DELL's Price Target Raised by Morgan Stanley Amid AI Server Momentum

Nov 12, 2024

Morgan Stanley has increased the target price for Dell Technologies (DELL, Financial) from $136 to $154 while maintaining an "overweight" rating. Analysts highlight that although some quarterly details concerning shipments for fiscal years 2026 and 2025 are still unclear, their research indicates that Dell is favorably positioned. This is primarily due to the growing momentum of AI servers, with the initial delivery of the Blackwell series GPUs anticipated in early 2025.

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