What Analysts Think of Dell Stock Ahead of Earnings | Global News Avenue

Dell Technology (Dell) is expected to report fiscal 2025 fourth-quarter results after the market closure ended on Thursday, with analysts calling for revenue growth driven by server and network solutions.

Of the seven analysts covering the visible Alpha tracking stocks, six stocks rated the stock as “buy” or equivalent, and only one gave the stock a rating of “hold”. Their consensus target price is nearly $148, about 30% from Monday’s closing price.

PC manufacturers are expected to report adjusted Earnings per share (EPS) Net sales were $24.56 billion, up from $220 million and $22.32 billion a year ago. Its infrastructure solutions group, including server and network solutions, is expected to deliver a record $11.74 billion in revenue, up more than 25% year-on-year.

AI server revenue may struggle in the short term, analysts say

Bank of America’s price target dropped from $155 last week to $150 while maintaining a “buy” rating, betting AI NVIDIA’s ongoing supply chain problems can hinder server revenue in the short term (NVDA) Blackwell chips. The bank expects revenue from AI servers to decline in the quarter-quarter, but Dell will show “healthy AI order growth.”

Morgan Stanley lowered its price target to $128 from $154 earlier this month, saying the company’s short-term outlook is “off-and-off” even if demand for AI servers is “still strong.”

Dell reportedly is Close to the transaction Selling over $5 billion servers powered by NVIDIA GB200 chips to Elon Musk’s Xai.

Dell’s stock fell about 3% on Monday, but has risen more than 23% in the past 12 months.