11 AI News and Ratings You Probably Missed

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4. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 63

Dell Technologies Inc. (NYSE:DELL) provides computing, storage, networking, cybersecurity, and IT solutions for businesses and consumers worldwide.

On February 28, Goldman Sachs analyst Mike Ng reaffirmed a Buy rating on Dell Technologies with a $145 price target. His positive outlook is based on strong Q4 FY25 earnings, driven by Infrastructure Solutions Group (ISG) performance, which compensated for weaker Client Solutions Group results. Some of the key factors include strong ISG margins, AI server growth, and a focus on high-margin products. While there are challenges in AI server orders, Dell’s substantial backlog and upcoming PC refresh cycle in FY26 indicate growth potential, supported by early market recovery signs.

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