DELL
Another day, another Dell upgrade
Dell is having one of those stretches where Wall Street can’t stop patting it on the back. JP Morgan just raised its price target to $205 from $165, which is analyst-speak for: “We still think this thing has more room to sprint.”
Why this matters
For you, the big deal isn’t the target price itself — it’s the message behind it. When a big bank keeps leaning bullish on Dell, it usually means the market is still buying the AI server story and the company’s place in the infrastructure boom.
The vibe on the Street is pretty clear
This comes on top of other recent upbeat calls, so Dell is starting to look like the kid in class who keeps getting extra credit:
- more optimism around AI demand
- more confidence in Dell’s hardware-heavy growth story
- more reasons for momentum traders to stay interested
Big picture: Dell doesn’t just have one analyst cheering it on — it’s starting to collect them like trading cards.