DELL dominated analyst activity Monday. Three separate firms lifted their price targets on the server giant. Bernstein's Mark Newman raised his target from $280 to $500. Morgan Stanley went further, upgrading Dell from Sell to Hold with a new $448 target. Mizuho also moved to $500. The moves follow strong AI server demand driving Dell's order book higher.
ACN faced a rare blow. Consensus downgrades pushed Accenture lower. The IT services giant saw its analyst consensus slip, with the average target price edging down to $244. Investors are weighing slowing consulting demand against cost pressures.
Mizuho analyst Vijay Rakesh made bold calls across the tech space. He lifted AMD to $615 from $515. SMCI got a target raise to $44 from $36. INTC moved to $128 from $124.
HOOD received a fresh Buy initiation from Keybanc at a $100 target. The brokerage platform carries a $74.6B market cap. Short interest sits at 4.8% of free float.
Ciena CIEN also saw a positive consensus target price revision, moving to $464 from $459, reflecting upbeat sentiment on optical networking demand.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
