Dell shares have more than doubled over the past year, but the AI-linked boom in demand that has boosted shares is largely priced into the stock, per UBS.
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The bank upgraded the PC and server stock to overweight from equal weight.
Josh Brown and Sean Russo look at how Dell made it back into the Best Stocks list, and where it's going from here.
UBS sees shares of Cisco rallying 20% from their current levels.
Dell reported second-quarter results on Thursday that surpassed analyst estimates on the top and bottom line.
Morgan Stanley's updated price target implies that shares of Dell could slide 18% from here.
Bernstein believes that Dell's AI server revenue could reach $50 billion by fiscal year 2027.
