Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Headlines This Week. On August 13, Mizuho analyst Vijay Rakesh raised the price target on the stock to $160.00 (from $150.00) while maintaining an Outperform rating.
The firm increased estimates in the global artificial intelligence server group to reflect substantial ramps from the leading hyperscalers. The firm sees Rubin as a tailwind into the second half of 2026.
It has maintained its July quarter revenue and earnings per share estimates, while raising its fiscal 2026 estimates and fiscal 2027 projections. It also lifted its AI server revenue forecasts for fiscal years 2026 and 2027 driven by benefits from increasing AI server deployments. This includes xAI’s Colossus 2 ramp-up and anticipated capital expenditure increases from CRWV in the second half of 2025.
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“No change to our JulQ rev/EPS estimates at $29.0B/$2.25 (cons. $29.2B/$2.29), while we are raising F26E from $105B/$9.40 to $106B/$9.45 (cons. $105B/$9.39), F27E from $115B/$11.00 to $116B/$11.10 (cons. $112B/$10.81), AI Server revenues for F26/27E from $16.0B/$21.5B to $16.6B/$22.0B (cons. $16.0B/$21.0B).”
Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide.
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