Core Insights - Dell Technologies Inc. is gaining attention as a prominent AI stock, with Mizuho raising its price target from $160 to $170 while maintaining an Outperform rating, following Dell's Analyst Day in New York City [1] Financial Projections - The company has increased its financial targets for fiscal years 2026-2030, projecting a revenue compound annual growth rate (CAGR) of 7-9%, with earnings per share (EPS) expected to grow by 15% year-over-year and an estimated 80% free cash flow return [2] Segment Growth - Dell's Infrastructure Solutions Group (ISG) is anticipated to grow at an 11-14% CAGR, primarily driven by AI Servers, which are expected to lead with a 20-25% CAGR. The forecast may be conservative due to Dell's involvement in large-scale AI deployments, with an estimated 85% of customers deploying generative AI on-premises within two years [3] - The Client Solutions Group (CSG) revenue is projected to expand at a 2-3% annual rate, with a focus on gaining premium Commercial PC market share [4]

Dell Technologies Inc. (NYSE:DELL) is one of the stocks in Jim Cramer’s game plan for this week. Cramer showed quite a positive sentiment toward the company’s upcoming earnings. He commented: “Now, Dell, this one isn’t hard. They hold an analyst meeting on Tuesday, and I think it’s going to be terrific. This company has been the leader in working with NVIDIA to integrate artificial intelligence. When I sat down with Michael Dell earlier this year, I was blown away by how much business he’s doing in this s ...