Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
CSCO heads into earnings with AI networking demand, strong product orders and hyperscaler momentum fueling double-digit revenue growth hopes.
Shares of Dell Technologies DELL fell nearly 6% on Monday after UBS downgraded the company to “Neutral” from “Buy,” arguing that the stock's sharp rally this year has already captured much of the upside from booming demand for artificial intelligence infrastructure. Dell shares dropped 5.8% to $245.35, underperforming broader markets as the S&P 500 and Nasdaq Composite gained 0.34% and 0.29%, respectively.
$5.36 trillion. That's Nvidia's market value as of Monday afternoon, ranking well ahead of Alphabet ($4.7 trillion) as the world's largest company.
Dell Technologies Inc (NASDAQ:DELL) shares fell 3.8% on Monday after UBS downgraded the PC and server maker to Neutral from Buy, arguing that a blistering rally has left little room for further upside even as the company capitalizes on booming artificial intelligence infrastructure demand. Analysts raised their price target to $243 from $167 but cautioned that the stock's risk-reward profile had grown more balanced following a roughly 170% surge over the past 12 months, or more than five times the S&P 500's gain of about 30% over the same period.
Here is how Dell Technologies (DELL) and Allient (ALNT) have performed compared to their sector so far this year.
Dell is positioned to capture accelerating AI server demand as agentic AI workloads scale, supported by a growing AI server revenue base and a large opportunity pipeline. Rising memory prices and low‑margin AI servers are likely to compress Dell's gross margins by 200-300 basis points despite its purchasing scale and pricing actions. Dell can gain AI server market share through superior supply chain reliability, SMCI's regulatory overhang, and customer incentives to consolidate onto its 17G PowerEdge servers.
The latest trading day saw Dell Technologies (DELL) settling at $230.27, representing a -3.57% change from its previous close.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest.
Dell Technologies (DELL) concluded the recent trading session at $208.95, signifying a +1.6% move from its prior day's close.