Micron increased its earnings per share outlook for 2026 by 10.9%, now expecting $18.59. In 2027, it raised its outlook by 25.6% to $19.09. In turn, it set Micron’s 12-month price target at $180, up from $145.

Dell reported $27.01 billion in revenue Wednesday, falling short of the $27.13 billion it was expected to generate during the third quarter.

Dell Technologies ( DELL +5.37%) stock has been declining over the last month as investors have become skeptical of the artificial intelligence (AI) sector. The AI server provider mostly dispelled those fears with its earnings announcement last night, however.

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Argus Research analyst Jim Kelleher maintained a Buy rating and raised the price target from $150 to $200 on Oct. 9, 2025. This analyst has an accuracy rate of 73%. Considering buying DELL stock? Here’s what analysts think:

In its most recent Q3 earnings call, Dell revealed that the Windows 11 transition is still underway, and it's actually a lot slower than the shift to Windows 10 was back in the day. Dell's COO Jeffrey Clarke says during the earnings call: "We have not completed the Windows 11 transition."

Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost demand for its servers, sending its shares up 4% in extended trading.

Dell Technologies Inc. (NASDAQ: DELL) shares are rising after the company issued strong guidance for the fourth quarter and full year.

Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand from the buildout of artificial intelligence