From Financial Modeling Prep: 2025-05-13 11:45:00

Raymond James raises Dell Technologies (NYSE:DELL) price target to $144 from $139, maintaining Outperform rating. Confidence in long-term AI-driven growth despite short-term headwinds like delays in AI platform rollouts and increased PC demand due to tariffs.

Transition between GPU generations in Dell’s AI infrastructure causes concern for near-term sales shortfall in AI-related products. Analysts remain optimistic about Dell’s positioning post-2025 as enterprise AI adoption shifts towards inferencing and real-world applications.

Investors may see softness in Dell’s AI segment results with earnings report on May 29. However, the broader story remains strong as AI infrastructure demand grows across the enterprise landscape, positioning Dell for sustained growth above historical levels.



Read more at Financial Modeling Prep:: Raymond James Lifts Dell Price Target on Long-Term…