Big Bank Ratings | Bank of America: Sharply Raises Dell Technologies Price Target to $500, Reaffirms "Buy" Rating-To The Moon - Tiger Brokers Online Investing Community

Like
Comment
Favorite

Big Bank Ratings | Bank of America: Sharply Raises Dell Technologies Price Target to $500, Reaffirms "Buy" Rating

中金财经06-01

Bank of America Securities issued a report saying,Dell TechnologiesThe fiscal first quarter results beat expectations and significantly raised guidance for fiscal 2027, with revenue guidance raised by nearly $30 billion to ranging from $165 billion to $169 billion and earnings per share guidance raised by $5 to ranging from $17.65 to $18.15. The bank expects AI servers to continue to grow, ISS will perform strongly in Agentic enterprise and CSP workloads, and add-on sales of storage products will also increase, but it has the lowest confidence in PC business growth next year. Overall, it is believed that there is a chance to approach $25 in fiscal year 2028. The bank sharply raised its price target to $500 from $280, reiterating a "buy" rating, citing strong execution, still early stages of enterprise AI adoption, and the added value of its own IP in the storage business. 　　

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2640593927?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-06-01 15:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2640593927","market":"sh","top_or_hot":-1,"title":"Big Bank Ratings | Bank of America: Sharply Raises Dell Technologies Price Target to $500, Reaffirms \"Buy\" Rating","media":"中金财经","content":"<p><html><body>Bank of America Securities issued a report saying,<a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>The fiscal first quarter results beat expectations and significantly raised guidance for fiscal 2027, with revenue guidance raised by nearly $30 billion to ranging from $165 billion to $169 billion and earnings per share guidance raised by $5 to ranging from $17.65 to $18.15. The bank expects AI servers to continue to grow, ISS will perform strongly in Agentic enterprise and CSP workloads, and add-on sales of storage products will also increase, but it has the lowest confidence in PC business growth next year. Overall, it is believed that there is a chance to approach $25 in fiscal year 2028. The bank sharply raised its price target to $500 from $280, reiterating a \"buy\" rating, citing strong execution, still early stages of enterprise AI adoption, and the added value of its own IP in the storage business. 　　</p><p></body></html></p>","source":"zhongjincaijing_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Bank Ratings | Bank of America: Sharply Raises Dell Technologies Price Target to $500, Reaffirms \"Buy\" Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Bank Ratings | Bank of America: Sharply Raises Dell Technologies Price Target to $500, Reaffirms \"Buy\" Rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中金财经</strong><span class=\"h-time small\">2026-06-01 15:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Bank of America Securities issued a report saying,<a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>The fiscal first quarter results beat expectations and significantly raised guidance for fiscal 2027, with revenue guidance raised by nearly $30 billion to ranging from $165 billion to $169 billion and earnings per share guidance raised by $5 to ranging from $17.65 to $18.15. The bank expects AI servers to continue to grow, ISS will perform strongly in Agentic enterprise and CSP workloads, and add-on sales of storage products will also increase, but it has the lowest confidence in PC business growth next year. Overall, it is believed that there is a chance to approach $25 in fiscal year 2028. The bank sharply raised its price target to $500 from $280, reiterating a \"buy\" rating, citing strong execution, still early stages of enterprise AI adoption, and the added value of its own IP in the storage business. 　　</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260601/32266134.shtml\">中金财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2065171311.SGD","symbol_name":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","start_time":0,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260601/32266134.shtml","article_id":"2640593927","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640593927","pubTimestamp":1780298821,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"美银证券发表报告指，戴尔科技首财季业绩大胜预期，并大幅上调2027财年指引，收入指引上调近300亿美元至介乎1650亿至1690亿美元，每股盈利指引上调5美元至介乎17.65至18.15美元。该行预期AI服务器将持续增长，ISS在Agentic企业及CSP工作负载的表现强劲，储存产品的附加销售亦会增加，但对明年个人电脑业务增长的信心最低。整体而言，相信财年2028年有机会接近25美元。该行将其目标价由280美元大升至500美元，重申“买入”评级，理由包括执行力强劲、企业AI采用仍处于早期阶段，以及储存业务中自家IP的附加值提升。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4515":"5G概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","BK4588":"碎股","BK4543":"AI","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","DELL":"戴尔","DLLL":"2倍做多DELL ETF-GraniteShares","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC"},"translate_title":"Big Bank Ratings | Bank of America: Sharply Raises Dell Technologies Price Target to $500, Reaffirms \"Buy\" Rating","themeId":"084f9c1e844a6daf20339b16b5bd5ea9","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cf1bc4262e8d49664e2f3262bfa323be","symbols_score_info":{"DLLL":0.6,"DELL":1.97},"content_text":"美银证券发表报告指，戴尔科技首财季业绩大胜预期，并大幅上调2027财年指引，收入指引上调近300亿美元至介乎1650亿至1690亿美元，每股盈利指引上调5美元至介乎17.65至18.15美元。该行预期AI服务器将持续增长，ISS在Agentic企业及CSP工作负载的表现强劲，储存产品的附加销售亦会增加，但对明年个人电脑业务增长的信心最低。整体而言，相信财年2028年有机会接近25美元。该行将其目标价由280美元大升至500美元，重申“买入”评级，理由包括执行力强劲、企业AI采用仍处于早期阶段，以及储存业务中自家IP的附加值提升。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding,rating","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}