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Dell stock jumps on RBC initiation, now up nearly 350% in 2026

Dell sold about $16.4 billion of AI servers in its second quarter, RBC said.

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cnbc.comStai leggendo2 h fa

Dell stock jumps on RBC initiation, now up nearly 350% in 2026

RBC initiates outperform on Dell ($640 target); stock up 350% in 2026 on Nvidia AI servers with $95B backlog and $16.4B Q2 AI sales. Dell's supply chain moat and full AI infrastructure stack position it as critical vendor for multi-year enterprise AI capex.

originale

qz.com2 h fa

Dell stock hits all-time high on RBC Capital outperform rating

RBC outperform rating for Dell (target $640): $16.4B quarterly AI server revenue, $95B backlog. Superior supply chain and Nvidia GPU access position Dell as strategic vendor for enterprise AI infrastructure in multi-year spending cycle.

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Timeline cronologica

venerdì 11 settembre 2026·cnbc.com
Dell stock jumps on RBC initiation, now up nearly 350% in 2026
Dell sold about $16.4 billion of AI servers in its second quarter, RBC said.
venerdì 11 settembre 2026·qz.com
Dell stock hits all-time high on RBC Capital outperform rating
RBC analyst David Paige set a $640 price target, citing Dell's position in a multi-year AI infrastructure spending cycle