Edited by Peter Hillerberg1 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
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 and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
