Analysts delivered the biggest target price swing of the day to HPE. The consensus average target jumped from $29.92 to $40.13 — a 34% increase in a single move. The $57 billion server and networking giant has been riding AI infrastructure tailwinds.
DELL also saw a consensus target lift, rising from $469.45 to $482.86. That puts the AI PC and server maker at a market cap of $137 billion. Analysts remain heavily in the "Buy" camp with 18 buy ratings.
CRWD received a modest target nudge higher, to $564.84 from $564.24. CrowdStrike carries 40 buy ratings against just one sell. That near-unanimous bullishness rarely shifts.
The lone downside call fell on CRM. Salesforce's consensus target slipped from $255.27 to $254.99. Short interest sits at 7.5% of free float. Bearish positioning is building even as the stock holds $156 billion in market cap.
NTAP rounded out the tech hardware story. NetApp's target rose from $163.07 to $167.93. Storage demand is firming alongside data center expansion.
The overarching theme: hardware and cybersecurity players are winning analyst upgrades. Cloud software faces more scrutiny.
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.
