12 AI News and Analyst Ratings You Probably Missed

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3. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 63

Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide.

As reported by TipRanks on March 24, analyst Wamsi Mohan from Bank of America Securities reaffirmed a Buy rating on Dell Technologies, maintaining a $150 price target. The rating reflects Dell’s strong presence in the AI market and key partnerships, highlighted at Nvidia GTC 2025, where its AI infrastructure offerings, including AI PCs and Nvidia-powered racks, were recognized. Dell has also expanded its AI solutions, delivering the AI Factory to over 2,200 customers.

Financially, Dell increased its dividend by 18% and approved a $10 billion buyback, emphasizing shareholder returns. Despite a 15% stock decline this year, its valuation remains low at 9.5 times projected 2026 earnings, suggesting upside potential. Supplier data from Asia also indicates strong demand for Dell’s GB200 systems, reinforcing confidence in its growth.

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