Dell Analyst Adopts Bearish Stance; Check Out the Top 5 Downgrades for Monday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
0mins
Source: Benzinga
Dell Technologies Downgrade: Morgan Stanley analyst Erik Woodring downgraded Dell Technologies from Overweight to Underweight, reducing the price target from $144 to $110, with shares closing at $133.76.
Sealed Air Corporation Rating Change: Stifel analyst Lars Kjellberg downgraded Sealed Air Corporation from Buy to Hold, while raising the price target from $43.8 to $45, as shares closed at $43.28.
Ardent Health Inc. Adjustment: Keybanc analyst Matthew Gillmor downgraded Ardent Health, Inc. from Overweight to Sector Weight, with shares closing at $9.01.
HP Inc. and Adverum Biotechnologies Downgrades: Morgan Stanley downgraded HP Inc. from Equal-Weight to Underweight, lowering the price target from $26 to $24, while HC Wainwright downgraded Adverum Biotechnologies from Buy to Neutral, slashing the price target from $30 to $5.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 305.320
Low
113.00
Averages
164.85
High
180.00
Current: 305.320
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- National Health Properties Outlook: Citizens initiates coverage of National Health Properties as outperform, believing the REIT is enhancing organic growth by increasing exposure to Senior Housing Operating Properties, indicating confidence in the senior living market.
- Nvidia Data Center Potential: Bernstein reiterates Nvidia as outperform, highlighting the enormous and still early datacenter opportunity, which is expected to provide significant upside, reflecting optimism in tech stocks.
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- Snowflake Breakout: Snowflake shares soared over 35% today as it enhances its competitiveness against private Databricks by securing a $6 billion spending deal with Amazon Web Services, signaling a rerating in the cloud consumption AI sector.
- Salesforce Growth: Salesforce reported strong earnings last night, particularly in Agentforce, bolstered by a significant buyback; however, sluggish performance in Tableau and the commerce vertical led to a stock decline of over 1.5%, reflecting market caution regarding its future growth.
- Marvell's Strong Performance: Marvell delivered impressive earnings with accelerating revenue in data center chips and robust optical business performance, despite challenges in parts supply; shares rose 3.5%, indicating market confidence in its long-term growth potential.
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- User Registration: Nearly 6 million children have registered for Trump Accounts to date, indicating strong family interest in this new investment tool, which could foster a culture of investing among future generations.
- Funding Contribution Policy: Parents can contribute up to $5,000 annually to children's accounts, while employers can add $2,500 per employee, incentivizing more families to engage in investing and promoting long-term wealth growth for children.
- Investment Strategy: Trump Accounts will be invested in broad U.S. equity index funds, ensuring the potential for capital appreciation while providing children with a stable financial foundation, aligning with government strategies to enhance financial literacy among youth.
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- Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, falling short of the $11.36 billion expected by analysts, resulting in a 1% stock decline; however, the raised full-year earnings guidance indicates confidence in future growth.
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- Market Volatility: S&P 500 and Dow futures dipped 0.1%, while Nasdaq and Russell 2000 futures fell 0.3% due to geopolitical developments and upcoming inflation data, indicating a cautious investor sentiment regarding market outlook.
- Corporate Movements: Snowflake's stock surged 35% following a strong Q1 performance and the acquisition of AI platform Natoma, highlighting its expansion potential in the cloud computing sector and likely attracting more investor interest for future growth.
- Economic Data Focus: Investors are closely watching the upcoming Core PCE Price Index and initial jobless claims data, which will provide crucial insights for the Federal Reserve's monetary policy decisions and could influence future market trends.
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- Wide Product Support: The contract covers Microsoft software licenses, cloud subscriptions, and Software Assurance services, supporting the DOD's continued use of core Microsoft products while addressing the increasing demand for cloud and hybrid solutions, further solidifying Dell's market presence.
- Positive Stock Reaction: Dell's stock reacted positively to the announcement, closing at $305.32 on Wednesday and climbing 4.2% to $318.21 in after-hours trading, reflecting market optimism regarding the implications of this agreement.
See More
Key Wall Street Ratings Updates for Thursday
- Tesla Robotaxi Expansion: Morgan Stanley reiterates Tesla as equal weight, noting survey checks indicate increased hiring of 'AI Safety Operators' in northern metro areas, suggesting Tesla is gearing up for robotaxi operations expansion, which could enhance future revenues.
- National Health Properties Outlook: Citizens initiates coverage of National Health Properties as outperform, believing the REIT is enhancing organic growth by increasing exposure to Senior Housing Operating Properties, indicating confidence in the senior living market.
- Nvidia Data Center Potential: Bernstein reiterates Nvidia as outperform, highlighting the enormous and still early datacenter opportunity, which is expected to provide significant upside, reflecting optimism in tech stocks.
- Quanta Services Rating Upgrade: Oppenheimer upgrades Quanta Services from perform to outperform with an $800 price target, indicating strong growth potential in the coming years, particularly in adjusted EBITDA expectations.
See More
Market Dynamics and Investment Opportunities Analysis
- Market Outlook: Stock futures are lower this morning, although oil prices are rebounding after strikes in Iran, and the PCE index showed a year-over-year increase of 3.8%, which, while high, did not exceed expectations, indicating a potential easing of inflationary pressures that could positively impact market sentiment.
- Snowflake Breakout: Snowflake shares soared over 35% today as it enhances its competitiveness against private Databricks by securing a $6 billion spending deal with Amazon Web Services, signaling a rerating in the cloud consumption AI sector.
- Salesforce Growth: Salesforce reported strong earnings last night, particularly in Agentforce, bolstered by a significant buyback; however, sluggish performance in Tableau and the commerce vertical led to a stock decline of over 1.5%, reflecting market caution regarding its future growth.
- Marvell's Strong Performance: Marvell delivered impressive earnings with accelerating revenue in data center chips and robust optical business performance, despite challenges in parts supply; shares rose 3.5%, indicating market confidence in its long-term growth potential.
See More
Trump Accounts App Launches for Children's Investment Accounts
- App Launch: The Trump Accounts app officially launched on Thursday, allowing families to download and register for children's investment accounts, with initial deposits expected as early as July 4, marking a significant advancement in children's investment opportunities.
- User Registration: Nearly 6 million children have registered for Trump Accounts to date, indicating strong family interest in this new investment tool, which could foster a culture of investing among future generations.
- Funding Contribution Policy: Parents can contribute up to $5,000 annually to children's accounts, while employers can add $2,500 per employee, incentivizing more families to engage in investing and promoting long-term wealth growth for children.
- Investment Strategy: Trump Accounts will be invested in broad U.S. equity index funds, ensuring the potential for capital appreciation while providing children with a stable financial foundation, aligning with government strategies to enhance financial literacy among youth.
See More
Significant Stock Movements for Multiple Companies
- Dollar Tree Earnings Beat: Dollar Tree reported adjusted earnings of $1.74 per share for Q1, exceeding analyst expectations of $1.53, leading to an over 11% stock surge, while the partnership with DoorDash enhances its competitive edge through on-demand delivery.
- Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, falling short of the $11.36 billion expected by analysts, resulting in a 1% stock decline; however, the raised full-year earnings guidance indicates confidence in future growth.
- Agilent Raises Earnings Outlook: Agilent Technologies increased its full-year adjusted earnings guidance to between $6 and $6.10 per share, surpassing previous estimates of $5.90 to $6.04, causing a 9% stock increase that reflects strong performance in the healthcare equipment sector.
- Snowflake Soars: Snowflake plans to invest $6 billion in Amazon Web Services over five years and reported Q1 adjusted earnings of $0.39 per share and revenue of $1.39 billion, both exceeding market expectations, resulting in a nearly 37% stock increase.
See More
Investors Eye PCE Report Amid Geopolitical Tensions
- Geopolitical Tensions: Renewed U.S. military strikes in Iran have prompted retaliation from the Iranian Revolutionary Guard, causing crude oil prices to rise by 3%, which not only affects market sentiment but could also have long-term implications for global energy supply chains.
- Market Volatility: S&P 500 and Dow futures dipped 0.1%, while Nasdaq and Russell 2000 futures fell 0.3% due to geopolitical developments and upcoming inflation data, indicating a cautious investor sentiment regarding market outlook.
- Corporate Movements: Snowflake's stock surged 35% following a strong Q1 performance and the acquisition of AI platform Natoma, highlighting its expansion potential in the cloud computing sector and likely attracting more investor interest for future growth.
- Economic Data Focus: Investors are closely watching the upcoming Core PCE Price Index and initial jobless claims data, which will provide crucial insights for the Federal Reserve's monetary policy decisions and could influence future market trends.
See More
Dell Secures $9.69 Billion Software Agreement with DOD
- Massive Contract Value: Dell Federal Systems has secured a $9.69 billion Blanket Purchase Agreement with the Department of Defense, marking a significant breakthrough in government contracts that is expected to substantially boost revenue and market share.
- Streamlined Procurement: The agreement aims to simplify and centralize software procurement across the DOD, Intelligence Community, and Coast Guard, enhancing procurement efficiency and strengthening Dell's competitive position in the government sector.
- Wide Product Support: The contract covers Microsoft software licenses, cloud subscriptions, and Software Assurance services, supporting the DOD's continued use of core Microsoft products while addressing the increasing demand for cloud and hybrid solutions, further solidifying Dell's market presence.
- Positive Stock Reaction: Dell's stock reacted positively to the announcement, closing at $305.32 on Wednesday and climbing 4.2% to $318.21 in after-hours trading, reflecting market optimism regarding the implications of this agreement.
See More
