Dell Technologies (12DA.HA) is trading 3.4% up today at €379.25.
- The stock benefited from an explicit public endorsement by U.S. President Donald Trump, who recommended buying Dell computers on July 7, 2026.
- Evercore ISI raised its price target for Dell to $500 from $450 on July 8, 2026, citing stronger-than-supply demand for its AI infrastructure business.
- The company continues to demonstrate strong AI fundamentals with record FY26 revenue of $113.5 billion (up 19% year-over-year), record EPS, and robust FY27 guidance, including projected AI server revenue of $60 billion.