Stock Track | Dell Technologies Soars 5.24% Intraday as Goldman Sachs Upgrade Eases AI Server Margin Concerns

Stock Track

Aug 12

Dell Technologies Inc. (DELL) shares soared 5.24% during intraday trading on Wednesday, extending gains after a strong pre-market session. The rally comes as investors reacted positively to a bullish analyst call that countered recent pessimism surrounding the company's AI server profitability.

The upward move was primarily driven by Goldman Sachs raising its price target on Dell to $510 from $500, while maintaining a Buy rating. This upgrade arrived just one day after Morgan Stanley slashed its own target to $430 from $477, which had triggered a more than 5% decline in the previous session. Goldman Sachs' contrarian stance helped ease market concerns over the sustainability of AI server profit margins, restoring confidence in the stock.

Broader strength in the technology hardware, storage, and peripherals sector also provided a supportive backdrop. Peers such as Super Micro Computer, SanDisk, Seagate Technology, and Western Digital all posted notable gains, reflecting renewed investor appetite for hardware stocks tied to the AI infrastructure theme.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.gotigerhk.com/news/1138273184"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1138273184\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1138273184?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-12 21:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1138273184","market":"us","top_or_hot":-1,"title":"Stock Track | Dell Technologies Soars 5.24% Intraday as Goldman Sachs Upgrade Eases AI Server Margin Concerns","media":"Stock Track","content":"<p>Dell Technologies Inc. (DELL) shares soared 5.24% during intraday trading on Wednesday, extending gains after a strong pre-market session. The rally comes as investors reacted positively to a bullish analyst call that countered recent pessimism surrounding the company's AI server profitability.</p><p>The upward move was primarily driven by Goldman Sachs raising its price target on Dell to $510 from $500, while maintaining a Buy rating. This upgrade arrived just one day after Morgan Stanley slashed its own target to $430 from $477, which had triggered a more than 5% decline in the previous session. Goldman Sachs' contrarian stance helped ease market concerns over the sustainability of AI server profit margins, restoring confidence in the stock.</p><p>Broader strength in the technology hardware, storage, and peripherals sector also provided a supportive backdrop. Peers such as Super Micro Computer, SanDisk, Seagate Technology, and Western Digital all posted notable gains, reflecting renewed investor appetite for hardware stocks tied to the AI infrastructure theme.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Dell Technologies Soars 5.24% Intraday as Goldman Sachs Upgrade Eases AI Server Margin Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Dell Technologies Soars 5.24% Intraday as Goldman Sachs Upgrade Eases AI Server Margin Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-08-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dell Technologies Inc. (DELL) shares soared 5.24% during intraday trading on Wednesday, extending gains after a strong pre-market session. The rally comes as investors reacted positively to a bullish analyst call that countered recent pessimism surrounding the company's AI server profitability.</p><p>The upward move was primarily driven by Goldman Sachs raising its price target on Dell to $510 from $500, while maintaining a Buy rating. This upgrade arrived just one day after Morgan Stanley slashed its own target to $430 from $477, which had triggered a more than 5% decline in the previous session. Goldman Sachs' contrarian stance helped ease market concerns over the sustainability of AI server profit margins, restoring confidence in the stock.</p><p>Broader strength in the technology hardware, storage, and peripherals sector also provided a supportive backdrop. Peers such as Super Micro Computer, SanDisk, Seagate Technology, and Western Digital all posted notable gains, reflecting renewed investor appetite for hardware stocks tied to the AI infrastructure theme.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DELL","symbol_name":"戴尔","start_time":0,"source_url":"","article_id":"1138273184","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1138273184","pubTimestamp":1786542026,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"Dell Technologies Inc. (DELL) shares soared 5.24% during intraday trading on Wednesday, extending gains after a strong pre-market session. The rally comes as investors reacted positively to a bullish...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DELL":"戴尔"},"translate_title":"股票追踪 | 高盛升级缓解人工智能服务器利润率担忧，戴尔科技盘中飙升 5.24%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DELL":1},"content_text":"Dell Technologies Inc. (DELL) shares soared 5.24% during intraday trading on Wednesday, extending gains after a strong pre-market session. The rally comes as investors reacted positively to a bullish analyst call that countered recent pessimism surrounding the company's AI server profitability.The upward move was primarily driven by Goldman Sachs raising its price target on Dell to $510 from $500, while maintaining a Buy rating. This upgrade arrived just one day after Morgan Stanley slashed its own target to $430 from $477, which had triggered a more than 5% decline in the previous session. Goldman Sachs' contrarian stance helped ease market concerns over the sustainability of AI server profit margins, restoring confidence in the stock.Broader strength in the technology hardware, storage, and peripherals sector also provided a supportive backdrop. Peers such as Super Micro Computer, SanDisk, Seagate Technology, and Western Digital all posted notable gains, reflecting renewed investor appetite for hardware stocks tied to the AI infrastructure theme.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}