Dell Stock Tumbles After Soft Sales Outlook—Why Analysts Are Still Bullish | Global News Avenue

Dell (Dell) Stocks fell on Friday, on the second day of the company Quarterly sales and year-round outlook Disappointed. Analysts say this could be an opportunity Buy dipping sauce.

“Any weakness in buying Dell’s stock and recommends Dell’s gentle revenue forecasts, given the recent headwinds of adverse market conditions,” UBS analysts told clients on Friday.

Dell expects revenue in fiscal 2026 to reach $100.1 billion, down from $100.5 billion, a midpoint below the $1003.81 billion analyst consensus aggregated by the Visible Alpha.

UBS lowered its price target from $158 to $150, although even at this level it will earn nearly 50% from Friday’s intraday price, at about $102. Dell shares have fallen about 6% since the beginning of the year and lost nearly 12%.

JPMorgan analysts reiterated their $150 price target, saying they still expect server makers like Dell to benefit from the booming demand for AI infrastructure. They added a rebound in PCs, and AI PCs could also provide further upside for their estimates.