Goldman Sachs·2026-11-02SectorBuy$570 → $590▲Americas Technology_ Hardware_ Key themes and expectations heading into C3Q26 results for DELL, HPE, NTAP & HPQ
Bernstein·2026-10-13CompanyOutperform$650U.S. IT Hardware Server OEMs: Three Investor Concerns on DELL and Why We Think the Risk Is ManageableDell Technologies·Top pick
Goldman Sachs·2026-10-08CompanyBuy$570Dell Technologies Inc. (DELL.US): Key takeaways from investor field trip to HQ
Morgan Stanley·2026-09-23CompanyEqual-weight$511Dell Technologies Inc. Live From 1 Dell Way - Why This Time is Different
UBS·2026-09-21SectorUS Enterprise Hardware and Networking: UBS Evidence Lab inside: Consumer PC survey suggests memory weighing on demand
J.P. Morgan·2026-10-20CompanySuper Micro (SMCI.US) F1Q27 Preannouncement: Stronger AI Mix and Better-Than-Expected Margins Drive Upside; Margin Sustainability to Be in Focus
Bernstein·2026-10-20CompanyOutperform$650U.S. IT Hardware: SMCI: Preliminary results shows AI Infra strength continues
Goldman Sachs·2026-10-20CompanySuper Micro Computer Inc. (SMCI.US): F1Q27 preannouncement: Top-line & margin beat on strong AI platform demand, favorable customer mix
Goldman Sachs·2026-10-15SectorAmericas Technology: Hardware: Expert Network Series: 2027 Enterprise IT Spending Outlook with Channel Expert