Piper Sandler's James Fish made two eye-catching calls on Thursday. He upgraded DELL and F5, Inc. to Buy while dramatically lifting price targets on both.
Dell's new target sits at $497, up from $167 previously — a near-tripling that implies around 200% upside from current levels. The $103 billion PC-and-server giant has been riding AI infrastructure demand. Short sellers look unconvinced — DELL's SI % FF sits at 6.7%.
F5 got a target of $423, up from $356. Fish sees upside in the networking and application delivery firm as AI drives more traffic management complexity. FFIV carries just 2.7% SI % FF, suggesting limited bearish positioning.
Elsewhere, Dollar Tree attracted a new analyst recommendation today. The discount retailer has faced pressure from tariff costs and consumer softness. Analysts are split — the consensus shows 6 buys, 12 holds, and 8 sells. At a $21.7 billion market cap with 7.3% SI % FF, short sellers remain active.
Williams Companies saw its consensus target edge up to $82.77 from $82.42. The midstream gas operator continues to attract steady support from energy analysts amid LNG export tailwinds.
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