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Dell has also gained from recent\u00a0turmoil<\/a> at rival Super Micro Computer after U.S. authorities charged one of the company\u2019s co-founders over alleged export-control violations tied to Nvidia chips. Analysts said they believe some customers might have redirected orders to Dell in\u00a0the\u00a0weeks following the allegations.<\/p>\n UBS\u2019 View On DELL<\/p>\n DELL\u2019s rally appears heated with the upside from business momentum and other factors already priced, UBS indicated. \u201cAccelerating AI server demand [is] largely priced in,\u201d analyst David Vogt said Sunday in a note to clients. \u201cThe risk\/reward going forward is more balanced following strong execution over the past 12 months.\u201d<\/p>\n UBS said investors are pricing in earnings-per-share growth of at least 30% to 35%, which is significantly higher than both UBS\u2019 projections and Dell\u2019s own long-term expectation of midteens growth.<\/p>\n In other words, while Dell might well revise its guidance higher in the next few quarters, these revisions are \u201clikely already expected,\u201d Vogt argued. Still, UBS bumped its price target on the stock to $243, up from $167, although the new target is still 1.6% lower from the stock\u2019s last close.<\/p>\n Retail View On DELL<\/p>\n On Stocktwits, the retail sentiment for DELL turned \u2018extremely bullish\u2019 on Monday, up from \u2018bullish\u2019 last Friday,\u00a0<\/p>\n \u201cDell should still have plenty of upside moving forward… with a market cap still below $200B, and its data center business is still, relatively, under the radar,\u201d\u00a0said<\/a> a trader. Some were skepital as well. \u201cDELL started short position on Friday. This has -10% to go more,\u201d one\u00a0said<\/a>.<\/p>\n Next Catalysts For DELL<\/p>\n Monday\u2019s drop came after President Donald Trump offered a\u00a0hat tip<\/a> to the company at at a White House event last Friday. Trump thanked the Dell family and said, “Go out and buy a Dell! They’re great.”<\/p>\n Last week, Goldman Sachs raised its price target on Dell Technologies to $215 from $195 and maintained a \u2018Buy\u2019 rating.<\/p>\n Traders are now focusing on Dell Technologies World 2026 conference, which kicks off on Monday in Las Vegas, Nevada. Among the hotly anticipated items, Nvidia CEO Jensen Huang\u2019s joint keynote with Dell CEO Michael Dell on the opening day is generating interest.<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0GSIT Stock Rallies: AI Data Center Momentum Lifts Small-Cap SRAM Memory Chip Maker<\/a><\/p>\n
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