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Barclays Upgrades Dell (DELL) to Overweight on AI Server Momentum
Yahoo Finance· 2026-01-20 04:29
Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Analysts Are Watching Closely. On January 15, Barclays upgraded the stock to “Overweight” from Equal Weight with an unchanged price target of $148. Firm analysts see DELL poised for upside, driven by AI server momentum, enterprise recovery, and disciplined operating expenses. Dell holds robust strength in AI server orders, with analysts growing more comfortable with the margin profile of its AI server business. While gross margins remain pressured ...