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Dell Poised To Ride AI Server Boom Toward Higher Sales, Long-Term Profit Growth: Analyst
戴尔戴尔(US:DELL) Benzinga·2025-08-15 23:35

BofA Securities analyst Wamsi Mohan maintained a Buy on Dell Technologies DELL with a price target of 165onFriday.DELLstockisdowntoday. Getthecompleteanalysishere.MohanprojectedcontinuedstrengthinAIservermomentumaheadofthecompany′sfiscalsecond−quarter2026earningsscheduledforAug.28.MohanexpectsDelltopostrevenueof165 on Friday.DELL stock is down today. Get the complete analysis here.Mohan projected continued strength in AI server momentum ahead of the company's fiscal second-quarter 2026 earnings scheduled for Aug. 28.Mohan expects Dell to post revenue of 29.4 billion and EPS of 2.35,bothatthehighendofguidance,withAIserverrevenueof2.35, both at the high end of guidance, with AI server revenue of 7.3 billion and orders of $5 billion, leaving a quarter-end backlog o ...