Dell unveils AI infrastructure push with NVIDIA, Qualcomm

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Go back to Dell unveils AI infrastructure push with NVIDIA, Qualcomm

Evercore ISI Reiterates Outperform Rating on Dell (DELL) Following Day 2 of Dell World

May 21, 2025 4:51 AM EDT

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $120.00 price target on Dell (NYSE: DELL).

The analyst comments "ALL YOU NEED TO KNOW: We attended the second day of Dell World today, which began with a keynote presentation led by DELL COO Jeffrey Clarke and featured ISG and CSG presidents Arthur Lewis and Sam Burd, respectively, along with executive guest speakers from the likes of CoreWeave and Cohere. The focal point of the presentation again centered around enterprise AI adoption and showcased DELLs products and services that customers can use to advance their... More