UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?
UBS said Dell’s AI server growth is largely priced in after a 157% rally, even as it lifted its earnings outlook and price target.
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6 Articles
UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?
The post UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips? appeared first on 24/7 Wall St.. Quick Read Dell Technologies (DELL) received a UBS downgrade to Neutral from Buy, but the firm raised its price target to $243 from $167, reflecting expected EPS of $17 in 2027. UBS downgraded Dell stock based on valuation concerns after a 157% share-price run-up over 12 months, arguing that much of the company’s future earnings pow…
Dell falls as UBS warns explosive AI-driven gains may be peaking; downgrades stock
Shares of Dell Technologies DELL fell nearly 6% on Monday after UBS downgraded the company to “Neutral” from “Buy,” arguing that the stock’s sharp rally this year has already captured much of the upside from booming demand for artificial intelligence infrastructure.Dell shares dropped 5.8% to $245.35, underperforming broader markets as the S&P 500 and Nasdaq Composite gained 0.34% and 0.29%, respectively.The decline came after the stock nearly d…
Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In
UBS downgraded Dell Technologies to Neutral from Buy, citing a 170% surge in Dell shares over 12 months and saying valuation now reflects its AI server growth story. Dell’s stock closed at $260.46 on Friday, up 13% after President Trump publicly praised the company. Dell forecasts $50 billion in fiscal 2027 AI server revenue, more than double current levels. The board is seeking approval to reincorporate from Delaware to Texas. The post Dell Tec…
Donald Trump's Recent Comment Results in Dell Stock Surge
(Photo Credit: Anna Moneymaker/Staff via Getty Images) Shares in Dell Technologies surged to a record high on May 8 after Donald Trump publicly recommended the company and encouraged Americans to buy its products during a White House event. Dell stock surged as much as 14.6% during intraday trading on Friday, reaching an all-time high of $263.99. Shares later closed at $260.46, up roughly 12% for the day and closing the company’s strongest tradi…
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