Analysts are doubling down on AI infrastructure names. Vertiv Holdings and Dell Technologies both received upgrades today, reflecting growing confidence in data centre demand.
DELL was upgraded to a buy-equivalent rating. The consensus target price stands at $483.83. That implies meaningful upside from current levels. Dell's $124bn market cap makes this one of the larger calls of the day.
VRT also climbed the ratings ladder. The upgrade pushed the consensus target to $378.31. Vertiv, a maker of power and cooling systems for data centres, has a $111bn market cap. Its short interest sits at just 3.9% of free float. Bears are not crowding in.
Oracle drew two separate target price upgrades. The average target rose to $256.20. Oracle carries a $592bn market cap. Short interest is a low 2.1% of free float. Analysts are clearly bullish after recent earnings strength.
Elsewhere, Casey's General Stores received a target hike to $849.80 from $839. The convenience store chain rarely makes analyst headlines. The quiet upgrade suggests steady underlying momentum.
APA Corporation saw multiple rating changes in the energy space. The consensus target edged down slightly to $43.24.
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