Morgan Stanley's updated price target implies that shares of Dell could slide 18% from here.
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Dell shares have more than doubled over the past year, but the AI-linked boom in demand that has boosted shares is largely priced…
The bank double-downgraded Dell from overweight to underweight and downgraded HPE from overweight to equal weight.
Morgan Stanley sees shares of Lam Research falling 8% from here.
Shares have pulled back more than 7% in 2025.
The bank upgraded the PC and server stock to overweight from equal weight.
Shares have pulled back more than 30% in 2025.
