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Citigroup maintains Buy on Dell Technologies with PT raised to $160.
ByAinvest
Monday, Aug 11, 2025 9:21 am ET1min read
Citigroup maintains Buy on Dell Technologies with PT raised to $160.
Citigroup has maintained a "Buy" rating on Dell Technologies (NYSE: DELL) while raising its price target to $160. This move follows recent developments in the tech sector, particularly in the high-performance server market used for AI applications.Super Micro Computer (NASDAQ: SMCI) reported disappointing quarterly results and guidance, which sent its stock plunging 17%. The company missed Wall Street estimates for fourth-quarter revenue and profit, signaling potential market share losses to larger competitors like Dell and Hewlett Packard Enterprise (NYSE: HPE). Super Micro's fiscal year 2026 revenue forecast of at least $33 billion fell significantly short of its February projection of approximately $40 billion [1].
In contrast, Dell Technologies has seen its stock appreciate by 1.68% over the past month. The company is slated to release its earnings on August 28, 2025, with analysts forecasting an EPS of $2.28 and quarterly revenue of $29.21 billion. For the full year, the Zacks Consensus Estimates are projecting earnings of $9.45 per share and revenue of $104.02 billion, representing changes of +16.09% and +8.84% respectively from the prior year [2].
The contrasting fortunes of the server manufacturers have been evident in recent reports. While Super Micro's guidance was weaker than expected, Dell Technologies has been capturing market share in the competitive AI server market. This trend is reflected in Dell's recent stock performance and its upward revision of annual profit forecasts.
Citigroup's price target revision suggests optimism about Dell Technologies' ability to maintain its market position and capitalize on the growing demand for high-performance servers in AI applications. The investment community will be closely watching Dell's earnings performance and any changes in analyst estimates to gauge the company's near-term business trends.
References:
[1] https://www.investing.com/news/stock-market-news/dell-stock-falls-after-super-micro-computers-disappointing-results-93CH-4173218
[2] https://finance.yahoo.com/news/dell-technologies-dell-rises-higher-214503895.html
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