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Wall Street Bullish on Dell Technologies Amid AI Infrastructure Boom
Wall Street Bullish on Dell Technologies Amid AI Infrastructure Boom
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Analysts project a 20% upside for Dell Technologies (DELL) stock, backed by a Strong Buy consensus. Rising demand for AI infrastructure and enterprise solutions fuels optimism, with the company reporting $12.1 billion in AI orders last quarter—surpassing its entire FY25 shipments. A $14.4 billion backlog underscores robust demand.
Evercore's Amit Daryanani reaffirmed his Buy rating, citing Dell's resilient pricing strategy and supply chain execution. The stock's momentum reflects broader tech sector growth, with institutional investors increasingly viewing Dell as a key player in the AI-driven market expansion.
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