Dell Technologies Boosts AI for Enterprises with Dell AI Factory Advancements
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Evercore ISI Reiterates Outperform Rating on Dell (DELL), Add to TAP List
November 20, 2024 6:15 AM ESTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Dell (NYSE: DELL)
The analyst comments "ALL YOU NEED TO KNOW: DELL is well positioned to report upside to consensus Oct-qtr rev/EPS estimates of $24.69B/$2.07, driven by strength in ISG segment on the heels of storage, general-purpose compute, and AI server strength. Though we expect weaker results in CSG segment to partially offset that strength. On AI server... More
JPMorgan Reiterates Overweight Rating on Dell (DELL)
November 20, 2024 6:02 AM ESTJPMorgan analyst Samik Chatterjee reiterated an Overweight rating and $160.00 price target on Dell (NYSE: DELL)
The analyst comments "Investors have whipsawed in sentiment on shares of Dell, with the focus from AI revenues shifting increasingly towards margins and earnings, which we believe sets up the shares well into 2025 where we expect a cyclical recovery to be the primary driver of a rebound in traditional IT infrastructure. We expect the upside from the upcoming F3Q25 (Oct-end) earnings print to be largely driven by margins, led by a recovery in storage with... More
Lynx Equity: 'We do not believe DELL is a serious challenge to SMCI'
November 19, 2024 7:50 AM ESTLynx Equity: 'We do not believe DELL is a serious challenge to SMCI'
The analyst comments "DELLs capability our view: DELLs solution at CoreWeave may not be able to support a massive, scalable liquid cooled system of 20+K GPUs cooled by a centralized cooling system. We suspect... More
