Key Highlights
- Goldman Sachs raised Dell's price target from $175 to $185 while maintaining a 'Buy' rating.
- Morgan Stanley increased its price target from $110 to $113 but kept an 'Underweight' rating on Dell.
- Dell's fiscal 2026 EPS outlook was raised to $9.82-$10.02 due to strong EBIT growth.
- AI server orders surged over 150% to $30 billion in fiscal 2026.
- Dell's Infrastructure Solutions Group showed improved margins and performance.
