DELAYED UPDATE — Dell implied ~11.4% earnings move; Mizuho lifts $600 target
Investors are pricing an implied ~11.4% move in Dell around earnings after strong CSG results, robust cash returns and an AI-driven order backlog. Mizuho says this supports multiyear server/storage/network modernization and raised its price target to $600.
Dell Technologies, Inc. 4% move around earnings as investors weigh strong CSG results, robust cash returns and AI-driven order backlog that Mizuho says underpins a multiyear server, storage and network modernization, prompting a price target increase to $600. Previous…