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Why Morgan Stanley Raised Its Price Target for Dell Ahead of Earnings Next Week

By 澳洲幸运5官方开奖结果体彩网:Andrew Kessel
Updated May 21, 2025
01:13 PM EDT
Dell Technologies exhibit at 2024WAIC in Shanghai.
"DELL's AI server business is gaining momentum," Morgan Stanley said.

NurPhoto / Getty Images

Key Takeaways

  • Dell Technologies is "gaining momentum" with its AI server business, Morgan Stanley said.
  • The bank significantly raised its price target for Dell stock with the company's quarterly earnings results due next week.
  • Morgan Stanley's new target is roughly in-line with the analyst consensus, according to Visible Alpha.

Dell Technologies’ (DELL) artificial intelligence server business is “gaining momentum,” Morgan Stanley told clients Tuesday.

The bank raised its price target for Dell stock to $126 from $89, a more than 40% increase, with the tech firm's earnings due out next Thursday. The revision brings Morgan 𝄹Stanley more in🍨 line with the analyst consensus of $131, which is tracked by Visible Alpha.

Shares of Dell ros🥀e 1% to above $115 in recent trading Wednesday, giving Morganꦉ Stanley’s target 9% upside. 

"DELL's AI server business is gaining momentum," Morgan Stanley said. The company could see nearly $20 billion in AI server revenue this year, the analysts added, amid an AI infrastructure market that has swelled to more $150 billion. Meanwhile, general server demand “remains stable” with Dell picking up market share. 

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  1. Morgan Stanley. "Dell Technologies. F1Q26 Preview - Market Already Pricing-In Solid Results."

  2. Dell Technologies. “.”

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