AI Infrastructure Names Get Analyst Boost

Three technology and infrastructure stocks received upgrades in the latest round of analyst activity, pointing to renewed bullishness on AI-linked hardware plays.

Vertiv Holdings was upgraded, with the consensus target price rising to $378. The data center power specialist carries a $111bn market cap. Short interest sits at just 3.9% of free float. That low short interest signals little bearish pushback against the upgrade.

Dell Technologies also received an upgrade. The consensus target moved to $484. Dell's AI server business has driven strong momentum. Its $124bn market cap reflects that growth story.

Corning picked up an upgrade too, with a consensus target of $198. Corning's optical fiber business benefits directly from data center build-outs.

On the consumer side, Ulta Beauty saw target prices tick higher to $627. Analysts remain broadly bullish, with 19 buy ratings against just 3 sells.

Arthur J. Gallagher was the standout insurance upgrade. The consensus buy count moved from 15 to 16, with a target of $264.

Oracle drew mixed action. One firm raised its target while another cut, leaving consensus near $255. The split reflects debate over Oracle's cloud growth pace.

Accenture saw a modest target cut to $237, with no buy ratings in the current consensus — a cautious read on IT spending.