大行评级｜美银：上调戴尔目标价至167美元 上调2026财年收入及每股盈利预测

Group 1 - The core viewpoint of the report is a continued positive outlook on Dell Technologies' stock performance, with expectations of a 15% growth in earnings per share over the next five years, primarily driven by strong performance in AI servers [1] - Bank of America has revised its revenue and earnings per share forecasts for Dell for the fiscal year 2026, increasing the revenue estimate from $106.9 billion to $108.5 billion and the earnings per share estimate from $9.48 to $9.64 [1] - The target price for Dell's stock has been raised from $165 to $167, with a reaffirmation of the "buy" rating [1]