10 AI News and Ratings Making Waves on Wall Street

4. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 60

Dell Technologies Inc. (NYSE:DELL) provides comprehensive IT solutions, including infrastructure, client devices, cybersecurity, and services, serving businesses and institutions globally.

On February 18, Bank of America reduced Dell’s price target from $155 to $150 while maintaining a Buy rating ahead of its Q4 report on February 27. The firm expects discussions to focus on Dell’s AI server backlog and delays in Blackwell. Although near-term challenges in AI server revenue and margins are anticipated, BofA expects these issues to be temporary. As Dell meets AI server demand and customers increase enterprise spending, its revenue and margins are expected to improve over time.