 30th. The company has been re-rated as a significant player in AI, aligning with Nvidia and showing strong performance compared to previous quarters.
$CRM reports this evening, the expected move is 18 ish.
Dell Technology $DELL May weekly 165 straddle priced for a move of 12% into the expected release of quarter results after the bell on May 30.
$DELL Bank of America reiterates Dell as buy Bank of America raised its price target on Dell to $180 per share from $130. “Reiterate Buy on upside driven by AI servers, PC refresh, and strong capital return with potential S & P inclusion as an additional catalyst.”
Salesforce $CRM May weekly 270 straddle priced for a move of 7% into the expected release of quarter results today after the bell.
$DELL quickly up +1.75% ahead of earnings
Here's what to expect when Salesforce $CRM reports earnings https://t.co/Ch0J3Zs8cV https://t.co/RS2BfRluPv
Bank of America Raised $DELL PT to $180 from $130. 'The excitement around AI should help fuel further growth for Dell.' - BofA The analyst also raised sales estimates for the next three years, citing multiple sources of demand. “We see a positive setup for Dell heading into…
We need to talk about $DELL 📈 ▪ +12% in a week ▪ +31% in a month ▪ +118% year-to-date ▪ Announced partnership with $NVDA on May 23rd ▪ Earnings after-hours on May 30th Sentiment is extremely bullish on Stocktwits You buying before earnings? 👇 https://t.co/PsRxhgjLhg https://t.co/fuiCKW6j3x
$DELL Earnings Setup - A High, High Bar Moving in lock-step with $NVDA and seemingly stealing the preferred vendor status from $SMCI (Jensen has a man-crush on Michael Dell?) - $DELL has 3100bps of outperformance on the back of 11490bps the prior quarter - re-rating bigly along… https://t.co/BmqOY1ML3K https://t.co/XXx0xDCvUJ
I guess $DELL is AI now
$DELL Loop reiterates Dell as buy Loop said Dell is a “legit Gen AI participant.” “Raising our PT to $185 from $125 (as well as our normalized EPS to $11.00 from $10.00) as our work along with Loop Capital Supply Chain Analyst John Donovan continues to show legitimate Gen AI…
$DELL quietly (or loudly?) re-rating from a single-digit P/E computer hardware name to a 20x AI player, all in a few quarters: https://t.co/AxOdNIezrR https://t.co/4AeQCScbBB
$DELL Dell Technologies price target raised to $185 from $125 at Loop Capital
$DELL $DELL Dell Technologies price target raised to $185 from $125 at Loop Capital