{"id":234703,"date":"2026-01-15T14:08:07","date_gmt":"2026-01-15T14:08:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/234703\/"},"modified":"2026-01-15T14:08:07","modified_gmt":"2026-01-15T14:08:07","slug":"buy-dell-as-ai-server-business-gains-momentum-says-barclays","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/234703\/","title":{"rendered":"Buy Dell as AI server business gains momentum, says Barclays"},"content":{"rendered":"<p>The artificial intelligence server business will drive Dell Technologies shares higher, according to Barclays. The bank upgraded the PC and server stock to overweight from equal weight. It maintained its $148 price target on shares, implying about 25% upside from Wednesday&#8217;s close. &#8220;We are more positive on DELL given the strength in AI server orders, stability of AI op margins, expanding opportunities in enterprise server and storage, and DELL&#8217;s consistent disciplined opex management,&#8221; analyst Tim Long said in a note to clients. DELL 1Y mountain Dell 1-yr chart Dell plans to ship roughly $9.4 billion worth of AI servers in the fourth quarter, bringing the value of its shipments to $25 billion in the full year. &#8220;While GM is still likely in the HSD range, we think this is largely understood, and are encouraged that the company is managing to MSD op margins for the business,&#8221; Long wrote. According to Barclays&#8217; projections, Dell&#8217;s AI server business will grow by about 155% in the next two years. The hardware company is also likely to notch margin growth due to its strong operational expense management. As a result, analysts expect Dell&#8217;s earnings per share to increase by 20% going into 2027. Barclay&#8217;s call is in line with the consensus on Wall Street. Of the 26 analysts covering Dell, 19 have a buy or strong buy on shares, LSEG data shows. The stock has risen nearly 9% over the past 12 months.<\/p>\n","protected":false},"excerpt":{"rendered":"The artificial intelligence server business will drive Dell Technologies shares higher, according to Barclays. The bank upgraded the&hellip;\n","protected":false},"author":2,"featured_media":234704,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,553,14681,2338,111,139,69,2340,145],"class_list":["post-234703","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-investment-strategy","tag-new-zealand","tag-newzealand","tag-nz","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/234703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=234703"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/234703\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/234704"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=234703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=234703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=234703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}