Bernstein believes that Dell's AI server revenue could reach $50 billion by fiscal year 2027.
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The bank upgraded the PC and server stock to overweight from equal weight.
Dell shares have more than doubled over the past year, but the AI-linked boom in demand that has boosted shares is largely priced…
Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue,…
Dell said it now plans to ship $20 billion of AI servers in its fiscal 2026, double what it sold last year.
Dell is an important bellwether for the health of the AI infrastructure industry as one of the top vendors for systems based…
The bank initiated the company, which produces cables and chips to connect powerful AI computers, at a buy rating.
