{"id":341200,"date":"2026-03-11T21:08:08","date_gmt":"2026-03-11T21:08:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/341200\/"},"modified":"2026-03-11T21:08:08","modified_gmt":"2026-03-11T21:08:08","slug":"this-ai-server-stock-is-set-for-a-50-rally-according-to-bernstein","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/341200\/","title":{"rendered":"This AI server stock is set for a 50% rally, according to Bernstein"},"content":{"rendered":"<p>Dell Technologies is set to become a beneficiary of emerging artificial intelligence use cases, according to Bernstein. The investment firm reiterated its outperform rating on the technology stock and raised its price target to $220 from $180. Shares of Dell have surged 17% this year and are up more than 60% in the past 12 months. Bernstein&#8217;s revised price forecast implies an upside of 53% for the stock. DELL 1Y mountain DELL 1Y chart Bernstein analyst Mark Newman cited the growing adoption of artificial intelligence as a catalyst for Dell. &#8220;Dell continues to knock the lights out with AI revenue and profit growth, while solid execution all around continues,&#8221; he wrote. &#8220;Dell&#8217;s recent FQ4&#8217;26 AI server momentum ratcheted up a notch with all-time high quarterly revenues ($9B), orders ($34.1B) and backlog ($43B).&#8221; Newman now sees Dell as the clear leader for original equipment manufacturer market share in AI servers, even ahead of competitors. He noted that Dell&#8217;s AI server momentum remained &#8220;exceptionally strong&#8221; last quarter, citing broad-based demand while enterprise clients continue to grow. Newman added that Dell has already characterized enterprise as the fastest growing portion of its AI portfolio and pipeline. &#8220;Management highlighted record AI server orders of $34.1B and $9.5B of AI server shipments, exiting the quarter with a record $43B AI backlog. Dell expects $13B in AI server revenue for FQ1\/27, which represents 37% growth MoM,&#8221; Newman wrote. &#8220;We believe the enterprise market will be even more lucrative for Dell as it picks up a larger portion of AI server revenue in coming years.&#8221; By fiscal year 2027, the analyst expects Dell&#8217;s AI server revenue to reach $50 billion. This would represent year-over-year growth of 100% and land above consensus. He also applauded Dell&#8217;s confidence in maintaining its AI margin for upcoming backlog and orders. &#8220;Despite tighter components across the ecosystem, Dell reiterated confidence in its ability to deliver its FY27 plan and maintain mid-single-digit AI operating margins, supported by backlog visibility, supply-chain scale, and differentiated deployment\/services offerings,&#8221; Newman said.<\/p>\n","protected":false},"excerpt":{"rendered":"Dell Technologies is set to become a beneficiary of emerging artificial intelligence use cases, according to Bernstein. The&hellip;\n","protected":false},"author":2,"featured_media":341201,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,122,10683,61,1670,60,965,80],"class_list":["post-341200","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-dell-technologies-inc","tag-ie","tag-investment-strategy","tag-ireland","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/341200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=341200"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/341200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/341201"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=341200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=341200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=341200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}