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UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?
Key takeaways
- UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn t one of them.
- UBS just hit the brakes on Dell Technologies (NYSE:DELL), downgrading the AI server bellwether to Neutral from Buy on May 11.
UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips? David Moadel Mon, May 11, 2026 at 9:19 PM GMT+7 3 min read DELL NVDA Quick Read Dell Technologies (DELL) received a UBS downgrade to Neutral from Buy, but the firm raised its price target to $243 from $167, reflecting expected EPS of $17 in 2027.
UBS downgraded Dell stock based on valuation concerns after a 157% share-price run-up over 12 months, arguing that much of the company’s future earnings power is already priced in despite its strong AI server business and $43 billion backlog.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn t one of them. Get them here FREE.
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