JPMorgan resets price target on this AI dividend stock [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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US:NASDAQ Investor Relations:
investors.delltechnologies.com/investor-overview
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Source: Yahoo! Finance
Dell Technologies stock soared 22% after the company blew past fourth-quarter expectations and delivered guidance that left analysts scrambling to revise their models. JPMorgan responded by hiking its Dell DELL stock price target to $165 from $155, and that move is worth paying close attention to. The firm kept its “Overweight” rating on the dividend stock, pointing to Dell's positioning in the AI-driven compute investment cycle as the core reason for its bullish stance. Dell reported record AI sales in fiscal 2026 JPMorgan bets on Dell's AI runway JPMorgan's confidence in Dell comes down to one thing: its Infrastructure Solutions Group, or ISG. The investment bank sees stronger-than-expected growth in ISG , led by a booming compute investment cycle. According to JPMorgan, that puts Dell on a path toward double-digit earnings growth , even as its PC and general-purpose server businesses face pressure from macroeconomic headwinds. Related: Bank of America revamps Dell
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DELL
News
- Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs [Yahoo! Finance]Yahoo! Finance
- Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock [Yahoo! Finance]Yahoo! Finance
- Unqork Appoints Jeremy Burton to its Board of Directors [Yahoo! Finance]Yahoo! Finance
- Dell Boosts Shareholder Returns [Yahoo! Finance]Yahoo! Finance
- Thomson Reuters names former Dell executive Bischoping as CFO [BNN Bloomberg (Canada)]BNN Bloomberg
DELL
Earnings
- 2/26/26 - Beat
DELL
Sec Filings
- 3/2/26 - Form 144
- 3/2/26 - Form 144
- 3/2/26 - Form 144
- DELL's page on the SEC website