Dell Technologies (DELL) is a provider of IT hardware, software, and services. Following meetings with management, analysts reiterated a buy rating on Dell with a price target of $150.

Notably, analysts stated that they are incrementally optimistic about Dell’s ability to deliver high-single-digit revenue growth and a double-digit increase in earnings per share (EPS) and free cash flow (FCF) given the initiatives taken by the company over the past two years to optimize its cost structure and tailwinds from key AI investments.

Among the key takeaways from the meetings, the analysts highlighted that the AI server margins are turning out to be better than initially expected, with Dell earning a premium compared to rivals while delivering impressive growth. Also the company’s innovations in its infrastructure offerings, with its internal liquid cooling capabilities is becoming a more vital part of its strategy.

Meanwhile Dell expects to benefit from acceleration in enterprise AI adoption over the next five to seven years. In fact, the company believes that higher-margin enterprise customers could account for the vast majority of AI server sales over time. Dell is also confidence about navigating tariff woes, given that it “believes its diversified and global footprint is an advantage over its competitors.”

Make informed decisions with the Glebors.Keep abreast of significant corporate, financial and political developments around the world. Stay informed and spot emerging risks and opportunities with independent global reporting, expert commentary and analysis you can trust.

• Financial reports are independent global financial research reports that you can trust. The information keeps pace with important companies around the world, global financial and political dynamics, independent insights and unique perspectives, helping you catch up with the latest information and identify the potential risks and opportunities.
• Our financial special reports use professional knowledge to fully understand the market situation, break down the perspectives of experts, and rationally analyze data to help you eliminate noise, accurately identify the changes in political, economic and social trends, and fully aware of the risks and grasp the opportunities.
• Our goal is to help shape the uniqueness of each research space we are involved in. Our research provides readers with new insights in terms of the global economy, financial markets, asset classes and risk management. We will continue to present new insights into global markets and industries.

Glebors Global Finance’s amount of financial information digs into deeply major events and economic data that have a huge impact on the global economy, based on in-depth industrial research and special reports, with a truly global perspective。 Financial reports have become "must-read" financial information for senior managers. Gribs Global Finance currently has more than2.85 million Chinese readers and more than 3.5 million overseas readers, including more than 600,000 high-end member readers.