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Dell (DELL) PT Raised to $550 at TD Cowen

Tue, 29 Sep 2026 09:34:01 -0400

(Updated - September 29, 2026 9:34 AM EDT)

TD Cowen analyst Krish Sankar raised the price target on Dell (NYSE: DELL) to $550.00 (from $500.00) while maintaining a Hold rating.

The analyst commented: "Neoclouds A Powerful Tailwind, IT Spending Shift A CSG Headwind; We hosted DELL IR Head, Paul Frantz, for investor meetings last week. With $95B of AI server backlog (mostly noncancelable) levered to major neoclouds, C2H26 orders could offer context on upside potential for CY27 AI forecasts. Higher AI CPU rack mix would be +ve for margins. CY27 memory constraints remain a risk. CSG to face near/mid-term headwinds as IT

Dell (DELL) PT Raised to $550 at TD Cowen

Tue, 29 Sep 2026 09:34:01 -0400

(Updated - September 29, 2026 9:34 AM EDT)

TD Cowen analyst Krish Sankar raised the price target on Dell (NYSE: DELL) to $550.00 (from $500.00) while maintaining a Hold rating.

Susquehanna Reiterates Positive Rating on Dell (DELL)

Tue, 29 Sep 2026 06:09:17 -0400

Susquehanna analyst Mehdi Hosseini reiterated a Positive rating and $700.00 price target on Dell (NYSE: DELL)

The analyst comments "As detailed in our industry note published separately this morning (link), we argue "inferencing" will be a key demand driver for key OEMs like Dell. In a nutshell, following a doubling of traditional server revenues in FY27, we expect traditional server revenues to continue to grow at a double-digit CAGR through FY29 as neocloud service providers and enterprise customers add additional compute for inferencing applications. This should drive further upside to our FY28-FY29 estimates. We reiterate our Positive rating and $700 price

Form 4 Dell Technologies Inc. For: Sep 24 Filed by: Radakovich Lynn Vojvodich

Mon, 28 Sep 2026 16:14:00 -0400

si-local-file:///var/storage/secattach/20260928/27114619.html

Form 4 Dell Technologies Inc. For: Sep 24 Filed by: MOLLENKOPF STEVEN M

Mon, 28 Sep 2026 16:13:00 -0400

si-local-file:///var/storage/secattach/20260928/27114604.html

Form 4 Dell Technologies Inc. For: Sep 24 Filed by: Kullman Ellen Jamison

Mon, 28 Sep 2026 16:12:00 -0400

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Form 4 Dell Technologies Inc. For: Sep 24 Filed by: GREEN WILLIAM D

Mon, 28 Sep 2026 16:11:00 -0400

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Form 4 Dell Technologies Inc. For: Sep 24 Filed by: GRAIN DAVID J

Mon, 28 Sep 2026 16:10:00 -0400

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Form 4 Dell Technologies Inc. For: Sep 24 Filed by: DORMAN DAVID W

Mon, 28 Sep 2026 16:08:00 -0400

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Form 4 Dell Technologies Inc. For: Sep 23 Filed by: Durban Egon

Fri, 25 Sep 2026 16:30:00 -0400

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Form 4 Dell Technologies Inc. For: Sep 22 Filed by: Radakovich Lynn Vojvodich

Thu, 24 Sep 2026 16:08:00 -0400

si-local-file:///var/storage/secattach/20260924/27102254.html

Form 144 Dell Technologies Inc. Filed by: Durban Egon

Wed, 23 Sep 2026 19:59:00 -0400

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Goldman Sachs finds AI driving measurable profits at tech firms