UBS keeps a Buy rating and $158 target on Dell Technologies (DELL) while naming the stock the firm’s top large cap pick in U.S. Enterprise Hardware and Networking. Dell should be a winner in the AI server market relative to peer HP Enterprises (HPE) across Tier 2 Cloud and Enterprise markets, driving at least 10% Infrastructure Solutions Group segment revenue growth next year, and in conjunction with a PC recovery of at least 5% next year, the company’s free cash flow should grow 15% in 2025 and low double digits in 2026, the analyst tells investors in a research note.
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