Why Dell Technologies Stock Is Moving Higher Today
Why Dell Technologies Stock Is Moving Higher Today
Dell Technologies (NASDAQ:DELL) shares are trading higher on Wednesday following positive analyst coverage from Morgan Stanley.
在摩根士丹利分析師的積極報道下，戴爾科技（納斯達克股票代碼：DELL）股價週三走高。
What Happened: Morgan Stanley analyst Erik Woodring maintained Dell with an Overweight rating and raised the price target from $128 to $152, citing accelerating momentum in Dell's AI server and storage businesses.
發生了什麼：摩根士丹利分析師埃裏克·伍德林維持戴爾的增持評級，並將目標股價從128美元上調至152美元，理由是戴爾的人工智能服務器和存儲業務勢頭加速。
Dell remains the best way to play growing AI server momentum, inflecting storage demand and an improving PC market, according to Woodring.
伍德林表示，戴爾仍然是發揮不斷增長的人工智能服務器勢頭、影響存儲需求和個人電腦市場改善的最佳方式。
Morgan Stanley named Dell a top pick noting that it's only trading at approximately 13 times the firm's estimates for fiscal-year 2026.
摩根士丹利將戴爾列爲首選，並指出其交易價格僅爲該公司2026財年預期的13倍左右。
"Our customer and supply chain checks suggests DELL's AI server and storage businesses are seeing more momentum than we had previously assumed," Woodring said in a note to clients.
伍德林在給客戶的一份報告中說：“我們的客戶和供應鏈調查表明，戴爾的人工智能服務器和存儲業務的勢頭比我們先前想象的要大。”
The Morgan Stanley analyst also highlighted an uptick in component vendors and assembly partners orders, reflecting repeat purchase orders from Dell's existing customer base, as well as a key competitive AI server win from Tesla, which Morgan Stanley believes could be as large as 8,000 to 10,000 AI servers this year.
摩根士丹利分析師還強調了組件供應商和裝配合作夥伴訂單的增加，這反映了戴爾現有客戶群的重複採購訂單，以及特斯拉在競爭中贏得的關鍵人工智能服務器，摩根士丹利認爲今年人工智能服務器的規模可能高達8,000至10,000臺。
"At the same time, we are seeing AI server momentum in the Enterprise as well," Woodring added.
伍德林補充說：“同時，我們也看到了企業中人工智能服務器的勢頭。”
Morgan Stanley now forecasts EPS of just over $8 for fiscal-year 2025 and anticipates a guidance raise from Dell in the April quarter. The firm's Street high price target of $152 implies a 15 times multiple on fiscal-year EPS of $10.12. Woodring noted that Morgan Stanley's bull case includes a price target of $195.
摩根士丹利現在預測2025財年的每股收益將略高於8美元，並預計戴爾將在4月季度提高預期。該公司的華爾街目標股價爲152美元，這意味着該財年每股收益爲10.12美元的15倍。伍德林指出，摩根士丹利的牛市包括195美元的目標股價。
Related Link: Dell To Rally Over 13%? Here Are 10 Top Analyst Forecasts For Wednesday
相關鏈接：戴爾將上漲超過13％？以下是週三分析師的十大預測
Dell Price Action: At the time of publication, Dell shares are up 9.24% at $146.51, according to Benzinga Pro.
戴爾價格走勢：根據Benzinga Pro的數據，截至發佈時，戴爾股價上漲9.24％，至146.51美元。
Photo: Shutterstock
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譯文內容由第三人軟體翻譯。