Morgan Stanley says Dell Technologies (DELL)’ Q4 results were “mixed,” but FY26 EPS guidance of $9.30 was better than expected and “implies there’s a path to $10+ of EPS this year” given management’s “bias to guide conservatively.” The firm’s FY26 EPS remains about $9.50, while its price target remains unchanged at $128 and it maintains an Overweight rating following a Dell report the firm describes as “better than feared across the board.”
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