Dell Technologies Inc. (DELL) Target Lifted to $126, Analysts Expect Modest Q1 Beat

From Yahoo Finance: 2025-05-22 23:35:00

Dell Technologies Inc. (DELL) is expected to outperform in Q1 with a price target raised to $126. Analysts anticipate modest growth despite mixed results and tariffs uncertainty, with strong demand for AI infrastructure leading the way.

Dell’s AI server business is strong, with $2.3 billion in expected revenue for Q1 and nearly $20 billion visibility for Fiscal 2026. Market share gains in Infrastructure Solutions Group and better performance in Client Solutions Group are anticipated for the first half of the year.

Despite recent success, Dell’s stock may pause after earnings. The firm remains positive about the second half of the year, ranking DELL 7th on a list of AI stocks making waves this week. Consider exploring other AI stocks for higher returns.

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