12:15 PM EDT, 05/15/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our price target by $24 to $263, 17.5x our FY 28 (Jan.) EPS view, above DELL's three-year average (~11x) as significant demand from the AI buildout offsets PC weakness and temporary supply/margin risks. We lift our FY 27 EPS view by $0.15 to $12.95 and raise FY 28's by $0.14 to $15.05. As Q1 earnings have progressed, all signs point to better-than-expected demand for all things AI, validated by continued increases in hyperscalers' capex projections and improving projections across semis/semi equip. We also see upside associated with comments from President Trump last Friday to "go out and buy a Dell" (sending shares up 13% on the day), which we doubt moves the needle much on the PC business but which we think signals a further divergence in reputation between DELL and server peer SMCI (amid associated export control violations), further solidifying our position that customer demand and priority supply allocations (of GPUs and memory) will shift towards DELL/HPE, creating incremental demand.