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   <title>Dell (DELL) PT Lowered to $430 at Morgan Stanley</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Dell+%28DELL%29+PT+Lowered+to+%24430+at+Morgan+Stanley/26902710.html</link>
   <description>Morgan Stanley analyst Erik Woodring lowered the price target on Dell (NYSE: DELL) to $430.00  (from $477.00) while maintaining a Equalweight rating.</description>
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   <pubDate>Tue, 11 Aug 2026 09:08:53 -0400</pubDate>
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   <title>Evercore says this stock is one of the biggest AI server beneficiaries</title>
   <link>http://www.streetinsider.com/Hot+List/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</link>
   <description>&lt;p&gt;Analysts at Evercore ISI have highlighted a stock that they view as one of the biggest OEM beneficiaries of AI infrastructure spending despite concerns over the concentration of its customer base.&lt;/p&gt;&lt;p&gt;Rated Outperform at the firm with a price target of $500, Dell Technologies (NYSE: DELL) is expected to benefit from growing AI server demand, even though its three largest AI server customers are estimated to account for around 70% of the company’s FY27 AI server revenue guide.&lt;/p&gt;&lt;p&gt;“We believe FY27 AI server revenue and orders should continue to inflect higher, while new agentic use cases could drive further adoption and growth</description>
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   <pubDate>Sun, 02 Aug 2026 04:00:00 -0400</pubDate>
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   <title>Evercore says this stock is one of the biggest AI server beneficiaries</title>
   <link>http://www.streetinsider.com/Hot+List/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</link>
   <description>&lt;p&gt;Analysts at Evercore ISI have highlighted a stock that they view as one of the biggest OEM beneficiaries of AI infrastructure spending despite concerns over the concentration of its customer base.&lt;/p&gt;&lt;p&gt;Rated Outperform at the firm with a price target of $500, Dell Technologies (NYSE: DELL) is expected to benefit from growing AI server demand, even though its three largest AI server customers are estimated to account for around 70% of the company’s FY27 AI server revenue guide.&lt;/p&gt;&lt;p&gt;“We believe FY27 AI server revenue and orders should continue to inflect higher, while new agentic use cases could drive further adoption and growth</description>
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   <pubDate>Sun, 02 Aug 2026 04:00:00 -0400</pubDate>
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   <title>Evercore says this stock is one of the biggest AI server beneficiaries</title>
   <link>http://www.streetinsider.com/Hot+List/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</link>
   <description>&lt;p&gt;Analysts at Evercore ISI have highlighted a stock that they view as one of the biggest OEM beneficiaries of AI infrastructure spending despite concerns over the concentration of its customer base.&lt;/p&gt;&lt;p&gt;Rated Outperform at the firm with a price target of $500, Dell Technologies (NYSE: DELL) is expected to benefit from growing AI server demand, even though its three largest AI server customers are estimated to account for around 70% of the company’s FY27 AI server revenue guide.&lt;/p&gt;&lt;p&gt;“We believe FY27 AI server revenue and orders should continue to inflect higher, while new agentic use cases could drive further adoption and growth</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Hot+List/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</guid>
   <pubDate>Sun, 02 Aug 2026 04:00:00 -0400</pubDate>
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   <title>Evercore says this stock is one of the biggest AI server beneficiaries</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</link>
   <description>&lt;p&gt;Analysts at Evercore ISI have highlighted a stock that they view as one of the biggest OEM beneficiaries of AI infrastructure spending despite concerns over the concentration of its customer base.&lt;/p&gt;&lt;p&gt;Rated Outperform at the firm with a price target of $500, Dell Technologies (NYSE: DELL) is expected to benefit from growing AI server demand, even though its three largest AI server customers are estimated to account for around 70% of the company’s FY27 AI server revenue guide.&lt;/p&gt;&lt;p&gt;“We believe FY27 AI server revenue and orders should continue to inflect higher, while new agentic use cases could drive further adoption and growth</description>
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   <title>Evercore says this stock is one of the biggest AI server beneficiaries</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</link>
   <description>&lt;p&gt;Analysts at Evercore ISI have highlighted a stock that they view as one of the biggest OEM beneficiaries of AI infrastructure spending despite concerns over the concentration of its customer base.&lt;/p&gt;&lt;p&gt;Rated Outperform at the firm with a price target of $500, Dell Technologies (NYSE: DELL) is expected to benefit from growing AI server demand, even though its three largest AI server customers are estimated to account for around 70% of the company’s FY27 AI server revenue guide.&lt;/p&gt;&lt;p&gt;“We believe FY27 AI server revenue and orders should continue to inflect higher, while new agentic use cases could drive further adoption and growth</description>
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   <pubDate>Sun, 02 Aug 2026 04:00:00 -0400</pubDate>
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   <title>Evercore says this stock is one of the biggest AI server beneficiaries</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Evercore+says+this+stock+is+one+of+the+biggest+AI+server+beneficiaries/26852184.html</link>
   <description>&lt;p&gt;Analysts at Evercore ISI have highlighted a stock that they view as one of the biggest OEM beneficiaries of AI infrastructure spending despite concerns over the concentration of its customer base.&lt;/p&gt;&lt;p&gt;Rated Outperform at the firm with a price target of $500, Dell Technologies (NYSE: DELL) is expected to benefit from growing AI server demand, even though its three largest AI server customers are estimated to account for around 70% of the company’s FY27 AI server revenue guide.&lt;/p&gt;&lt;p&gt;“We believe FY27 AI server revenue and orders should continue to inflect higher, while new agentic use cases could drive further adoption and growth</description>
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   <pubDate>Sun, 02 Aug 2026 04:00:00 -0400</pubDate>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/AI/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <pubDate>Tue, 28 Jul 2026 06:02:23 -0400</pubDate>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/AI/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/AI/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <pubDate>Tue, 28 Jul 2026 06:02:23 -0400</pubDate>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/AI/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/AI/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <pubDate>Tue, 28 Jul 2026 06:02:23 -0400</pubDate>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
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   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
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   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Hot+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Hot+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Hot+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <title>Evercore ISI: 'We continue to view DELL as one of the biggest OEM beneficiaries of AI infrastructure spending'</title>
   <link>http://www.streetinsider.com/Hot+Comments/Evercore+ISI%3A+%27We+continue+to+view+DELL+as+one+of+the+biggest+OEM+beneficiaries+of+AI+infrastructure+spending%27/26821496.html</link>
   <description>&lt;p&gt;Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $500.00 price target on Dell (NYSE: DELL).&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ALL YOU NEED TO KNOW: We think one of the biggest debates around DELL is no longer whether AI server demand is large, but rather how concentrated, durable and defensible that demand is. DELL previously guided to ~$60B of FY27 AI server revenue and has disclosed aggregate demand indicators across backlog, orders and customer count, with AI Factory customers now exceeding 5,000+. That said, we think the near-term revenue base is likely far more concentrated than the headline customer count implies.</description>
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   <pubDate>Tue, 28 Jul 2026 06:02:23 -0400</pubDate>
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   <title>Form  4          Dell Technologies Inc.    For: Jul 22  Filed by: Radakovich Lynn Vojvodich</title>
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   <title>Form  4          Dell Technologies Inc.    For: Jul 22  Filed by: Radakovich Lynn Vojvodich</title>
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   <pubDate>Fri, 24 Jul 2026 16:09:00 -0400</pubDate>
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   <title>Texas A&amp;M research agency taps Dell Technologies for AI computing platform</title>
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   <description>&lt;p&gt;The Texas A&amp;M Engineering Experiment Station (TEES) has selected Dell Technologies (NYSE: DELL) to design and build a new AI and high-performance computing platform called IGNITE, funded by the State of Texas, according to a press release.&lt;/p&gt;&lt;p&gt;IGNITE, which stands for Innovative Growth in Next Generation AI Technology Ecosystem, will be deployed at an Equinix data center in Dallas. The platform will feature Dell PowerRack systems with liquid-cooled Dell PowerEdge XE9785L servers and AMD Instinct MI355X GPUs. Storage will be provided through Dell's AI Data Platform, with ongoing operations supported by Dell Managed Services.&lt;/p&gt;&lt;p&gt;The platform is designed to support research across</description>
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   <pubDate>Fri, 24 Jul 2026 09:00:57 -0400</pubDate>
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