Dell Technologies(US:DELL) 智通财经网·2025-08-28 07:09Group 1 - Morgan Stanley analyst Erik Woodring raised Dell Technologies' (DELL.US) target price from $135 to $144 while maintaining an "overweight" rating, citing recent stock price pullback as a more convincing basis for earnings assessment [1] - The analyst expects Dell's enterprise hardware business to slightly outperform expectations in Q2, driven by strong AI investments and good personal computer sales [1] - Dell is set to report its latest quarterly earnings after the market closes on Thursday [1] Group 2 - Dell is recognized as a leading original equipment manufacturer (OEM) in the AI computing space, with market share steadily increasing through collaborations with key clients xAI and CRVV [2] - The company is also seeing a resurgence in the enterprise storage market and has implemented a company-wide cost efficiency plan expected to drive earnings per share growth of over 10% in the next three years [2] - Dell's upcoming analyst day on October 7 will serve as a significant catalyst following the Q2 earnings report [2]