Mizuho Raises Dell Price Target, Lowers Super Micro Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy DELL?
Source: seekingalpha
- Dell Price Target Increase: Mizuho raised Dell's price target from $180 to $215 while maintaining an Outperform rating, anticipating strong AI server demand for 2026-27, which could shift market sentiment positively for the company in the near term.
- Super Micro Price Target Cut: Mizuho lowered Super Micro's price target from $33 to $25, keeping a Neutral rating, but noted risks from former employees' NVDA GPU sales to China, which could divert orders to Dell.
- Market Demand Forecast: Analysts project that major cloud service providers' capex will reach $689 billion in 2026, up 64% year-over-year, with 2027 estimates at $811 billion, indicating significant growth potential in the AI server market.
- Rising Storage Demand: As AI drives the need for more storage racks, Dell is expected to gain PC market share in 2026, with higher average selling prices offsetting short-term unit sales pressures.
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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: 177.690
Low
113.00
Averages
164.85
High
180.00
Current: 177.690
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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- Strong Performance of Dividend Payers: Despite the broader market being down about 1%, the ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has gained 3% so far in 2026, indicating robust performance among dividend-paying stocks.
- Trends in Dividend Increases: Companies like Dell Technologies and Toll Brothers have recently announced dividend hikes, raising their payouts from 53 cents to 63 cents per share and increasing by 4% to 26 cents per share, respectively, reflecting financial stability and disciplined management post-pandemic.
- Steel Dynamics Outlook: Steel Dynamics, which has risen 9% in 2026 with a 1.2% dividend yield, issued first-quarter guidance that fell short of Wall Street expectations, and is set to report earnings on April 20, leading to cautious market sentiment.
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- Stock Price Plunge: Since the U.S. government announced charges against SMCI's co-founder for smuggling Nvidia chips on March 19, SMCI shares have dropped approximately 28%, which not only undermines market confidence but may also lead to reduced customer orders, exacerbating market uncertainty.
- Shifting Competitive Landscape: Mizuho Securities predicts that SMCI's market share will be adversely affected, with Dell's AI server market share expected to grow from 19% in 2025 to 25% by 2029, indicating Dell's potential to expand its influence in the rapidly growing AI market.
- Analyst Rating Adjustments: Mizuho raised Dell's price target from $180 to $215 while maintaining a neutral rating on SMCI and cutting its target to $25, reflecting weakened market confidence in SMCI and optimistic expectations for Dell's future growth.
- Retail Sentiment Shift: On Stocktwits, retail sentiment for SMCI has dipped this month and was rated 'bearish' on Monday, indicating cautious investor sentiment ahead of the company's upcoming earnings report, although some users believe the stock's decline is 'totally unnecessary'.
See More
Mizuho Raises Dell Price Target, Lowers Super Micro Target
- Dell Price Target Increase: Mizuho raised Dell's price target from $180 to $215 while maintaining an Outperform rating, anticipating strong AI server demand for 2026-27, which could shift market sentiment positively for the company in the near term.
- Super Micro Price Target Cut: Mizuho lowered Super Micro's price target from $33 to $25, keeping a Neutral rating, but noted risks from former employees' NVDA GPU sales to China, which could divert orders to Dell.
- Market Demand Forecast: Analysts project that major cloud service providers' capex will reach $689 billion in 2026, up 64% year-over-year, with 2027 estimates at $811 billion, indicating significant growth potential in the AI server market.
- Rising Storage Demand: As AI drives the need for more storage racks, Dell is expected to gain PC market share in 2026, with higher average selling prices offsetting short-term unit sales pressures.
See More
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- Tesla Rating Maintained: JPMorgan retains a sell rating on Tesla after the company's first-quarter deliveries fell short of expectations, with a price target of $145 implying a 60% downside, indicating market concerns over EV demand.
- Plastics Makers Downgraded: Bank of America downgraded Dow Inc and LyondellBasell from hold to sell, citing unsustainable gains from Middle East supply disruptions, predicting that petrochemical prices will peak and earnings will normalize.
- Netflix Upgrade: Goldman Sachs upgraded Netflix from hold to buy, as analysts believe the end of the Warner Bros deal will enable Netflix to achieve sustained low double-digit revenue growth in the coming years, with increased buyback activity expected.
- AMD Price Target Cut: Citi lowered AMD's price target from $260 to $248 while maintaining a hold rating, reflecting caution over a flat 2026 despite strong CPU demand from agentic AI, amid new competition in the data center CPU market.
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- Low Dividend Yields: The S&P 500's dividend yield is currently at 1.15%, nearing its lowest level in 50 years, as noted by founder Adam Parker, with the only lower point being 1.09% during the tech bubble.
- Strong Performance of Dividend Payers: Despite the broader market being down about 1%, the ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has gained 3% so far in 2026, indicating robust performance among dividend-paying stocks.
- Trends in Dividend Increases: Companies like Dell Technologies and Toll Brothers have recently announced dividend hikes, raising their payouts from 53 cents to 63 cents per share and increasing by 4% to 26 cents per share, respectively, reflecting financial stability and disciplined management post-pandemic.
- Steel Dynamics Outlook: Steel Dynamics, which has risen 9% in 2026 with a 1.2% dividend yield, issued first-quarter guidance that fell short of Wall Street expectations, and is set to report earnings on April 20, leading to cautious market sentiment.
See More
Micron Shares and 14 Additional 'Dividend Growth' Stocks with Significant Potential
- Current Market Challenge: Finding stocks with attractive yields is increasingly difficult in the current market environment.
- Investment Strategy: Investors are advised to focus on companies that have a history of raising their dividends and may do so again in the near future.
See More
Dell Shares and 14 Additional 'Dividend Growers' with Significant Potential
- Current Market Challenge: Finding stocks with attractive yields is increasingly difficult in the current market environment.
- Focus on Dividend Growth: Investors are encouraged to concentrate on companies that have a history of raising their dividends and may do so again in the near future.
See More
SMCI Shares Plummet Due to Chip Smuggling Charges
- Stock Price Plunge: Since the U.S. government announced charges against SMCI's co-founder for smuggling Nvidia chips on March 19, SMCI shares have dropped approximately 28%, which not only undermines market confidence but may also lead to reduced customer orders, exacerbating market uncertainty.
- Shifting Competitive Landscape: Mizuho Securities predicts that SMCI's market share will be adversely affected, with Dell's AI server market share expected to grow from 19% in 2025 to 25% by 2029, indicating Dell's potential to expand its influence in the rapidly growing AI market.
- Analyst Rating Adjustments: Mizuho raised Dell's price target from $180 to $215 while maintaining a neutral rating on SMCI and cutting its target to $25, reflecting weakened market confidence in SMCI and optimistic expectations for Dell's future growth.
- Retail Sentiment Shift: On Stocktwits, retail sentiment for SMCI has dipped this month and was rated 'bearish' on Monday, indicating cautious investor sentiment ahead of the company's upcoming earnings report, although some users believe the stock's decline is 'totally unnecessary'.
See More
Mizuho Raises Dell Price Target, Lowers Super Micro Target
- Dell Price Target Increase: Mizuho raised Dell's price target from $180 to $215 while maintaining an Outperform rating, anticipating strong AI server demand for 2026-27, which could shift market sentiment positively for the company in the near term.
- Super Micro Price Target Cut: Mizuho lowered Super Micro's price target from $33 to $25, keeping a Neutral rating, but noted risks from former employees' NVDA GPU sales to China, which could divert orders to Dell.
- Market Demand Forecast: Analysts project that major cloud service providers' capex will reach $689 billion in 2026, up 64% year-over-year, with 2027 estimates at $811 billion, indicating significant growth potential in the AI server market.
- Rising Storage Demand: As AI drives the need for more storage racks, Dell is expected to gain PC market share in 2026, with higher average selling prices offsetting short-term unit sales pressures.
See More
Market Dynamics and Rating Updates
- Tesla Rating Maintained: JPMorgan retains a sell rating on Tesla after the company's first-quarter deliveries fell short of expectations, with a price target of $145 implying a 60% downside, indicating market concerns over EV demand.
- Plastics Makers Downgraded: Bank of America downgraded Dow Inc and LyondellBasell from hold to sell, citing unsustainable gains from Middle East supply disruptions, predicting that petrochemical prices will peak and earnings will normalize.
- Netflix Upgrade: Goldman Sachs upgraded Netflix from hold to buy, as analysts believe the end of the Warner Bros deal will enable Netflix to achieve sustained low double-digit revenue growth in the coming years, with increased buyback activity expected.
- AMD Price Target Cut: Citi lowered AMD's price target from $260 to $248 while maintaining a hold rating, reflecting caution over a flat 2026 despite strong CPU demand from agentic AI, amid new competition in the data center CPU market.
See More
