DELL is trading 4.1% up at $244.89 as Bernstein raises its price target on strong agentic AI server demand.

  • Bernstein raised its price target to $280, citing a significant surge in demand for servers optimized for agentic AI.
  • The stock is rebounding from several down days as investors refocus on the company's role in AI infrastructure ahead of Nvidia earnings.
  • A broadly positive tech tape is boosting sentiment across AI-related hardware names, providing additional tailwinds for the move.