This analyst says tariffs can actually help Apple
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Goldman Sachs Reiterates Buy Rating on Dell (DELL)
May 30, 2025 4:33 AM UTCGoldman Sachs analyst Michael Ng reiterated a Buy rating and $130.00 price target on Dell (NYSE: DELL).
The analyst comments "AI server momentum and buybacks offset EPS miss & F2026 EBIT outlook cut on traditional servers, storage, and PCs. DELLs F1Q26 EPS and EBIT missed on worse-than-expected ISG profits (CSG EBIT was in-line with GSe) and DELL lowered its F2026 EBIT... More
Dell (DELL) PT Raised to $125 at JPMorgan
May 30, 2025 4:18 AM UTCJPMorgan analyst Samik Chatterjee raised the price target on Dell (NYSE: DELL) to $125.00 (from $111.00) while maintaining a Overweight rating.
The analyst comments "AI server demand and orders in F1Q as well as greater than typical deployment expectations for F2Q were the bright spot in an otherwise subdued outlook, with traditional Enterprise demand drivers softer and driving incremental caution into the back half of the year. Diving first into the highlight of the quarter, AI backlog expanded to $14.4 bn by F1Q-end, led by a record $12.1 bn of orders in... More
Dell (DELL) PT Raised to $150 at Raymond James
May 30, 2025 4:12 AM UTCRaymond James analyst Simon Leopold raised the price target on Dell (NYSE: DELL) to $150.00 (from $144.00) while maintaining a Outperform rating.
The analyst comments "We maintain our Outperform rating on DELL following its F1Q26 report that reflected a beat on the top-line, but... More
Dell earnings preview: Analyst expects a slight April quarter beat
May 29, 2025 1:00 PM UTCDell Technologies (NYSE: DELL) is set to report its fiscal first-quarter results on May 29 after the close, and analysts at both Barclays and Morgan Stanley are positive, highlighting steady PC demand and growing interest in AI infrastructure, despite margin pressures and a volatile tariff environment.
Barclays expects April quarter revenues to benefit modestly from a pull-in of PC demand ahead of U.S. tariffs, though margin headwinds... More
